
TWLO+178.44%16.5%

BAND+303.50%16.5%

SINCH.ST+38.98%14.5%

NET+55.24%12.4%

AKAM+40.17%12.2%

FSLY+190.66%10.3%

FFIV+41.36%8.3%

VRSN+7.65%8.3%

DOCU+1.14%1.0%
As of Oct 2, 2026, 9:55 PM ET
Agentic Utilities '26: Last Mile Telephony Constituents
Twilio Inc.TWLO | 16.5% | -2.22% | 3.16% | 29.45% | -2.57% | 106.36% | 142.67% | 192.48% | 178.44% | 344.51% | -9.17% | $44.71B |
Bandwidth Inc.BAND | 16.5% | 2.08% | 8.48% | 33.23% | 1.46% | 310.03% | 327.46% | 366.15% | 303.50% | 272.31% | -27.15% | $2.05B |
Sinch AB (publ)SINCH.ST | 14.5% | -0.04% | -8.44% | -0.90% | -0.04% | 32.71% | 78.21% | 111.13% | 38.98% | 63.70% | -76.85% | $3.18B |
Cloudflare, Inc.NET | 12.4% | -0.58% | -1.25% | 27.82% | -0.68% | 76.82% | 102.45% | 191.60% | 55.24% | 339.47% | 203.59% | $123.90B |
Akamai Technologies, Inc.AKAM | 12.2% | 1.86% | -7.60% | 4.05% | 2.26% | 25.33% | 11.14% | 33.96% | 40.17% | 8.43% | 3.26% | $15.84B |
Fastly, Inc.FSLY | 10.3% | -2.20% | 0.86% | 28.76% | -0.32% | 158.40% | 37.58% | 297.96% | 190.66% | 250.68% | -36.37% | $4.04B |
F5, Inc.FFIV | 8.3% | 2.34% | 2.02% | 18.26% | 4.24% | 81.19% | 70.44% | 69.58% | 41.36% | 108.20% | 125.45% | $25.62B |
VeriSign, Inc.VRSN | 8.3% | 0.49% | -1.64% | 1.57% | 2.65% | 21.67% | 29.20% | 16.70% | 7.65% | 56.61% | 41.24% | $26.06B |
DocuSign, Inc.DOCU | 1.0% | -1.05% | 3.17% | 5.33% | -1.24% | 0.69% | 52.82% | -17.42% | 1.14% | 9.57% | -73.23% | $13.18B |
| Theme return | — | 0.12% | -0.22% | 18.59% | -0.17% | 116.16% | 117.55% | 193.92% | 127.95% | 223.04% | 73.93% | — |
| Average | 11.1% | 0.08% | -0.14% | 16.40% | 0.64% | 90.36% | 94.66% | 140.24% | 95.24% | 161.50% | 16.75% | $28.73B |
| Median | 12.2% | -0.04% | 0.86% | 18.26% | -0.04% | 76.82% | 70.44% | 111.13% | 41.36% | 108.20% | -9.17% | $15.84B |
| Std Dev | 4.6% | 1.66% | 5.05% | 13.06% | 2.03% | 90.50% | 90.49% | 124.07% | 98.11% | 131.37% | 88.06% | $36.07B |
| Min | 1.0% | -2.22% | -8.44% | -0.90% | -2.57% | 0.69% | 11.14% | -17.42% | 1.14% | 8.43% | -76.85% | $2.05B |
| Max | 16.5% | 2.34% | 8.48% | 33.23% | 4.24% | 310.03% | 327.46% | 366.15% | 303.50% | 344.51% | 203.59% | $123.90B |
| % Positive Tickers | 44.44% | 55.56% | 88.89% | 44.44% | 100.00% | 100.00% | 88.89% | 100.00% | 100.00% | 44.44% |