Theme
Enterprise Software '24: Supply Chain, Procurement & Planning Software☆
8 tickers$682.17B market cap
WTC.AU-61.02%18.0%
MANH+0.84%17.0%
KXS.TO-5.32%16.0%
DSGX-16.42%14.0%
SPSC-19.84%12.0%
TCS.TO+10.64%10.0%
SAP.XETRA-23.37%7.0%
ORCL-50.74%6.0%
As of Oct 2, 2026, 9:55 PM ET
Enterprise Software '24: Supply Chain, Procurement & Planning Software Constituents
WiseTech Global LimitedWTC.AU | 18.0% | 6.67% | -0.35% | -14.20% | 6.67% | -49.19% | -31.39% | -56.06% | -61.02% | -74.66% | -39.04% | $7.81B |
Manhattan Associates, Inc.MANH | 17.0% | 0.00% | -1.95% | -6.33% | -0.54% | 17.16% | 49.93% | 13.51% | 0.84% | -26.37% | 31.13% | $11.90B |
Kinaxis Inc.KXS.TO | 16.0% | -1.47% | -1.52% | -1.59% | -1.47% | -2.39% | 29.67% | 8.86% | -5.32% | 5.02% | -14.90% | $3.36B |
The Descartes Systems Group Inc.DSGX | 14.0% | -1.37% | -2.14% | -1.68% | -4.95% | -11.97% | 16.48% | -25.81% | -16.42% | -20.25% | -0.83% | $6.86B |
SPS Commerce, Inc.SPSC | 12.0% | -2.20% | 2.82% | 1.15% | -0.50% | -6.01% | 48.25% | -39.14% | -19.84% | -55.57% | -49.65% | $2.96B |
Tecsys Inc.TCS.TO | 10.0% | 1.35% | 3.73% | 29.24% | 1.35% | 23.63% | 49.41% | -1.18% | 10.64% | -5.30% | -35.63% | $398.7M |
SAP SESAP.XETRA | 7.0% | -1.51% | -0.31% | -0.90% | -1.51% | -14.89% | 3.24% | -22.60% | -23.37% | -5.20% | 63.71% | $238.99B |
Oracle CorporationORCL | 6.0% | 3.06% | -4.66% | -2.40% | 3.03% | -27.02% | -2.17% | -2.47% | -50.74% | -14.31% | 66.79% | $409.89B |
| Theme return | — | 0.72% | -0.53% | -1.24% | 0.47% | -6.85% | 22.34% | -12.20% | -18.39% | -27.30% | 15.24% | — |
| Average | 12.5% | 0.57% | -0.55% | 0.41% | 0.26% | -8.84% | 20.43% | -15.61% | -20.65% | -24.58% | 2.70% | $85.27B |
| Median | 13.0% | -0.68% | -0.93% | -1.63% | -0.52% | -8.99% | 23.08% | -12.53% | -18.13% | -17.28% | -7.87% | $7.34B |
| Std Dev | 4.2% | 2.83% | 2.55% | 11.77% | 3.25% | 21.75% | 27.56% | 22.83% | 23.01% | 25.54% | 43.17% | $144.58B |
| Min | 6.0% | -2.20% | -4.66% | -14.20% | -4.95% | -49.19% | -31.39% | -56.06% | -61.02% | -74.66% | -49.65% | $398.7M |
| Max | 18.0% | 6.67% | 3.73% | 29.24% | 6.67% | 23.63% | 49.93% | 13.51% | 10.64% | 5.02% | 66.79% | $409.89B |
| % Positive Tickers | 37.50% | 25.00% | 25.00% | 37.50% | 25.00% | 75.00% | 25.00% | 25.00% | 12.50% | 37.50% |
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