CRM-38.44%10.0%
NOW-43.79%10.0%
MSFT-23.35%9.0%
ORCL-38.63%8.0%
SAP-48.25%8.0%
WDAY-39.67%7.0%
ADBE-40.06%6.0%
ADSK-27.10%5.0%
HUBS-62.81%5.0%
PLTR-9.45%5.0%
TEAM-54.66%5.0%
DDOG+95.65%4.0%
SNOW+24.75%4.0%
DOCU-36.14%3.0%
MNDY-72.23%3.0%
PATH-8.46%2.0%
WK-25.24%2.0%
ZM+19.76%2.0%
ASAN-48.89%1.0%
BOX-13.28%1.0%
As of Jul 10, 2026, 7:14 AM ET
Data Owners '25: Enterprise Workflow Data Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Microsoft CorporationMSFT | 9.0% | 0.94% | 0.27% | 4.28% | 0.02% | -20.52% | -2.13% | 0.58% | -23.35% | $2.86T |
Oracle CorporationORCL | 8.0% | 1.41% | 2.65% | -2.40% | 1.21% | -26.01% | -0.81% | -1.12% | -38.63% | $415.42B |
Palantir Technologies Inc.PLTR | 5.0% | 0.92% | -2.41% | 11.53% | 2.63% | -27.40% | -5.94% | 47.56% | -9.45% | $296.28B |
SAP SESAP | 8.0% | 0.38% | 0.66% | 2.30% | -0.43% | -34.77% | -21.37% | -41.09% | -48.25% | $184.64B |
Salesforce, Inc.CRM | 10.0% | 0.83% | -2.45% | 2.89% | -0.45% | -38.66% | -16.58% | -40.06% | -38.44% | $133.09B |
ServiceNow, Inc.NOW | 10.0% | 1.83% | 0.98% | 8.87% | 2.87% | -28.95% | 0.77% | -33.96% | -43.79% | $112.25B |
Datadog, Inc.DDOG | 4.0% | 1.34% | 3.03% | 8.22% | 1.71% | 97.81% | 140.26% | 164.48% | 95.65% | $95.75B |
Snowflake Inc.SNOW | 4.0% | 0.69% | 2.37% | 6.29% | 2.41% | 21.94% | 58.83% | 73.80% | 24.75% | $92.71B |
Adobe Inc.ADBE | 6.0% | 0.54% | 0.77% | 7.86% | 5.53% | -36.38% | -15.15% | -42.29% | -40.06% | $88.50B |
Autodesk, Inc.ADSK | 5.0% | 0.92% | 1.23% | 6.83% | 4.42% | -29.54% | -15.17% | -22.15% | -27.10% | $44.04B |
Workday, Inc.WDAY | 7.0% | 0.93% | 0.33% | 11.94% | 6.19% | -35.59% | 3.42% | -41.23% | -39.67% | $36.24B |
Zoom Communications, Inc.ZM | 2.0% | 0.69% | 2.84% | 4.34% | -0.28% | 4.16% | 21.56% | 19.78% | 19.76% | $26.36B |
Atlassian CorporationTEAM | 5.0% | 0.99% | 6.13% | 14.45% | 9.07% | -44.05% | 20.74% | -59.50% | -54.66% | $23.83B |
HubSpot, Inc.HUBS | 5.0% | 0.99% | 4.11% | 11.64% | 9.71% | -48.68% | -22.14% | -65.27% | -62.81% | $10.55B |
DocuSign, Inc.DOCU | 3.0% | 0.15% | 3.26% | 8.26% | 5.95% | -28.71% | 8.19% | -41.53% | -36.14% | $9.31B |
UiPath Inc.PATH | 2.0% | 1.06% | 3.33% | 10.49% | 2.16% | -28.00% | 9.97% | 9.06% | -8.46% | $6.28B |
monday.com Ltd.MNDY | 3.0% | 0.72% | 3.25% | 13.65% | 9.69% | -43.31% | 15.16% | -68.62% | -72.23% | $4.28B |
Box, Inc.BOX | 100.0% | -3.99% | -0.28% | 8.39% | 4.92% | -3.71% | 22.29% | -8.48% | -13.28% | $3.99B |
Workiva Inc.WK | 2.0% | 0.32% | 0.69% | 7.17% | 3.03% | -39.33% | -15.02% | -32.14% | -25.24% | $2.94B |
Asana, Inc.ASAN | 100.0% | 0.47% | 4.10% | 5.29% | 0.82% | -46.24% | 3.80% | -54.05% | -48.89% | $1.75B |
| Theme return | — | 0.90% | 1.25% | 6.90% | 4.11% | -24.90% | 3.76% | -19.18% | -29.74% | — |
| Average | 5.0% | 0.61% | 1.74% | 7.61% | 3.56% | -21.80% | 9.53% | -11.81% | -24.51% | $222.17B |
| Median | 5.0% | 0.88% | 1.80% | 8.04% | 2.75% | -29.24% | 2.09% | -33.05% | -37.29% | $40.14B |
| Std Dev | 2.8% | 1.12% | 2.11% | 4.03% | 3.21% | 32.33% | 35.41% | 54.37% | 36.49% | $613.19B |
| Min | 100.0% | -3.99% | -2.45% | -2.40% | -0.45% | -48.68% | -22.14% | -68.62% | -72.23% | $1.75B |
| Max | 10.0% | 1.83% | 6.13% | 14.45% | 9.71% | 97.81% | 140.26% | 164.48% | 95.65% | $2.86T |
| % Positive Tickers | 95.00% | 85.00% | 95.00% | 85.00% | 15.00% | 55.00% | 30.00% | 15.00% |
About this theme
Data Owners '25: Enterprise Workflow Data tracks 20 publicly listed stocks in this theme. Sample tickers: ADBE, ADSK, ASAN, BOX, CRM, DDOG, DOCU, HUBS, MNDY, MSFT, NOW, ORCL, and 8 more. Use the table below for the full list.
