DELL+218.29%10.0%
NTAP+76.56%10.0%
HPE+141.70%9.0%
NTNX-18.17%9.0%
P+36.14%9.0%
NVDA+15.56%8.0%
PLTR-20.23%8.0%
IBM-10.56%7.0%
CSCO+72.84%6.0%
FFIV+30.95%5.0%
RBRK-17.44%5.0%
CVLT-34.46%4.0%
DDOG+97.62%3.0%
VRNS-27.01%3.0%
0992.HK+136.42%2.0%
6702.T-3.91%2.0%
As of Aug 3, 2026, 6:14 AM ET
AI '26: Data Sovereignty Constituents
Dell Technologies Inc.DELL | 10.0% | 0.22% | 0.07% | 0.27% | 0.00% | 221.93% | 173.67% | 325.10% | 218.29% | $269.27B |
NetApp, Inc.NTAP | 10.0% | 0.36% | 2.60% | 7.69% | 0.00% | 67.50% | 80.25% | 98.52% | 76.56% | $34.97B |
Everpure, IncP | 9.0% | 0.00% | 0.00% | -0.15% | 0.00% | 10.74% | 15.56% | 61.29% | 36.14% | $25.50B |
Hewlett Packard Enterprise CompanyHPE | 9.0% | 0.50% | 1.55% | 2.48% | 0.00% | 99.33% | 123.01% | 199.20% | 141.70% | $63.43B |
Nutanix, Inc.NTNX | 9.0% | 0.91% | -0.42% | 8.89% | 0.00% | 14.16% | 54.15% | -17.32% | -18.17% | $15.95B |
NVIDIA CorporationNVDA | 8.0% | -0.31% | 2.93% | -3.16% | 0.00% | 7.64% | 13.30% | 81.81% | 15.56% | $4.86T |
Palantir Technologies Inc.PLTR | 8.0% | 3.41% | 0.65% | -7.24% | 0.00% | -30.77% | -10.30% | 40.72% | -20.23% | $282.55B |
International Business Machines CorporationIBM | 7.0% | 1.69% | 0.86% | 6.25% | 0.00% | -24.50% | -6.89% | -10.53% | -10.56% | $210.71B |
Cisco Systems, Inc.CSCO | 6.0% | 0.68% | 2.14% | 3.40% | 0.00% | 51.38% | 45.97% | 88.88% | 72.84% | $457.17B |
F5, Inc.FFIV | 5.0% | 1.71% | 3.55% | -1.51% | 0.00% | 57.71% | 48.35% | 47.61% | 30.95% | $22.71B |
Rubrik, Inc.RBRK | 5.0% | 1.69% | 1.09% | -4.54% | 0.00% | -5.39% | 39.26% | 15.91% | -17.44% | $14.89B |
Commvault Systems, Inc.CVLT | 4.0% | 0.90% | 1.19% | -19.58% | 0.00% | -6.03% | 38.46% | -29.20% | -34.46% | $4.88B |
Datadog, Inc.DDOG | 3.0% | 1.81% | -0.22% | 5.17% | 0.00% | 97.05% | 139.34% | 163.46% | 97.62% | $95.39B |
Varonis Systems, Inc.VRNS | 3.0% | 2.49% | 0.05% | -13.49% | 0.00% | 21.80% | 72.94% | -3.87% | -27.01% | $4.59B |
Fujitsu Limited6702.T | 2.0% | 0.00% | -6.23% | 10.58% | 0.00% | -19.44% | -2.80% | 11.02% | -3.91% | $40.62B |
Lenovo Group Limited0992.HK | 2.0% | 0.00% | 1.97% | 2.67% | 0.00% | 155.66% | 144.65% | 128.72% | 136.42% | $37.74B |
| Average | 6.3% | 1.00% | 0.74% | -0.14% | 0.00% | 44.92% | 60.56% | 75.08% | 43.39% | $402.67B |
| Median | 6.5% | 0.79% | 0.98% | 1.38% | 0.00% | 17.98% | 47.16% | 54.45% | 23.26% | $39.18B |
| Std Dev | 2.8% | 1.01% | 2.14% | 7.87% | 0.00% | 67.94% | 55.73% | 90.86% | 71.81% | $1.16T |
| Min | 2.0% | -0.31% | -6.23% | -19.58% | 0.00% | -30.77% | -10.30% | -29.20% | -34.46% | $4.59B |
| Max | 10.0% | 3.41% | 3.55% | 10.58% | 0.00% | 221.93% | 173.67% | 325.10% | 218.29% | $4.86T |
| % Positive Tickers | 75.00% | 75.00% | 56.25% | 0.00% | 68.75% | 81.25% | 75.00% | 56.25% |
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About this theme
AI '26: Data Sovereignty tracks 16 publicly listed stocks in this theme. Sample tickers: 0992.HK, 6702.T, CSCO, CVLT, DDOG, DELL, FFIV, HPE, IBM, NTAP, NTNX, NVDA, and 4 more. Use the table below for the full list.