DOCU-36.14%14.3%
FSLY+193.36%14.3%
HUBS-62.81%14.3%
OLO+1.18%14.3%
TWLO+86.33%14.3%
WDAY-39.67%14.3%
ZM+19.76%14.3%
As of Jul 10, 2026, 7:14 AM ET
Infra Built in ZIRP '25: Digital Infra Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Workday, Inc.WDAY | 14.3% | 0.93% | 0.33% | 11.94% | 6.19% | -35.59% | 3.42% | -41.23% | -39.67% | $36.24B |
Twilio Inc.TWLO | 14.3% | 2.31% | 1.44% | 9.98% | 4.45% | 53.68% | 80.72% | 117.82% | 86.33% | $33.18B |
Zoom Communications, Inc.ZM | 14.3% | 0.69% | 2.84% | 4.34% | -0.28% | 4.16% | 21.56% | 19.78% | 19.76% | $26.36B |
HubSpot, Inc.HUBS | 14.3% | 0.99% | 4.11% | 11.64% | 9.71% | -48.68% | -22.14% | -65.27% | -62.81% | $10.55B |
DocuSign, Inc.DOCU | 14.3% | 0.15% | 3.26% | 8.26% | 5.95% | -28.71% | 8.19% | -41.53% | -36.14% | $9.31B |
Fastly, Inc.FSLY | 14.3% | 0.42% | 2.99% | 12.94% | 9.54% | 99.71% | 6.33% | 207.56% | 193.36% | $3.18B |
Olo Inc.OLO | 14.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 65.75% | 1.18% | $1.74B |
| Theme return | — | 0.78% | 2.14% | 8.44% | 5.96% | 2.59% | 17.79% | 19.79% | 9.48% | — |
| Average | 14.3% | 0.78% | 2.14% | 8.44% | 5.08% | 6.37% | 14.01% | 37.55% | 23.14% | $17.22B |
| Median | 14.3% | 0.69% | 2.84% | 9.98% | 5.95% | 0.00% | 6.33% | 19.78% | 1.18% | $10.55B |
| Std Dev | 0.0% | 0.71% | 1.45% | 4.36% | 3.75% | 49.31% | 29.80% | 92.19% | 83.07% | $13.33B |
| Min | 14.3% | 0.00% | 0.00% | 0.00% | -0.28% | -48.68% | -22.14% | -65.27% | -62.81% | $1.74B |
| Max | 14.3% | 2.31% | 4.11% | 12.94% | 9.71% | 99.71% | 80.72% | 207.56% | 193.36% | $36.24B |
| % Positive Tickers | 85.71% | 85.71% | 85.71% | 71.43% | 42.86% | 71.43% | 57.14% | 57.14% |
About this theme
Infra Built in ZIRP '25: Digital Infra tracks 7 publicly listed stocks in this theme: DOCU, FSLY, HUBS, OLO, TWLO, WDAY, ZM. See the constituent table for details.
