AKAM+63.04%5.0%
AMD+279.25%5.0%
BASE-2.13%5.0%
BIDU+32.87%5.0%
CFLT+26.49%5.0%
CRWD+62.92%5.0%
CSCO+72.06%5.0%
DDOG+95.65%5.0%
FSLY+193.36%5.0%
GOOG+99.35%5.0%
IBM+2.74%5.0%
INSG+6.83%5.0%
MDB+73.40%5.0%
NET+51.61%5.0%
QCOM+20.13%5.0%
RBRK+3.03%5.0%
S+5.25%5.0%
SNOW+24.75%5.0%
U+5.38%5.0%
WIX-68.43%5.0%
As of Jul 10, 2026, 7:14 AM ET
AI '25: Phase 2 Deployment Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Alphabet Inc.GOOG | 5.0% | 0.33% | -0.69% | 1.41% | -0.46% | 13.52% | 14.39% | 124.25% | 99.35% | $4.35T |
Advanced Micro Devices, Inc.AMD | 5.0% | -0.35% | 5.66% | 1.34% | 1.08% | 155.29% | 173.07% | 431.00% | 279.25% | $891.48B |
Cisco Systems, Inc.CSCO | 5.0% | 0.11% | 3.94% | 0.52% | 1.49% | 54.41% | 48.89% | 92.66% | 72.06% | $466.31B |
International Business Machines CorporationIBM | 5.0% | 0.42% | -2.23% | 6.22% | 3.16% | -0.31% | 22.93% | 18.13% | 2.74% | $277.55B |
QUALCOMM IncorporatedQCOM | 5.0% | -1.17% | 2.44% | 1.27% | 5.05% | 11.73% | 34.24% | 24.03% | 20.13% | $201.43B |
Cloudflare, Inc.NET | 5.0% | 0.51% | 0.88% | 13.14% | 11.97% | 39.89% | 60.17% | 130.70% | 51.61% | $97.89B |
Datadog, Inc.DDOG | 5.0% | 1.34% | 3.03% | 8.22% | 1.71% | 97.81% | 140.26% | 164.48% | 95.65% | $95.75B |
Snowflake Inc.SNOW | 5.0% | 0.69% | 2.37% | 6.29% | 2.41% | 21.94% | 58.83% | 73.80% | 24.75% | $92.71B |
CrowdStrike Holdings, Inc.CRWD | 5.0% | 0.47% | 3.81% | 6.82% | 2.70% | 69.30% | 113.34% | 113.63% | 62.92% | $50.51B |
Baidu, Inc.BIDU | 5.0% | 0.21% | -0.09% | 4.75% | -0.36% | -10.06% | -5.57% | 27.83% | 32.87% | $39.97B |
MongoDB, Inc.MDB | 5.0% | 0.09% | 0.97% | 7.30% | 0.97% | -13.54% | 10.47% | 101.38% | 73.40% | $29.19B |
Akamai Technologies, Inc.AKAM | 5.0% | 0.70% | 2.33% | 13.81% | 14.81% | 48.45% | 31.64% | 58.67% | 63.04% | $18.83B |
Rubrik, Inc.RBRK | 5.0% | 0.42% | 5.15% | 15.98% | 8.22% | 16.04% | 70.80% | 42.16% | 3.03% | $18.27B |
Unity Software Inc.U | 5.0% | 3.30% | 4.31% | 8.55% | 1.79% | -30.43% | 68.57% | 46.96% | 5.38% | $13.41B |
Confluent, Inc.CFLT | 5.0% | 0.00% | 0.00% | 0.00% | 0.00% | 2.48% | 1.04% | 28.54% | 26.49% | $11.08B |
SentinelOne, Inc.S | 5.0% | 0.21% | 5.90% | 12.73% | 7.22% | 25.73% | 43.75% | 0.05% | 5.25% | $6.35B |
Fastly, Inc.FSLY | 5.0% | 0.42% | 2.99% | 12.94% | 9.54% | 99.71% | 6.33% | 207.56% | 193.36% | $3.18B |
Wix.com Ltd.WIX | 5.0% | 0.82% | 3.10% | 6.76% | 0.74% | -52.60% | -30.12% | -70.31% | -68.43% | $2.71B |
Couchbase, Inc.BASE | 5.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 44.93% | -2.13% | $1.32B |
Inseego Corp.INSG | 5.0% | -0.58% | 4.12% | -13.22% | -12.51% | -16.26% | -30.36% | 2.75% | 6.83% | $140.0M |
| Theme return | — | 0.40% | 2.40% | 5.74% | 3.42% | 28.56% | 42.08% | 86.13% | 56.20% | — |
| Average | 5.0% | 0.40% | 2.40% | 5.74% | 2.98% | 26.66% | 41.63% | 83.16% | 52.38% | $333.59B |
| Median | 5.0% | 0.38% | 2.72% | 6.53% | 1.75% | 14.78% | 32.94% | 52.82% | 29.68% | $34.58B |
| Std Dev | 0.0% | 0.84% | 2.19% | 6.54% | 5.53% | 48.52% | 51.88% | 101.05% | 73.59% | $945.86B |
| Min | 5.0% | -1.17% | -2.23% | -13.22% | -12.51% | -52.60% | -30.36% | -70.31% | -68.43% | $140.0M |
| Max | 5.0% | 3.30% | 5.90% | 15.98% | 14.81% | 155.29% | 173.07% | 431.00% | 279.25% | $4.35T |
| % Positive Tickers | 75.00% | 75.00% | 85.00% | 75.00% | 65.00% | 80.00% | 95.00% | 90.00% |
About this theme
AI '25: Phase 2 Deployment tracks 20 publicly listed stocks in this theme. Sample tickers: AKAM, AMD, BASE, BIDU, CFLT, CRWD, CSCO, DDOG, FSLY, GOOG, IBM, INSG, and 8 more. Use the table below for the full list.