Theme
AI '25: Platform Data Flywheel☆
APP-53.34%5.6%
AXON-43.15%5.6%
CVNA-12.22%5.6%
DUOL-55.15%5.6%
INTU-52.88%5.6%
MELI-18.39%5.6%
NFLX-41.86%5.6%
PH+28.19%5.6%
PINS-35.60%5.6%
ROK+26.65%5.6%
SE-50.59%5.6%
SPOT-21.86%5.6%
TCEHY-38.11%5.6%
TOST-17.17%5.6%
TRMB-24.42%5.6%
TTWO-18.43%5.6%
VEEV-4.57%5.6%
ZIP+1.27%5.6%
As of Oct 9, 2026, 4:27 AM ET
AI '25: Platform Data Flywheel Constituents
AppLovin CorporationAPP | 5.6% | -0.42% | -9.12% | -8.18% | -0.42% | -58.43% | -35.57% | -3.54% | -53.34% | 95.19% | 224.44% | $94.10B |
Axon Enterprise, Inc.AXON | 5.6% | 2.79% | -1.75% | -14.83% | -1.16% | -26.52% | -23.06% | -25.27% | -43.15% | -2.27% | 153.61% | $33.64B |
Carvana Co.CVNA | 5.6% | 0.72% | 4.53% | -13.89% | 0.27% | -25.11% | -5.42% | 39.65% | -12.22% | 65.45% | 11.89% | $69.32B |
Duolingo, Inc.DUOL | 5.6% | -0.33% | 12.60% | 8.60% | 3.17% | -13.83% | 49.72% | -55.20% | -55.15% | -46.93% | -9.19% | $7.05B |
Intuit Inc.INTU | 5.6% | 2.23% | 12.80% | -3.20% | 7.46% | -54.13% | -25.71% | -51.06% | -52.88% | -50.29% | -41.57% | $83.12B |
MercadoLibre, Inc.MELI | 5.6% | -0.86% | 8.42% | -1.05% | 10.18% | -7.82% | 5.64% | -4.00% | -18.39% | -7.82% | 22.86% | $94.13B |
Netflix, Inc.NFLX | 5.6% | 2.68% | 3.38% | -5.87% | 5.48% | -23.67% | -25.63% | -23.50% | -41.86% | -0.84% | 13.13% | $298.01B |
Parker-Hannifin CorporationPH | 5.6% | -0.61% | -2.33% | -0.26% | -1.96% | 7.74% | -6.17% | 50.55% | 28.19% | 51.66% | 242.01% | $119.40B |
Pinterest, Inc.PINS | 5.6% | 1.06% | 11.49% | 12.28% | 5.47% | -20.72% | 19.82% | -34.59% | -35.60% | -37.64% | -60.24% | $13.06B |
Rockwell Automation, Inc.ROK | 5.6% | -1.76% | 0.68% | 1.89% | -1.88% | 11.58% | 6.55% | 66.43% | 26.65% | 64.60% | 53.32% | $48.31B |
Sea LimitedSE | 5.6% | -1.87% | -6.09% | -14.55% | -2.50% | -27.19% | -14.35% | -30.98% | -50.59% | -2.56% | -71.27% | $55.77B |
Spotify Technology S.A.SPOT | 5.6% | 2.63% | 5.81% | 0.65% | 7.13% | -9.35% | 2.23% | -6.90% | -21.86% | 42.13% | 126.05% | $108.22B |
Take-Two Interactive Software, Inc.TTWO | 5.6% | 2.63% | 3.47% | -0.84% | 2.82% | -18.22% | -1.00% | -0.82% | -18.43% | 36.90% | 20.54% | $39.15B |
Tencent Holdings LimitedTCEHY | 5.6% | -1.25% | -5.95% | -3.40% | -2.17% | -30.99% | -19.59% | -17.48% | -38.11% | -7.87% | -7.57% | $476.07B |
Toast, Inc.TOST | 5.6% | -0.07% | 0.49% | -5.92% | 4.45% | -14.02% | 11.79% | -14.43% | -17.17% | 6.01% | -41.08% | $17.71B |
Trimble Inc.TRMB | 5.6% | -0.35% | 4.07% | 4.27% | 4.03% | -23.61% | -10.50% | -10.01% | -24.42% | -2.65% | -26.95% | $13.95B |
Veeva Systems Inc.VEEV | 5.6% | 0.83% | 1.74% | 9.22% | 1.03% | 27.60% | 56.50% | 25.73% | -4.57% | 39.33% | -0.58% | $46.27B |
ZipRecruiter, Inc.ZIP | 5.6% | 4.46% | 14.37% | 7.86% | 11.80% | 2.05% | 119.89% | -36.52% | 1.27% | -58.58% | -85.98% | $343.3M |
| Theme return | — | 0.70% | 3.26% | -4.30% | 2.82% | -13.05% | 6.94% | -0.16% | -20.99% | 21.24% | 64.30% | — |
| Average | 5.6% | 0.69% | 3.26% | -1.51% | 2.96% | -16.92% | 5.84% | -7.33% | -23.98% | 10.21% | 29.08% | $89.87B |
| Median | 5.6% | 0.32% | 3.43% | -0.94% | 3.00% | -19.47% | -3.21% | -12.22% | -23.14% | -1.55% | 5.65% | $52.04B |
| Std Dev | 0.0% | 1.78% | 6.68% | 7.95% | 4.26% | 20.54% | 36.45% | 32.71% | 24.66% | 42.66% | 93.60% | $114.62B |
| Min | 5.6% | -1.87% | -9.12% | -14.83% | -2.50% | -58.43% | -35.57% | -55.20% | -55.15% | -58.58% | -85.98% | $343.3M |
| Max | 5.6% | 4.46% | 14.37% | 12.28% | 11.80% | 27.60% | 119.89% | 66.43% | 28.19% | 95.19% | 242.01% | $476.07B |
| % Positive Tickers | 50.00% | 72.22% | 38.89% | 66.67% | 22.22% | 44.44% | 22.22% | 16.67% | 44.44% | 50.00% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondaryWgt ↓ · Scroll right · Tap headers to sort