Theme
AI '26: Mizuho Most AI-Resilient Software☆
ADSK-24.72%12.5%
BSY-31.36%12.5%
CDNS+0.05%12.5%
INTU-52.88%12.5%
ORCL-54.35%12.5%
PTC-3.96%12.5%
SHOP+0.42%12.5%
WDAY-21.16%12.5%
As of Oct 9, 2026, 4:27 AM ET
AI '26: Mizuho Most AI-Resilient Software Constituents
Autodesk, Inc.ADSK | 12.5% | -0.62% | 12.75% | 13.06% | 10.55% | -21.08% | -4.99% | -12.81% | -24.72% | -15.08% | -16.25% | $49.32B |
Bentley Systems, IncorporatedBSY | 12.5% | -0.94% | 11.28% | 8.78% | 6.32% | -8.76% | -4.73% | -15.22% | -31.36% | -27.82% | -38.35% | $10.18B |
Cadence Design Systems, Inc.CDNS | 12.5% | -2.04% | 6.78% | 22.57% | -0.54% | 11.60% | 15.74% | 31.67% | 0.05% | 29.13% | 132.37% | $96.07B |
Intuit Inc.INTU | 12.5% | 2.23% | 12.80% | -3.20% | 7.46% | -54.13% | -25.71% | -51.06% | -52.88% | -50.29% | -41.57% | $83.12B |
Oracle CorporationORCL | 12.5% | -5.58% | 2.23% | -16.13% | -1.82% | -30.45% | -6.77% | -7.06% | -54.35% | -22.09% | 50.13% | $389.41B |
PTC Inc.PTC | 12.5% | 0.07% | 38.69% | 50.31% | 32.27% | 11.20% | 23.72% | 23.27% | -3.96% | 8.84% | 61.39% | $22.38B |
Shopify Inc.SHOP | 12.5% | -0.89% | 14.27% | 29.79% | 10.38% | 2.23% | 36.30% | 63.50% | 0.42% | 99.27% | 19.42% | $213.54B |
Workday, Inc.WDAY | 12.5% | 1.93% | -0.42% | 0.95% | 0.57% | -12.56% | 40.41% | -20.21% | -21.16% | -21.57% | -26.61% | $49.20B |
| Theme return | — | -0.73% | 12.30% | 10.22% | 8.07% | -11.12% | 11.77% | 4.86% | -22.18% | 2.65% | 32.88% | — |
| Average | 12.5% | -0.73% | 12.30% | 13.27% | 8.15% | -12.74% | 9.25% | 1.51% | -23.50% | 0.05% | 17.56% | $114.15B |
| Median | 12.5% | -0.75% | 12.02% | 10.92% | 6.89% | -10.66% | 5.51% | -9.93% | -22.94% | -18.33% | 1.58% | $66.22B |
| Std Dev | 0.0% | 2.29% | 11.16% | 19.49% | 10.18% | 20.92% | 21.88% | 33.58% | 20.59% | 43.68% | 56.88% | $119.68B |
| Min | 12.5% | -5.58% | -0.42% | -16.13% | -1.82% | -54.13% | -25.71% | -51.06% | -54.35% | -50.29% | -41.57% | $10.18B |
| Max | 12.5% | 2.23% | 38.69% | 50.31% | 32.27% | 11.60% | 40.41% | 63.50% | 0.42% | 99.27% | 132.37% | $389.41B |
| % Positive Tickers | 37.50% | 87.50% | 75.00% | 75.00% | 37.50% | 50.00% | 37.50% | 25.00% | 37.50% | 50.00% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondaryWgt ↓ · Scroll right · Tap headers to sort