Theme
AI '25: Phase 2 Deployment☆
AKAM+33.64%4.8%
AMD+166.51%4.8%
BASE+0.63%4.8%
BIDU-36.62%4.8%
CFLT+28.70%4.8%
CRWD+106.63%4.8%
CSCO+64.22%4.8%
DDOG+66.88%4.8%
FSLY+195.79%4.8%
GOOG+42.38%4.8%
IBM-21.38%4.8%
INSG-72.80%4.8%
MDB+12.03%4.8%
NET+54.65%4.8%
NTSK-10.70%4.8%
QCOM+6.25%4.8%
RBRK+40.41%4.8%
S+41.11%4.8%
SNOW+36.99%4.8%
U+17.79%4.8%
WIX-46.56%4.8%
As of Oct 9, 2026, 4:27 AM ET
AI '25: Phase 2 Deployment Constituents
Advanced Micro Devices, Inc.AMD | 4.8% | -3.90% | 2.11% | 19.11% | 0.80% | 189.82% | 210.01% | 502.84% | 166.51% | 259.19% | 490.79% | $1.01T |
Akamai Technologies, Inc.AKAM | 4.8% | -3.55% | -7.42% | -8.89% | -5.64% | 15.64% | 2.55% | 23.61% | 33.64% | -0.42% | -1.26% | $14.67B |
Alphabet Inc.GOOG | 4.8% | -0.72% | 1.68% | 5.02% | 2.96% | 9.90% | 10.73% | 117.08% | 42.38% | 108.60% | 147.40% | $4.19T |
Baidu, Inc.BIDU | 4.8% | -1.62% | -3.51% | -8.81% | -1.95% | -35.77% | -32.56% | -8.71% | -36.62% | -20.84% | -48.23% | $28.54B |
Cisco Systems, Inc.CSCO | 4.8% | -2.13% | 8.05% | 4.99% | 6.05% | 49.95% | 44.59% | 87.09% | 64.22% | 119.37% | 130.51% | $452.83B |
Cloudflare, Inc.NET | 4.8% | -0.33% | -3.47% | 8.76% | -2.65% | 73.32% | 98.44% | 185.82% | 54.65% | 318.16% | 144.80% | $121.35B |
Confluent, Inc.CFLT | 4.8% | 0.00% | 0.00% | 0.00% | 0.00% | 2.48% | 1.04% | 28.54% | 28.70% | 55.81% | -52.02% | $11.08B |
Couchbase, Inc.BASE | 4.8% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 44.93% | 0.63% | 55.40% | -25.34% | $1.32B |
CrowdStrike Holdings, Inc.CRWD | 4.8% | -0.92% | 1.45% | 26.57% | -1.16% | 124.43% | 182.82% | 183.19% | 106.63% | 259.05% | 329.40% | $267.81B |
Datadog, Inc.DDOG | 4.8% | 0.91% | 1.90% | 21.54% | -0.96% | 101.34% | 144.55% | 169.20% | 66.88% | 121.31% | 95.13% | $97.46B |
Fastly, Inc.FSLY | 4.8% | 0.04% | 1.48% | 11.36% | -4.17% | 148.43% | 32.27% | 282.60% | 195.79% | 246.44% | -37.26% | $3.96B |
Inseego Corp.INSG | 4.8% | -2.41% | 23.55% | 3.72% | 2.06% | -56.57% | -63.89% | -46.71% | -72.80% | -74.60% | -93.07% | $72.6M |
International Business Machines CorporationIBM | 4.8% | 2.77% | 2.69% | -5.56% | 0.44% | -23.50% | -5.66% | -9.35% | -21.38% | 0.57% | 92.73% | $213.50B |
MongoDB, Inc.MDB | 4.8% | 2.29% | 10.96% | 3.62% | 5.58% | -11.52% | 13.05% | 106.09% | 12.03% | 43.12% | -17.29% | $29.87B |
Netskope, Inc. Class A Common StockNTSK | 4.8% | 1.92% | 9.86% | 35.62% | 9.86% | 11.80% | 81.57% | 3.21% | -10.70% | 3.21% | 3.21% | $7.92B |
QUALCOMM IncorporatedQCOM | 4.8% | -0.63% | -6.12% | -0.22% | -3.34% | 2.90% | 23.64% | 14.23% | 6.25% | 6.37% | 49.33% | $184.81B |
Rubrik, Inc.RBRK | 4.8% | -2.30% | 6.90% | 36.11% | 4.76% | 58.07% | 132.66% | 93.64% | 40.41% | 249.09% | 277.78% | $24.88B |
SentinelOne, Inc.S | 4.8% | 0.36% | 11.70% | 30.66% | 2.96% | 69.33% | 93.60% | 34.75% | 41.11% | 3.08% | -53.52% | $8.55B |
Snowflake Inc.SNOW | 4.8% | 3.17% | 4.66% | 3.60% | 0.41% | 56.55% | 103.91% | 123.12% | 36.99% | 202.50% | 9.53% | $119.02B |
Unity Software Inc.U | 4.8% | 0.99% | 15.13% | 7.87% | 5.23% | 3.89% | 151.73% | 119.46% | 17.79% | 116.56% | -66.31% | $20.03B |
Wix.com Ltd.WIX | 4.8% | 1.59% | 6.51% | -0.13% | 1.06% | -28.65% | 5.21% | -55.31% | -46.56% | -53.11% | -59.89% | $3.89B |
| Theme return | — | -0.21% | 4.20% | 10.91% | 1.00% | 38.13% | 55.30% | 96.59% | 38.14% | 100.90% | 89.00% | — |
| Average | 4.8% | -0.21% | 4.20% | 9.28% | 1.06% | 36.28% | 58.58% | 95.21% | 34.60% | 96.14% | 62.69% | $324.23B |
| Median | 4.8% | 0.00% | 2.11% | 4.99% | 0.44% | 11.80% | 32.27% | 87.09% | 33.64% | 55.81% | 3.21% | $28.54B |
| Std Dev | 0.0% | 1.93% | 7.18% | 13.42% | 3.71% | 62.46% | 73.01% | 123.45% | 62.56% | 114.74% | 146.52% | $892.58B |
| Min | 4.8% | -3.90% | -7.42% | -8.89% | -5.64% | -56.57% | -63.89% | -55.31% | -72.80% | -74.60% | -93.07% | $72.6M |
| Max | 4.8% | 3.17% | 23.55% | 36.11% | 9.86% | 189.82% | 210.01% | 502.84% | 195.79% | 318.16% | 490.79% | $4.19T |
| % Positive Tickers | 42.86% | 71.43% | 66.67% | 57.14% | 71.43% | 80.95% | 80.95% | 76.19% | 80.95% | 52.38% |
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