Theme
AI '25: Cloud Platform & Software☆
AKAM+40.17%5.9%
AMZN+13.02%5.9%
BASE+0.72%5.9%
CFLT+51.02%5.9%
CRWD+117.51%5.9%
CVLT-18.64%5.9%
DDOG+81.10%5.9%
ESTC+6.59%5.9%
FROG+100.46%5.9%
GOOG+38.00%5.9%
IBM-22.30%5.9%
INFA-0.36%5.9%
MSFT-0.04%5.9%
NET+55.24%5.9%
PANW+92.88%5.9%
PD-9.59%5.9%
SNOW+41.90%5.9%
As of Oct 2, 2026, 9:55 PM ET
AI '25: Cloud Platform & Software Constituents
Akamai Technologies, Inc.AKAM | 5.9% | 1.86% | -7.60% | 4.05% | 2.26% | 25.33% | 11.14% | 33.96% | 40.17% | 8.43% | 3.26% | $15.84B |
Alphabet Inc.GOOG | 5.9% | 1.62% | -2.11% | 1.95% | 1.53% | 8.37% | 9.20% | 114.07% | 38.00% | 104.01% | 150.59% | $4.13T |
Amazon.com, Inc.AMZN | 5.9% | 1.33% | -1.41% | -1.41% | 1.27% | 8.91% | 19.70% | 28.25% | 13.02% | 38.23% | 53.21% | $2.71T |
Cloudflare, Inc.NET | 5.9% | -0.58% | -1.25% | 27.82% | -0.68% | 76.82% | 102.45% | 191.60% | 55.24% | 339.47% | 203.59% | $123.90B |
Commvault Systems, Inc.CVLT | 5.9% | 1.70% | 2.11% | 13.64% | 1.17% | 19.26% | 75.72% | -10.15% | -18.64% | -0.31% | 93.36% | $6.23B |
Confluent, Inc.CFLT | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 2.48% | 1.04% | 28.54% | 51.02% | 63.62% | -51.24% | $11.08B |
Couchbase, Inc.BASE | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 44.93% | 0.72% | 66.11% | -20.57% | $1.32B |
CrowdStrike Holdings, Inc.CRWD | 5.9% | 1.48% | 8.03% | 32.80% | 1.53% | 130.52% | 190.50% | 190.88% | 117.51% | 280.67% | 333.33% | $274.97B |
Datadog, Inc.DDOG | 5.9% | 0.27% | 10.92% | 31.20% | -0.71% | 101.85% | 145.18% | 169.88% | 81.10% | 135.87% | 91.60% | $98.68B |
Elastic N.V.ESTC | 5.9% | 1.77% | 4.63% | 4.21% | 1.13% | 23.74% | 79.28% | 2.14% | 6.59% | 23.28% | -37.81% | $9.77B |
Informatica Inc.INFA | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 39.66% | -0.36% | 3.46% | -14.52% | $7.54B |
International Business Machines CorporationIBM | 5.9% | -1.32% | -3.72% | -3.85% | -1.26% | -24.79% | -7.26% | -10.88% | -22.30% | 1.42% | 89.22% | $209.76B |
JFrog Ltd.FROG | 5.9% | -2.14% | 7.15% | 5.07% | -1.24% | 54.31% | 140.05% | 190.48% | 100.46% | 246.77% | 188.43% | $11.57B |
Microsoft CorporationMSFT | 5.9% | 0.92% | 3.52% | 3.77% | 0.54% | 6.60% | 31.27% | 34.91% | -0.04% | 24.49% | 83.99% | $3.84T |
PagerDuty, Inc.PD | 5.9% | -1.54% | 2.83% | 8.13% | -4.43% | 13.58% | 110.91% | -18.68% | -9.59% | -12.99% | -63.74% | $1.40B |
Palo Alto Networks, Inc.PANW | 5.9% | 1.76% | 7.77% | 22.90% | 1.88% | 119.16% | 171.08% | 133.10% | 92.88% | 140.07% | 397.31% | $328.64B |
Snowflake Inc.SNOW | 5.9% | -0.28% | 1.41% | 11.61% | -0.19% | 55.60% | 102.68% | 121.78% | 41.90% | 208.72% | 12.29% | $118.20B |
| Theme return | — | 0.40% | 1.90% | 9.07% | 0.16% | 40.13% | 66.48% | 80.17% | 40.27% | 100.47% | 123.45% | — |
| Average | 5.9% | 0.40% | 1.90% | 9.52% | 0.16% | 36.57% | 69.58% | 75.56% | 34.57% | 98.31% | 88.96% | $699.88B |
| Median | 5.9% | 0.27% | 1.41% | 4.21% | 0.00% | 19.26% | 75.72% | 39.66% | 38.00% | 63.62% | 83.99% | $98.68B |
| Std Dev | 0.0% | 1.25% | 4.61% | 11.60% | 1.56% | 44.32% | 64.59% | 74.73% | 42.29% | 106.92% | 127.86% | $1.35T |
| Min | 5.9% | -2.14% | -7.60% | -3.85% | -4.43% | -24.79% | -7.26% | -18.68% | -22.30% | -12.99% | -63.74% | $1.32B |
| Max | 5.9% | 1.86% | 10.92% | 32.80% | 2.26% | 130.52% | 190.50% | 191.60% | 117.51% | 339.47% | 397.31% | $4.13T |
| % Positive Tickers | 52.94% | 52.94% | 70.59% | 47.06% | 82.35% | 82.35% | 82.35% | 70.59% | 88.24% | 70.59% |
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