APP-30.77%5.6%
AXON-18.07%5.6%
CVNA-2.35%5.6%
DUOL-55.97%5.6%
INTU-44.62%5.6%
MELI-20.90%5.6%
NFLX-33.93%5.6%
PH+33.15%5.6%
PINS-34.29%5.6%
ROK+24.46%5.6%
SE-36.65%5.6%
SPOT-22.98%5.6%
TCEHY-25.39%5.6%
TOST-16.73%5.6%
TRMB-27.04%5.6%
TTWO+4.62%5.6%
VEEV-14.77%5.6%
ZIP-16.80%5.6%
As of Aug 24, 2026, 4:53 AM ET
AI '25: Platform Data Flywheel Constituents
AppLovin CorporationAPP | 5.6% | -0.97% | -4.05% | -21.99% | -22.77% | -54.62% | -29.67% | 5.30% | 238.99% | 327.29% | -30.77% | $102.72B |
Axon Enterprise, Inc.AXON | 5.6% | 2.20% | -1.35% | 24.97% | 18.95% | 10.53% | 15.74% | 12.42% | 69.34% | 236.18% | -18.07% | $50.60B |
Carvana Co.CVNA | 5.6% | -2.29% | -2.94% | 15.58% | 12.06% | -17.21% | 4.56% | 54.38% | 118.77% | -2.25% | -2.35% | $76.68B |
Duolingo, Inc.DUOL | 5.6% | -0.61% | 7.89% | 19.54% | 8.40% | -16.74% | 44.68% | -56.71% | -31.26% | 17.84% | -55.97% | $6.81B |
Intuit Inc.INTU | 5.6% | 1.42% | 9.08% | 23.85% | 16.11% | -44.60% | -10.28% | -40.89% | -40.59% | -32.08% | -44.62% | $100.39B |
MercadoLibre, Inc.MELI | 5.6% | 0.04% | -0.89% | 6.73% | 2.38% | -4.54% | 9.40% | -0.58% | -3.88% | 6.23% | -20.90% | $97.48B |
Netflix, Inc.NFLX | 5.6% | -0.69% | 6.42% | 13.55% | 10.99% | -15.11% | -17.30% | -14.92% | 15.90% | 43.84% | -33.93% | $331.41B |
Parker-Hannifin CorporationPH | 5.6% | 0.16% | -5.61% | 1.44% | 2.58% | 13.97% | -0.74% | 59.26% | 69.96% | 258.58% | 33.15% | $126.31B |
Pinterest, Inc.PINS | 5.6% | 0.73% | -1.47% | 5.74% | -2.54% | -9.62% | 36.60% | -25.43% | -27.64% | -57.24% | -34.29% | $14.89B |
Rockwell Automation, Inc.ROK | 5.6% | 1.30% | -1.92% | -5.43% | -8.96% | 12.34% | 7.27% | 67.55% | 62.76% | 47.86% | 24.46% | $48.64B |
Sea LimitedSE | 5.6% | 0.25% | -10.63% | 17.53% | 10.11% | -7.87% | 8.37% | -12.67% | 41.30% | -62.72% | -36.65% | $70.56B |
Spotify Technology S.A.SPOT | 5.6% | 0.11% | 6.53% | 10.58% | 6.76% | -8.09% | 3.65% | -5.60% | 55.84% | 140.96% | -22.98% | $109.72B |
Take-Two Interactive Software, Inc.TTWO | 5.6% | -0.22% | -4.34% | 3.44% | -1.36% | -6.41% | 13.31% | 13.51% | 50.34% | 46.68% | 4.62% | $44.80B |
Tencent Holdings LimitedTCEHY | 5.6% | 2.13% | -2.37% | 4.55% | -5.40% | -24.09% | -11.55% | -9.23% | 20.05% | 12.36% | -25.39% | $523.29B |
Toast, Inc.TOST | 5.6% | 3.74% | 5.05% | 26.17% | 13.54% | 3.18% | 34.16% | 2.69% | 54.73% | -41.39% | -16.73% | $21.25B |
Trimble Inc.TRMB | 5.6% | 0.96% | 3.92% | 13.87% | 6.49% | -23.10% | -9.90% | -9.41% | 5.72% | -34.57% | -27.04% | $14.04B |
Veeva Systems Inc.VEEV | 5.6% | -1.05% | 4.78% | 33.11% | 21.65% | 11.05% | 36.20% | 9.43% | 24.42% | -23.12% | -14.77% | $40.27B |
ZipRecruiter, Inc.ZIP | 5.6% | -18.57% | -14.43% | 7.95% | 6.85% | 7.95% | 132.60% | -32.85% | -54.88% | -83.81% | -16.80% | $363.2M |
| Theme return | — | -0.63% | -0.35% | 9.32% | 5.80% | -5.09% | 16.72% | 8.98% | 47.20% | 78.20% | -11.17% | — |
| Average | 5.6% | -0.63% | -0.35% | 11.18% | 5.32% | -9.61% | 14.84% | 0.90% | 37.21% | 44.48% | -18.83% | $98.90B |
| Median | 5.6% | 0.14% | -1.41% | 12.07% | 6.81% | -7.98% | 7.82% | -3.09% | 32.86% | 9.29% | -21.94% | $60.58B |
| Std Dev | 0.0% | 4.56% | 6.24% | 12.55% | 10.50% | 18.51% | 34.66% | 32.22% | 65.82% | 115.38% | 21.76% | $126.06B |
| Min | 5.6% | -18.57% | -14.43% | -21.99% | -22.77% | -54.62% | -29.67% | -56.71% | -54.88% | -83.81% | -55.97% | $363.2M |
| Max | 5.6% | 3.74% | 9.08% | 33.11% | 21.65% | 13.97% | 132.60% | 67.55% | 238.99% | 327.29% | 33.15% | $523.29B |
| % Positive Tickers | 61.11% | 38.89% | 88.89% | 72.22% | 33.33% | 66.67% | 44.44% | 72.22% | 55.56% | 16.67% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
AI '25: Platform Data Flywheel tracks 18 publicly listed stocks in this theme. Sample tickers: APP, AXON, CVNA, DUOL, INTU, MELI, NFLX, PH, PINS, ROK, SE, SPOT, and 6 more. Use the table below for the full list.