Theme
AI '25: Apps & Edge Deployment☆
APP-60.78%4.2%
BOX+3.89%4.2%
CLS+47.04%4.2%
CWAN+39.62%4.2%
EFX-39.53%4.2%
EL.PA-50.72%4.2%
FDS-5.66%4.2%
FICO-64.06%4.2%
G-21.32%4.2%
GWRE-32.64%4.2%
IBM-22.30%4.2%
INTU-58.79%4.2%
META+0.22%4.2%
MGNI+25.17%4.2%
MNDY-56.70%4.2%
NOW-26.88%4.2%
PINS-38.67%4.2%
RELX-25.87%4.2%
SPGI-12.38%4.2%
TWLO+178.44%4.2%
U+11.68%4.2%
VEEV-9.08%4.2%
VERX-51.52%4.2%
ZIP-14.66%4.2%
As of Oct 2, 2026, 9:55 PM ET
AI '25: Apps & Edge Deployment Constituents
AppLovin CorporationAPP | 4.2% | -4.65% | -18.44% | -15.96% | -4.69% | -60.21% | -38.33% | -7.67% | -60.78% | 98.31% | 258.68% | $90.11B |
Box, Inc.BOX | 4.2% | -0.32% | 2.72% | -2.39% | -2.41% | 12.89% | 43.38% | 7.29% | 3.89% | 8.90% | 39.02% | $4.78B |
Celestica Inc.CLS | 4.2% | 3.84% | 3.61% | 32.82% | -1.11% | 24.80% | 32.89% | 348.01% | 47.04% | 652.52% | 4087.24% | $44.53B |
Clearwater Analytics Holdings, Inc.CWAN | 4.2% | 0.00% | 0.00% | 0.00% | 0.00% | 1.82% | 5.00% | -8.12% | 39.62% | -1.84% | 0.41% | $7.30B |
Equifax Inc.EFX | 4.2% | 0.19% | -12.07% | -24.25% | 0.55% | -35.25% | -32.76% | -43.25% | -39.53% | -52.15% | -44.03% | $16.45B |
EssilorLuxottica S.A.EL.PA | 4.2% | -1.24% | -2.34% | -12.03% | -1.24% | -48.99% | -39.15% | -44.56% | -50.72% | -29.54% | -12.56% | $73.89B |
FactSet Research Systems Inc.FDS | 4.2% | -4.18% | -3.80% | -13.12% | -4.21% | -8.36% | 22.65% | -41.13% | -5.66% | -41.80% | -30.39% | $9.46B |
Fair Isaac CorporationFICO | 4.2% | -0.08% | -29.85% | -41.65% | -3.06% | -62.06% | -54.48% | -66.06% | -64.06% | -65.84% | 62.84% | $14.28B |
Genpact LimitedG | 4.2% | -4.06% | -3.88% | -13.11% | -6.12% | -30.37% | -17.99% | -35.53% | -21.32% | -14.94% | -27.54% | $5.64B |
Guidewire Software, Inc.GWRE | 4.2% | -2.04% | 3.42% | -19.28% | 0.18% | -22.59% | 7.07% | -19.15% | -32.64% | -16.54% | 28.43% | $12.67B |
International Business Machines CorporationIBM | 4.2% | -1.32% | -3.72% | -3.85% | -1.26% | -24.79% | -7.26% | -10.88% | -22.30% | 1.42% | 89.22% | $209.76B |
Intuit Inc.INTU | 4.2% | -0.60% | -3.88% | -18.06% | -0.63% | -57.58% | -31.30% | -54.74% | -58.79% | -53.29% | -47.17% | $76.89B |
Magnite, Inc.MGNI | 4.2% | -2.79% | 1.55% | 1.23% | -1.00% | 55.18% | 84.91% | 118.81% | 25.17% | 102.21% | -13.08% | $3.54B |
Meta Platforms, Inc.META | 4.2% | 0.30% | -1.08% | 22.90% | 0.37% | 10.38% | 12.41% | 24.78% | 0.22% | 25.15% | 113.26% | $1.85T |
monday.com Ltd.MNDY | 4.2% | -1.88% | -7.09% | -16.43% | -1.72% | -46.51% | 8.65% | -70.40% | -56.70% | -71.45% | -76.33% | $3.33B |
Pinterest, Inc.PINS | 4.2% | -1.05% | 6.39% | -7.80% | 0.54% | -24.43% | 14.21% | -37.65% | -38.67% | -41.23% | -63.40% | $12.25B |
RELX PlcRELX | 4.2% | -0.21% | 4.76% | -1.71% | 3.17% | -14.52% | -0.69% | -32.23% | -25.87% | -28.30% | 20.50% | $58.35B |
S&P Global Inc.SPGI | 4.2% | -0.49% | -2.47% | -9.08% | 1.12% | -20.24% | -5.89% | -18.45% | -12.38% | -19.56% | -0.79% | $113.87B |
ServiceNow, Inc.NOW | 4.2% | -2.45% | -2.85% | -2.65% | -3.39% | -13.12% | 23.22% | -19.24% | -26.88% | -24.56% | 6.18% | $138.93B |
Twilio Inc.TWLO | 4.2% | -2.22% | 3.16% | 29.45% | -2.57% | 106.36% | 142.67% | 192.48% | 178.44% | 344.51% | -9.17% | $44.71B |
Unity Software Inc.U | 4.2% | 0.00% | 1.29% | 7.13% | 0.13% | -1.14% | 139.52% | 108.82% | 11.68% | 110.78% | -65.45% | $19.04B |
Veeva Systems Inc.VEEV | 4.2% | -3.05% | 4.81% | -2.58% | -3.00% | 22.51% | 50.25% | 20.72% | -9.08% | 33.64% | -4.86% | $44.40B |
Vertex, Inc.VERX | 4.2% | -2.36% | 1.78% | -10.98% | -2.44% | -39.91% | -17.13% | -67.59% | -51.52% | -71.13% | -40.49% | $1.95B |
ZipRecruiter, Inc.ZIP | 4.2% | -0.28% | -4.57% | -16.86% | -0.28% | -8.97% | 96.13% | -43.38% | -14.66% | -62.59% | -87.29% | $306.2M |
| Theme return | — | -1.29% | -2.61% | -5.81% | -0.96% | -11.03% | 16.05% | -1.65% | -12.52% | 10.67% | 51.31% | — |
| Average | 4.2% | -1.29% | -2.61% | -5.76% | -1.38% | -11.88% | 18.25% | 8.37% | -11.90% | 32.61% | 174.30% | $119.22B |
| Median | 4.2% | -1.14% | -1.71% | -8.44% | -1.17% | -17.38% | 7.86% | -19.19% | -21.81% | -18.05% | -7.01% | $17.74B |
| Std Dev | 0.0% | 1.79% | 7.91% | 16.26% | 2.05% | 37.72% | 51.66% | 94.18% | 49.86% | 155.96% | 819.06% | $365.47B |
| Min | 4.2% | -4.65% | -29.85% | -41.65% | -6.12% | -62.06% | -54.48% | -70.40% | -64.06% | -71.45% | -87.29% | $306.2M |
| Max | 4.2% | 3.84% | 6.39% | 32.82% | 3.17% | 106.36% | 142.67% | 348.01% | 178.44% | 652.52% | 4087.24% | $1.85T |
| % Positive Tickers | 12.50% | 41.67% | 20.83% | 29.17% | 29.17% | 58.33% | 29.17% | 29.17% | 37.50% | 41.67% |
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