ADSK-27.10%12.5%
BSY-44.23%12.5%
CDNS+19.62%12.5%
INTU-63.45%12.5%
ORCL-38.63%12.5%
PTC-36.38%12.5%
SHOP+6.96%12.5%
WDAY-39.67%12.5%
As of Jul 10, 2026, 7:14 AM ET
AI '26: Mizuho Most AI-Resilient Software Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Oracle CorporationORCL | 12.5% | 1.41% | 2.65% | -2.40% | 1.21% | -26.01% | -0.81% | -1.12% | -38.63% | $415.42B |
Shopify Inc.SHOP | 12.5% | 1.95% | 3.31% | 7.85% | 1.27% | -23.48% | 2.02% | 22.37% | 6.96% | $159.83B |
Cadence Design Systems, Inc.CDNS | 12.5% | 0.37% | 3.18% | 3.55% | 2.18% | 23.47% | 28.05% | 45.67% | 19.62% | $106.45B |
Intuit Inc.INTU | 12.5% | 1.01% | 0.92% | 2.62% | 2.36% | -58.73% | -33.16% | -55.97% | -63.45% | $74.78B |
Autodesk, Inc.ADSK | 12.5% | 0.92% | 1.23% | 6.83% | 4.42% | -29.54% | -15.17% | -22.15% | -27.10% | $44.04B |
Workday, Inc.WDAY | 12.5% | 0.93% | 0.33% | 11.94% | 6.19% | -35.59% | 3.42% | -41.23% | -39.67% | $36.24B |
PTC Inc.PTC | 12.5% | 1.33% | 0.96% | 8.69% | 3.35% | -28.94% | -20.95% | -21.23% | -36.38% | $14.30B |
Bentley Systems, IncorporatedBSY | 12.5% | -4.30% | -0.13% | 6.36% | 1.05% | -17.18% | -13.52% | -23.03% | -44.23% | $9.24B |
| Theme return | — | 0.45% | 1.56% | 5.68% | 3.28% | -24.76% | -5.39% | -11.24% | -27.94% | — |
| Average | 12.5% | 0.45% | 1.56% | 5.68% | 2.75% | -24.50% | -6.26% | -12.09% | -27.86% | $107.54B |
| Median | 12.5% | 0.97% | 1.10% | 6.60% | 2.27% | -27.47% | -7.16% | -21.69% | -37.51% | $59.41B |
| Std Dev | 0.0% | 1.85% | 1.23% | 4.09% | 1.69% | 21.50% | 17.47% | 31.07% | 25.81% | $125.54B |
| Min | 12.5% | -4.30% | -0.13% | -2.40% | 1.05% | -58.73% | -33.16% | -55.97% | -63.45% | $9.24B |
| Max | 12.5% | 1.95% | 3.31% | 11.94% | 6.19% | 23.47% | 28.05% | 45.67% | 19.62% | $415.42B |
| % Positive Tickers | 87.50% | 87.50% | 87.50% | 100.00% | 12.50% | 37.50% | 25.00% | 25.00% |
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.