
COIN-50.76%12.5%

CRCL-45.43%12.5%

GOOG+38.00%12.5%

HOOD-22.44%12.5%

JPM+8.68%12.5%

PYPL-22.89%12.5%

SHOP+1.12%12.5%

V+3.91%12.5%
As of Oct 2, 2026, 9:55 PM ET
Agentic Utilities '26: Agentic Payments Constituents
Alphabet Inc.GOOG | 12.5% | 1.62% | -2.11% | 1.95% | 1.53% | 8.37% | 9.20% | 114.07% | 38.00% | 104.01% | 150.59% | $4.13T |
Circle Internet GroupCRCL | 12.5% | -2.00% | -13.63% | -7.83% | -1.46% | 3.03% | -2.09% | 163.55% | -45.43% | 162.10% | 162.10% | $21.72B |
Coinbase Global, Inc.COIN | 12.5% | -3.32% | -8.89% | 4.71% | -3.22% | -18.99% | 4.18% | 0.14% | -50.76% | 12.20% | -20.83% | $48.28B |
JPMorgan Chase & Co.JPM | 12.5% | -0.24% | -2.17% | -6.62% | -0.17% | 3.23% | 10.76% | 36.15% | 8.68% | 63.79% | 118.74% | $890.62B |
PayPal Holdings, Inc.PYPL | 12.5% | -0.49% | -0.04% | -3.05% | -0.36% | -9.16% | 14.76% | -20.84% | -22.89% | -31.34% | -79.94% | $45.17B |
Robinhood Markets, Inc.HOOD | 12.5% | 1.43% | -9.05% | 5.62% | 1.66% | -0.09% | 48.98% | 164.76% | -22.44% | 402.63% | 169.07% | $101.36B |
Shopify Inc.SHOP | 12.5% | 1.54% | 3.56% | 7.85% | 2.62% | -4.95% | 26.73% | 52.01% | 1.12% | 93.74% | 12.08% | $196.45B |
Visa Inc.V | 12.5% | 0.23% | -0.70% | -5.00% | -0.10% | 2.50% | 12.29% | 3.80% | 3.91% | 30.74% | 60.70% | $673.37B |
| Theme return | — | -0.15% | -4.13% | 0.11% | 0.07% | 6.08% | 21.99% | 65.61% | -6.86% | 100.18% | 102.39% | — |
| Average | 12.5% | -0.15% | -4.13% | -0.30% | 0.06% | -2.01% | 15.60% | 64.21% | -11.23% | 104.73% | 71.56% | $763.43B |
| Median | 12.5% | 0.00% | -2.14% | -0.55% | -0.13% | 1.21% | 11.52% | 44.08% | -10.66% | 78.77% | 89.72% | $148.91B |
| Std Dev | 0.0% | 1.67% | 5.39% | 5.68% | 1.75% | 8.16% | 14.82% | 69.27% | 27.83% | 125.69% | 87.55% | $1.31T |
| Min | 12.5% | -3.32% | -13.63% | -7.83% | -3.22% | -18.99% | -2.09% | -20.84% | -50.76% | -31.34% | -79.94% | $21.72B |
| Max | 12.5% | 1.62% | 3.56% | 7.85% | 2.62% | 8.37% | 48.98% | 164.76% | 38.00% | 402.63% | 169.07% | $4.13T |
| % Positive Tickers | 50.00% | 12.50% | 50.00% | 37.50% | 50.00% | 87.50% | 87.50% | 50.00% | 87.50% | 75.00% |