APP+50.27%5.6%
AXON-20.60%5.6%
CVNA-2.88%5.6%
DUOL-65.84%5.6%
INTU-63.45%5.6%
MELI-24.74%5.6%
NFLX-39.65%5.6%
PH+32.88%5.6%
PINS-36.59%5.6%
ROK+35.52%5.6%
SE-26.97%5.6%
SPOT-31.56%5.6%
TCEHY-5.54%5.6%
TOST-34.82%5.6%
TRMB-34.79%5.6%
TTWO+4.58%5.6%
VEEV-32.64%5.6%
ZIP-24.76%5.6%
As of Jul 10, 2026, 7:14 AM ET
AI '25: Platform Data Flywheel Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Tencent Holdings LimitedTCEHY | 5.6% | 0.07% | -2.04% | 11.28% | 6.21% | -22.02% | -9.15% | -6.76% | -5.54% | $538.82B |
Netflix, Inc.NFLX | 5.6% | 0.93% | -0.16% | 2.29% | 1.73% | -19.51% | -21.58% | -19.33% | -39.65% | $317.79B |
AppLovin CorporationAPP | 5.6% | 0.94% | -0.34% | 4.34% | -7.82% | -22.76% | 19.70% | 79.22% | 50.27% | $174.83B |
Parker-Hannifin CorporationPH | 5.6% | 0.44% | 1.07% | -1.52% | -1.52% | 7.99% | -5.95% | 50.91% | 32.88% | $119.68B |
Spotify Technology S.A.SPOT | 5.6% | 0.75% | 0.14% | 5.10% | 2.84% | -16.33% | -5.64% | -14.07% | -31.56% | $100.01B |
MercadoLibre, Inc.MELI | 5.6% | 0.41% | -0.09% | 7.41% | 3.77% | -10.25% | 2.86% | -6.53% | -24.74% | $91.65B |
Intuit Inc.INTU | 5.6% | 1.01% | 0.92% | 2.62% | 2.36% | -58.73% | -33.16% | -55.97% | -63.45% | $74.78B |
Carvana Co.CVNA | 5.6% | -0.55% | 1.15% | 5.34% | -1.11% | -20.48% | 0.43% | 48.29% | -2.88% | $73.62B |
Sea LimitedSE | 5.6% | 0.94% | 3.61% | 17.39% | 6.63% | -14.47% | 0.61% | -18.93% | -26.97% | $66.83B |
Rockwell Automation, Inc.ROK | 5.6% | -0.26% | 0.83% | -3.08% | -3.18% | 20.15% | 14.73% | 79.21% | 35.52% | $52.02B |
Axon Enterprise, Inc.AXON | 5.6% | -0.08% | -2.97% | 13.98% | -2.01% | 2.48% | 7.30% | 4.22% | -20.60% | $46.91B |
Take-Two Interactive Software, Inc.TTWO | 5.6% | 0.92% | -2.10% | -0.42% | -1.69% | -3.88% | 16.37% | 16.58% | 4.58% | $45.69B |
Veeva Systems Inc.VEEV | 5.6% | 0.73% | 0.81% | 7.65% | 2.97% | -15.02% | 4.23% | -16.26% | -32.64% | $30.82B |
Toast, Inc.TOST | 5.6% | 0.45% | 0.98% | 2.45% | 0.49% | -18.76% | 5.64% | -19.14% | -34.82% | $16.73B |
Pinterest, Inc.PINS | 5.6% | 0.18% | 0.75% | 3.75% | 3.70% | -12.32% | 32.52% | -27.66% | -36.59% | $15.09B |
Trimble Inc.TRMB | 5.6% | -0.13% | 0.59% | 3.82% | 0.25% | -32.72% | -21.18% | -20.75% | -34.79% | $12.29B |
Duolingo, Inc.DUOL | 5.6% | 0.23% | 1.87% | 12.00% | 7.21% | -25.95% | 28.66% | -61.50% | -65.84% | $6.05B |
ZipRecruiter, Inc.ZIP | 5.6% | 3.06% | 0.77% | 1.29% | 0.51% | 0.51% | 116.57% | -37.48% | -24.76% | $338.2M |
| Theme return | — | 0.56% | 0.32% | 5.32% | 1.79% | -10.77% | 9.74% | 2.46% | -15.39% | — |
| Average | 5.6% | 0.56% | 0.32% | 5.32% | 1.19% | -14.56% | 8.50% | -1.44% | -17.87% | $99.11B |
| Median | 5.6% | 0.45% | 0.76% | 4.08% | 1.12% | -15.67% | 3.55% | -15.16% | -25.86% | $59.42B |
| Std Dev | 0.0% | 0.76% | 1.48% | 5.31% | 3.69% | 16.64% | 31.02% | 40.06% | 31.02% | $129.51B |
| Min | 5.6% | -0.55% | -2.97% | -3.08% | -7.82% | -58.73% | -33.16% | -61.50% | -65.84% | $338.2M |
| Max | 5.6% | 3.06% | 3.61% | 17.39% | 7.21% | 20.15% | 116.57% | 79.22% | 50.27% | $538.82B |
| % Positive Tickers | 77.78% | 66.67% | 83.33% | 66.67% | 22.22% | 66.67% | 33.33% | 22.22% |
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.