DOCU-17.12%14.3%
FSLY+232.67%14.3%
HUBS-49.40%14.3%
OLO+0.29%14.3%
TWLO+111.79%14.3%
WDAY-9.61%14.3%
ZM+30.27%14.3%
As of Aug 24, 2026, 4:53 AM ET
Infra Built in ZIRP '25: Digital Infra Constituents
DocuSign, Inc.DOCU | 14.3% | -0.45% | 4.48% | 22.92% | 13.08% | -9.36% | 37.56% | -25.66% | 7.94% | -78.69% | -17.12% | $11.84B |
Fastly, Inc.FSLY | 14.3% | 9.86% | -13.31% | 23.27% | 10.11% | 145.09% | 30.49% | 277.46% | 291.07% | -42.33% | 232.67% | $3.90B |
HubSpot, Inc.HUBS | 14.3% | 0.06% | 8.84% | 17.14% | 1.12% | -40.19% | -9.26% | -59.53% | -52.29% | -64.46% | -49.40% | $12.29B |
Olo Inc.OLO | 14.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 65.75% | 86.21% | -71.82% | 0.29% | $1.74B |
Twilio Inc.TWLO | 14.3% | 2.46% | -11.97% | 17.67% | 14.16% | 58.39% | 86.26% | 124.49% | 270.80% | -35.47% | 111.79% | $34.19B |
Workday, Inc.WDAY | 14.3% | 1.36% | 10.34% | 47.78% | 24.74% | -6.88% | 49.53% | -15.03% | -23.06% | -17.56% | -9.61% | $52.39B |
Zoom Communications, Inc.ZM | 14.3% | 1.06% | 1.29% | 22.09% | 11.82% | 24.50% | 45.29% | 43.16% | 53.17% | -68.52% | 30.27% | $31.50B |
| Theme return | — | 2.05% | -0.05% | 19.49% | 11.65% | 22.34% | 40.47% | 42.85% | 82.41% | -35.94% | 37.24% | — |
| Average | 14.3% | 2.05% | -0.05% | 21.55% | 10.72% | 24.51% | 34.27% | 58.66% | 90.55% | -54.12% | 42.70% | $21.12B |
| Median | 14.3% | 1.06% | 1.29% | 22.09% | 11.82% | 0.00% | 37.56% | 43.16% | 53.17% | -64.46% | 0.29% | $12.29B |
| Std Dev | 0.0% | 3.32% | 8.68% | 13.05% | 7.77% | 56.83% | 29.64% | 106.24% | 127.75% | 20.89% | 90.72% | $17.29B |
| Min | 14.3% | -0.45% | -13.31% | 0.00% | 0.00% | -40.19% | -9.26% | -59.53% | -52.29% | -78.69% | -49.40% | $1.74B |
| Max | 14.3% | 9.86% | 10.34% | 47.78% | 24.74% | 145.09% | 86.26% | 277.46% | 291.07% | -17.56% | 232.67% | $52.39B |
| % Positive Tickers | 71.43% | 57.14% | 85.71% | 85.71% | 42.86% | 71.43% | 57.14% | 71.43% | 0.00% | 57.14% |
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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.