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Data Centers '25: Security, Electrical & Mgmt Systems
8 tickers · $229.03B total market cap
Group: Data Centers
Data Centers '25: Security, Electrical & Mgmt Systems tracks 8 publicly listed stocks in this theme: ALLE, ASSA-B.ST, BRC, BSY, HON, NEX.PA, PCOR, VIAV. See the constituent table for details.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Honeywell International Inc.HON | 04/23/2026 (BMO) | 04/23/2026 (BMO) | 5.02% | -3.09% | -3.32% | 1.87% | $137.65B | 12.5000 |
ASSA ABLOY AB (publ)ASSA-B.ST | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 3.21% | -3.79% | -9.81% | -6.02% | $39.74B | 12.5000 |
Viavi Solutions Inc.VIAV | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 16.31% | 21.38% | 86.14% | -5.95% | $11.51B | 12.5000 |
Allegion plcALLE | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -9.42% | -7.43% | -8.73% | -8.16% | $11.04B | 12.5000 |
Bentley Systems, IncorporatedBSY | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 12.53% | 2.15% | -12.26% | 0.76% | $9.74B | 12.5000 |
Nexans S.A.NEX.PA | 02/19/2026 (AMC) | — | -0.27% | — | 20.99% | — | $8.14B | 12.5000 |
Procore Technologies, Inc.PCOR | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 9.32% | -14.72% | 4.49% | -10.56% | $7.23B | 12.5000 |
Brady CorporationBRC | 05/18/2026 (BMO) | 05/18/2026 (BMO) | -6.25% | 18.98%* | -20.55% | 0.00% | $3.99B | 12.5000 |
| Average | 3.81% | 1.93% | 7.12% | -4.01% | $28.63B | 12.5000 | ||
| Median | 4.12% | -3.09% | -6.02% | -5.95% | $10.39B | 12.5000 | ||
| Std Dev | 8.35% | 12.49% | 32.08% | 4.49% | $42.50B | 0.0% | ||
| Min | -9.42% | -14.72% | -20.55% | -10.56% | $3.99B | 12.5000 | ||
| Max | 16.31% | 21.38% | 86.14% | 1.87% | $137.65B | 12.5000 | ||
| % Positive Tickers | 62.50% | 42.86% | 37.50% | 28.57% |
* 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%.