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BS Jobs '26: Billable Hours Pyramid
8 tickers · $246.02B total market cap
Group: BS Jobs
AI will drive significant productivity gains and cost reductions by automating 'bullshit jobs' in large, bureaucratic organizations. This creates an investment opportunity in companies poised to benefit from internal efficiency and those facilitating this transformation, as the market begins to re-evaluate AI beneficiaries beyond infrastructure. The bull case appears compelling given rapid AI advancements and identified market mispricing.
BS Jobs '26: Billable Hours Pyramid tracks 8 publicly listed stocks in this theme: ACN, BAH, CAP.PA, CTSH, EPAM, ERF.PA, GIB-A.TO, INFY. See the constituent table for details.
Thesis update: 2026-03-22
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Accenture plcACN | 03/19/2026 (BMO) | 06/18/2026 (BMO) | 2.48% | — | -11.60% | — | $108.81B | 12.5000 |
Infosys LimitedINFY | 04/16/2026 (BMO) | 04/16/2026 (BMO) | 7.42% | 1.05% | -23.96% | -12.03% | $51.59B | 12.5000 |
Cognizant Technology Solutions CorporationCTSH | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 0.48% | -4.03% | -29.03% | -3.82% | $24.11B | 12.5000 |
Capgemini SECAP.PA | 02/13/2026 (AMC) | — | -0.04% | — | -1.31% | — | $20.42B | 12.5000 |
CGI Inc.GIB-A.TO | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -3.04% | -10.99% | -14.15% | -1.17% | $14.07B | 12.5000 |
Eurofins Scientific SEERF.PA | 01/29/2026 (AMC) | — | 1.95% | — | -11.56% | — | $12.43B | 12.5000 |
Booz Allen Hamilton Holding CorporationBAH | 01/23/2026 (BMO) | 05/22/2026 (BMO) | 6.76% | — | -24.68% | — | $9.29B | 12.5000 |
EPAM Systems, Inc.EPAM | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -17.20% | -7.24% | -22.96% | 1.29% | $5.30B | 12.5000 |
| Average | -0.15% | -5.30% | -17.41% | -3.93% | $30.75B | 12.5000 | ||
| Median | 1.22% | -5.63% | -18.56% | -2.49% | $17.25B | 12.5000 | ||
| Std Dev | 7.21% | 4.42% | 8.66% | 5.01% | $32.40B | 0.0% | ||
| Min | -17.20% | -10.99% | -29.03% | -12.03% | $5.30B | 12.5000 | ||
| Max | 7.42% | 1.05% | -1.31% | 1.29% | $108.81B | 12.5000 | ||
| % Positive Tickers | 62.50% | 25.00% | 0.00% | 25.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.