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Fiscal Spend Short '25: Permitting
7 tickers · $122.04B total market cap
Group: Fiscal Spend Short
Fiscal Spend Short '25: Permitting tracks 7 publicly listed stocks in this theme: ADSK, ARCAD.AS, BSY, HEXA-B.ST, NEM.XETRA, PCOR, TRMB. See the constituent table for details.
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 |
|---|---|---|---|---|---|---|---|---|
Autodesk, Inc.ADSK | 02/26/2026 (AMC) | 05/28/2026 (AMC) | 5.32% | — | -0.70% | — | $51.55B | 14.2857 |
Hexagon AB (publ)HEXA-B.ST | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -0.18% | -2.01% | -1.01% | 2.07% | $28.63B | 14.2857 |
Trimble Inc.TRMB | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -4.17% | -9.54% | -3.92% | -11.79% | $12.72B | 14.2857 |
Bentley Systems, IncorporatedBSY | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 12.53% | 2.15% | -12.26% | 0.76% | $9.65B | 14.2857 |
Nemetschek SENEM.XETRA | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 3.21% | -1.28% | -8.72% | 6.03% | $8.83B | 14.2857 |
Procore Technologies, Inc.PCOR | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 9.32% | -14.72% | 4.49% | -10.56% | $7.15B | 14.2857 |
Arcadis N.V.ARCAD.AS | 02/19/2026 (AMC) | — | -7.11% | — | 18.84% | — | $3.50B | 14.2857 |
| Average | 2.70% | -5.08% | -0.47% | -2.70% | $17.43B | 14.2857 | ||
| Median | 3.21% | -2.01% | -1.01% | 0.76% | $9.65B | 14.2857 | ||
| Std Dev | 6.54% | 6.15% | 9.39% | 7.15% | $15.79B | 0.0% | ||
| Min | -7.11% | -14.72% | -12.26% | -11.79% | $3.50B | 14.2857 | ||
| Max | 12.53% | 2.15% | 18.84% | 6.03% | $51.55B | 14.2857 | ||
| % Positive Tickers | 57.14% | 20.00% | 28.57% | 60.00% |
* 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%.
