AKAM+42.22%4.8%
AMD+182.10%4.8%
BASE-2.05%4.8%
BIDU+3.56%4.8%
CFLT+74.20%4.8%
CRWD+82.57%4.8%
CSCO+64.94%4.8%
DDOG+79.56%4.8%
FSLY+232.67%4.8%
GOOG+65.32%4.8%
IBM-2.65%4.8%
INSG-60.24%4.8%
MDB+96.67%4.8%
NET+49.39%4.8%
NTSK-23.63%4.8%
QCOM+1.73%4.8%
RBRK+12.75%4.8%
S+24.94%4.8%
SNOW+69.09%4.8%
U+19.84%4.8%
WIX-37.74%4.8%
As of Aug 24, 2026, 4:53 AM ET
AI '25: Phase 2 Deployment Constituents
Advanced Micro Devices, Inc.AMD | 4.8% | 0.81% | -0.23% | -9.33% | -0.61% | 120.98% | 136.38% | 359.64% | 205.36% | 335.09% | 182.10% | $771.68B |
Akamai Technologies, Inc.AKAM | 4.8% | 0.30% | -5.36% | -4.29% | -4.13% | 26.56% | 12.23% | 35.27% | 8.44% | -3.46% | 42.22% | $16.05B |
Alphabet Inc.GOOG | 4.8% | 1.05% | -0.36% | 7.10% | -4.18% | 8.91% | 9.74% | 115.13% | 104.85% | 143.35% | 65.32% | $4.15T |
Baidu, Inc.BIDU | 4.8% | 1.35% | -12.02% | -11.52% | -16.11% | -28.66% | -25.10% | 1.39% | 8.76% | -34.71% | 3.56% | $31.70B |
Cisco Systems, Inc.CSCO | 4.8% | 1.32% | -7.80% | -2.74% | -4.27% | 44.92% | 39.74% | 80.82% | 122.02% | 111.03% | 64.94% | $437.66B |
Cloudflare, Inc.NET | 4.8% | 5.07% | -4.53% | 11.79% | 5.05% | 48.65% | 70.20% | 145.14% | 255.80% | 136.06% | 49.39% | $104.05B |
Confluent, Inc.CFLT | 4.8% | 0.00% | 0.00% | 0.00% | 0.00% | 2.48% | 1.04% | 28.54% | 45.08% | -44.44% | 74.20% | $11.08B |
Couchbase, Inc.BASE | 4.8% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 44.93% | 30.65% | -44.42% | -2.05% | $1.32B |
CrowdStrike Holdings, Inc.CRWD | 4.8% | 0.85% | -13.50% | 4.73% | 0.57% | 63.79% | 106.41% | 106.68% | 182.76% | 212.37% | 82.57% | $195.45B |
Datadog, Inc.DDOG | 4.8% | 1.32% | -4.52% | -4.55% | -12.07% | 73.26% | 110.45% | 131.66% | 100.99% | 77.83% | 79.56% | $83.87B |
Fastly, Inc.FSLY | 4.8% | 9.86% | -13.31% | 23.27% | 10.11% | 145.09% | 30.49% | 277.46% | 291.07% | -42.33% | 232.67% | $3.90B |
Inseego Corp.INSG | 4.8% | 9.20% | -15.09% | -34.08% | -37.55% | -57.25% | -64.45% | -47.55% | -66.28% | -94.78% | -60.24% | $71.5M |
International Business Machines CorporationIBM | 4.8% | 0.85% | -1.15% | 10.03% | 5.38% | -20.43% | -1.89% | -5.72% | 21.94% | 105.61% | -2.65% | $222.04B |
MongoDB, Inc.MDB | 4.8% | 2.49% | -1.90% | 44.47% | 27.66% | 2.65% | 31.16% | 139.10% | 74.00% | 14.66% | 96.67% | $34.65B |
Netskope, Inc. Class A Common StockNTSK | 4.8% | 0.90% | -5.72% | 25.85% | 15.25% | -17.27% | 34.35% | -23.63% | -23.63% | -23.63% | -23.63% | $5.86B |
QUALCOMM IncorporatedQCOM | 4.8% | 0.01% | -1.19% | -3.73% | 8.90% | -6.02% | 12.92% | 4.33% | -6.38% | 20.30% | 1.73% | $168.79B |
Rubrik, Inc.RBRK | 4.8% | 2.64% | 3.26% | 36.66% | 38.32% | 30.87% | 92.63% | 60.32% | 186.38% | 212.78% | 12.75% | $20.60B |
SentinelOne, Inc.S | 4.8% | 1.19% | -5.65% | 16.81% | 11.18% | 41.27% | 61.51% | 12.41% | -16.11% | -60.12% | 24.94% | $7.14B |
Snowflake Inc.SNOW | 4.8% | 3.58% | -0.41% | 24.14% | 13.47% | 51.70% | 97.60% | 116.22% | 187.23% | 20.38% | 69.09% | $115.34B |
Unity Software Inc.U | 4.8% | 0.84% | 6.98% | 63.98% | 48.00% | 6.25% | 157.43% | 124.44% | 162.47% | -62.54% | 19.84% | $20.49B |
Wix.com Ltd.WIX | 4.8% | -0.39% | 23.03% | 59.64% | 49.14% | -21.00% | 16.48% | -50.52% | -51.14% | -61.19% | -37.74% | $4.57B |
| Theme return | — | 2.06% | -2.83% | 7.11% | 6.37% | 27.98% | 43.88% | 82.14% | 92.78% | 78.91% | 55.42% | — |
| Average | 4.8% | 2.06% | -2.83% | 12.30% | 7.34% | 24.61% | 44.25% | 78.86% | 86.87% | 43.71% | 46.44% | $304.94B |
| Median | 4.8% | 1.05% | -1.90% | 7.10% | 5.05% | 8.91% | 31.16% | 60.32% | 74.00% | 14.66% | 42.22% | $31.70B |
| Std Dev | 0.0% | 2.73% | 8.03% | 23.53% | 20.08% | 47.93% | 54.65% | 99.27% | 101.53% | 111.26% | 67.01% | $877.94B |
| Min | 4.8% | -0.39% | -15.09% | -34.08% | -37.55% | -57.25% | -64.45% | -50.52% | -66.28% | -94.78% | -60.24% | $71.5M |
| Max | 4.8% | 9.86% | 23.03% | 63.98% | 49.14% | 145.09% | 157.43% | 359.64% | 291.07% | 335.09% | 232.67% | $4.15T |
| % Positive Tickers | 85.71% | 14.29% | 57.14% | 57.14% | 66.67% | 80.95% | 80.95% | 76.19% | 52.38% | 76.19% |
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About this theme
AI '25: Phase 2 Deployment tracks 21 publicly listed stocks in this theme. Sample tickers: AKAM, AMD, BASE, BIDU, CFLT, CRWD, CSCO, DDOG, FSLY, GOOG, IBM, INSG, and 9 more. Use the table below for the full list.