ADSK+21.01%12.5%
BSY+18.09%12.5%
CDNS-2.21%12.5%
INTU+23.85%12.5%
ORCL+27.38%12.5%
PTC+30.51%12.5%
SHOP+31.21%12.5%
WDAY+47.78%12.5%
As of Aug 24, 2026, 4:53 AM ET
AI '26: Mizuho Most AI-Resilient Software Constituents
Autodesk, Inc.ADSK | 12.5% | 1.12% | 0.89% | 21.01% | 8.38% | -14.25% | 3.24% | -5.26% | -0.56% | -24.63% | -12.54% | $53.59B |
Bentley Systems, IncorporatedBSY | 12.5% | 1.87% | 2.29% | 18.09% | 4.63% | -2.84% | 1.45% | -9.71% | -25.75% | -40.76% | -32.15% | $10.84B |
Cadence Design Systems, Inc.CDNS | 12.5% | 1.73% | -2.60% | -2.21% | -6.18% | 2.06% | 5.85% | 20.41% | 16.47% | 101.50% | -8.75% | $87.86B |
Intuit Inc.INTU | 12.5% | 1.42% | 9.08% | 23.85% | 16.11% | -44.60% | -10.28% | -40.89% | -40.59% | -32.08% | -44.62% | $100.39B |
Oracle CorporationORCL | 12.5% | 3.10% | 0.68% | 27.38% | 12.78% | -24.85% | 0.74% | 0.42% | 5.74% | 72.87% | -38.03% | $421.90B |
PTC Inc.PTC | 12.5% | 0.76% | 2.82% | 30.51% | 12.74% | -11.21% | -1.22% | -1.58% | -12.76% | 19.08% | -28.07% | $17.87B |
Shopify Inc.SHOP | 12.5% | 1.41% | -2.20% | 31.21% | 27.40% | -7.28% | 23.62% | 48.29% | 96.02% | 0.75% | 5.02% | $193.67B |
Workday, Inc.WDAY | 12.5% | 1.36% | 10.34% | 47.78% | 24.74% | -6.88% | 49.53% | -15.03% | -23.06% | -17.56% | -9.61% | $52.39B |
| Theme return | — | 1.60% | 2.66% | 19.89% | 11.82% | -12.02% | 10.64% | 3.80% | 5.05% | 25.09% | -18.12% | — |
| Average | 12.5% | 1.60% | 2.66% | 24.70% | 12.58% | -13.73% | 9.12% | -0.42% | 1.94% | 9.90% | -21.09% | $117.31B |
| Median | 12.5% | 1.42% | 1.59% | 25.62% | 12.76% | -9.25% | 2.35% | -3.42% | -6.66% | -8.41% | -20.30% | $70.73B |
| Std Dev | 0.0% | 0.65% | 4.45% | 13.22% | 10.08% | 13.87% | 17.68% | 24.42% | 39.53% | 48.48% | 16.01% | $127.11B |
| Min | 12.5% | 0.76% | -2.60% | -2.21% | -6.18% | -44.60% | -10.28% | -40.89% | -40.59% | -40.76% | -44.62% | $10.84B |
| Max | 12.5% | 3.10% | 10.34% | 47.78% | 27.40% | 2.06% | 49.53% | 48.29% | 96.02% | 101.50% | 5.02% | $421.90B |
| % Positive Tickers | 100.00% | 75.00% | 87.50% | 87.50% | 12.50% | 75.00% | 37.50% | 37.50% | 50.00% | 12.50% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
AI '26: Mizuho Most AI-Resilient Software tracks 8 publicly listed stocks in this theme: ADSK, BSY, CDNS, INTU, ORCL, PTC, SHOP, WDAY. See the constituent table for details.