MSFT-7.14%10.5%
GOOG+82.88%9.5%
PANW+109.76%9.5%
CRWD+85.84%8.0%
META-23.73%8.0%
NOW-35.76%8.0%
DDOG+106.75%7.5%
RELX-24.59%6.5%
TRI-43.55%6.5%
SPGI-22.31%6.0%
BAH-34.98%5.0%
IBM-5.85%4.0%
ITRK.LSE+28.38%4.0%
SGSN.SW+23.35%4.0%
CTSH-21.31%3.0%
As of Aug 6, 2026, 4:25 AM ET
Business Services '26: AI Governance, Trust & Compliance Constituents
Microsoft CorporationMSFT | 10.5% | -1.09% | 27.71% | 26.04% | 4.89% | 0.79% | 24.12% | 27.56% | -7.14% | $3.62T |
Alphabet Inc.GOOG | 9.5% | -4.05% | 12.86% | -1.31% | 0.98% | 14.76% | 15.64% | 126.70% | 82.88% | $4.36T |
Palo Alto Networks, Inc.PANW | 9.5% | -1.00% | 12.00% | 1.43% | 9.29% | 96.88% | 143.53% | 109.41% | 109.76% | $295.57B |
CrowdStrike Holdings, Inc.CRWD | 8.0% | -0.64% | 14.50% | 5.26% | 9.95% | 79.08% | 125.67% | 125.97% | 85.84% | $213.69B |
Meta Platforms, Inc.META | 8.0% | 0.14% | -1.08% | -1.92% | 5.76% | -10.80% | -9.17% | 0.83% | -23.73% | $1.49T |
ServiceNow, Inc.NOW | 8.0% | -0.78% | 18.67% | 8.61% | 5.39% | -23.48% | 8.53% | -28.87% | -35.76% | $121.19B |
Datadog, Inc.DDOG | 7.5% | -1.73% | 14.71% | 10.89% | 5.67% | 108.23% | 152.92% | 178.41% | 106.75% | $100.80B |
RELX PlcRELX | 6.5% | -0.52% | 6.39% | 13.45% | 3.36% | -9.43% | 5.23% | -28.19% | -24.59% | $64.05B |
Thomson Reuters CorporationTRI | 6.5% | -9.66% | 9.38% | 12.24% | 0.49% | -23.56% | 3.78% | -41.93% | -43.55% | $43.05B |
S&P Global Inc.SPGI | 6.0% | -0.61% | -3.84% | -8.32% | -0.46% | -16.68% | -1.69% | -14.81% | -22.31% | $120.88B |
Booz Allen Hamilton Holding CorporationBAH | 5.0% | -2.28% | -0.85% | 15.41% | 3.14% | -14.76% | -8.78% | -35.18% | -34.98% | $8.65B |
International Business Machines CorporationIBM | 4.0% | 0.33% | 10.15% | -21.23% | 5.49% | -20.35% | -1.79% | -5.62% | -5.85% | $222.27B |
Intertek Group plcITRK.LSE | 4.0% | 0.00% | 1.52% | 1.56% | 0.07% | 26.41% | 23.71% | 24.96% | 28.38% | $12.06B |
SGS S.A.SGSN.SW | 4.0% | -0.22% | 5.59% | 2.30% | 1.79% | 9.43% | -0.60% | 29.33% | 23.35% | $23.97B |
Cognizant Technology Solutions CorporationCTSH | 3.0% | -0.62% | 22.73% | 34.83% | 0.78% | -32.80% | -13.43% | -27.30% | -21.31% | $25.13B |
| Theme return | — | -1.65% | 11.07% | 8.13% | 4.21% | 15.61% | 34.01% | 32.63% | 15.49% | — |
| Average | 6.7% | -1.52% | 10.03% | 6.62% | 3.77% | 12.25% | 31.18% | 29.42% | 14.52% | $714.90B |
| Median | 6.5% | -0.64% | 10.15% | 5.26% | 3.36% | -9.43% | 5.23% | 0.83% | -7.14% | $120.88B |
| Std Dev | 2.2% | 2.42% | 8.73% | 13.06% | 3.13% | 44.28% | 56.00% | 68.61% | 53.21% | $1.34T |
| Min | 3.0% | -9.66% | -3.84% | -21.23% | -0.46% | -32.80% | -13.43% | -41.93% | -43.55% | $8.65B |
| Max | 10.5% | 0.33% | 27.71% | 34.83% | 9.95% | 108.23% | 152.92% | 178.41% | 109.76% | $4.36T |
| % Positive Tickers | 13.33% | 80.00% | 73.33% | 93.33% | 46.67% | 60.00% | 53.33% | 40.00% |
About this theme
Business Services '26: AI Governance, Trust & Compliance tracks 15 publicly listed stocks in this theme. Sample tickers: BAH, CRWD, CTSH, DDOG, GOOG, IBM, ITRK.LSE, META, MSFT, NOW, PANW, RELX, and 3 more. Use the table below for the full list.
