Theme · live manifest · live theme JSON
BS Jobs '26: Bloated Operations in Industrial
5 tickers · $67.21B total market cap
Group: BS Jobs
AI's accelerating adoption will drive significant efficiency gains and headcount reductions in large, bureaucratic organizations burdened by "bullshit jobs." Companies leveraging AI to streamline operations and reduce administrative overhead are poised for outperformance as the market recognizes AI's broader impact beyond infrastructure. The bull case is compelling due to maturing tech and proven efficiency.
BS Jobs '26: Bloated Operations in Industrial tracks 5 publicly listed stocks in this theme: AVY, BT-A.LSE, JLL, KBX.XETRA, PPG. 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 |
|---|---|---|---|---|---|---|---|---|
PPG Industries, Inc.PPG | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 5.65% | -5.09% | -5.33% | -2.86% | $22.67B | 20.0000 |
Knorr-Bremse AGKBX.XETRA | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 8.25% | 0.50% | -11.20% | -2.06% | $19.08B | 20.0000 |
Jones Lang LaSalle IncorporatedJLL | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 9.36% | -6.92% | 7.96% | -9.11% | $13.29B | 20.0000 |
Avery Dennison CorporationAVY | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 3.24% | -1.23% | -14.46% | -5.33% | $11.87B | 20.0000 |
BT Group plcBT-A.LSE | 05/22/2025 (BMO) | 05/22/2025 (BMO) | -3.32% | 3.08% | 29.20% | 38.85% | $303.6M | 20.0000 |
| Average | 4.64% | -1.93% | 1.23% | 3.90% | $13.44B | 20.0000 | ||
| Median | 5.65% | -1.23% | -5.33% | -2.86% | $13.29B | 20.0000 | ||
| Std Dev | 4.51% | 3.64% | 15.95% | 17.65% | $7.64B | 0.0% | ||
| Min | -3.32% | -6.92% | -14.46% | -9.11% | $303.6M | 20.0000 | ||
| Max | 9.36% | 3.08% | 29.20% | 38.85% | $22.67B | 20.0000 | ||
| % Positive Tickers | 80.00% | 40.00% | 40.00% | 20.00% |
* 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%.