CRM-22.55%10.0%
NOW-35.76%10.0%
DOCU-23.49%8.0%
PLTR-11.76%8.0%
MSFT-7.14%7.0%
ORCL-43.70%7.0%
SAP.XETRA-32.88%7.0%
WDAY-25.51%7.0%
ADBE-24.97%6.0%
HUBS-49.21%6.0%
INTU-57.93%5.0%
MNDY-64.62%5.0%
PATH+23.17%5.0%
TEAM-38.91%5.0%
PEGA-44.79%4.0%
As of Aug 6, 2026, 4:25 AM ET
Agentic Utilities '26: Agentic Systems of Action Constituents
Salesforce, Inc.CRM | 10.0% | 1.04% | 17.92% | 16.50% | 4.87% | -27.15% | -0.93% | -28.82% | -22.55% | $158.05B |
ServiceNow, Inc.NOW | 10.0% | -0.78% | 18.67% | 8.61% | 5.39% | -23.48% | 8.53% | -28.87% | -35.76% | $121.19B |
DocuSign, Inc.DOCU | 8.0% | -0.09% | 13.98% | 22.58% | 4.85% | -15.95% | 27.56% | -31.07% | -23.49% | $10.98B |
Palantir Technologies Inc.PLTR | 8.0% | -2.60% | 28.89% | 19.53% | 28.74% | -10.87% | 15.48% | 81.17% | -11.76% | $363.77B |
Microsoft CorporationMSFT | 7.0% | -1.09% | 27.71% | 26.04% | 4.89% | 0.79% | 24.12% | 27.56% | -7.14% | $3.62T |
Oracle CorporationORCL | 7.0% | -0.93% | 25.54% | 0.77% | 11.16% | -25.94% | -0.72% | -1.03% | -43.70% | $415.91B |
SAP SESAP.XETRA | 7.0% | 1.12% | 21.96% | 21.56% | 7.17% | -20.43% | -3.49% | -27.64% | -32.88% | $225.70B |
Workday, Inc.WDAY | 7.0% | -0.38% | 26.08% | 23.66% | 6.42% | -20.55% | 27.57% | -27.51% | -25.51% | $44.70B |
Adobe Inc.ADBE | 6.0% | 0.71% | 15.20% | 18.92% | 3.56% | -25.91% | -1.18% | -32.78% | -24.97% | $103.08B |
HubSpot, Inc.HUBS | 6.0% | 0.53% | 22.12% | 29.08% | 5.41% | -37.65% | -5.41% | -57.81% | -49.21% | $12.82B |
Atlassian CorporationTEAM | 5.0% | 2.73% | 30.43% | 32.54% | 12.18% | -30.11% | 50.83% | -49.40% | -38.91% | $29.77B |
Intuit Inc.INTU | 5.0% | 1.34% | 10.67% | 21.04% | 3.76% | -50.49% | -19.82% | -47.18% | -57.93% | $89.70B |
monday.com Ltd.MNDY | 5.0% | -2.51% | 18.11% | 10.85% | 4.93% | -38.03% | 25.89% | -65.70% | -64.62% | $4.64B |
UiPath Inc.PATH | 5.0% | -1.99% | 27.49% | 16.82% | 8.31% | -15.68% | 28.80% | 27.73% | 23.17% | $7.35B |
Pegasystems Inc.PEGA | 4.0% | 0.19% | 18.61% | 1.69% | 4.12% | -46.71% | -27.26% | -11.78% | -44.79% | $5.23B |
| Theme return | — | -0.22% | 21.50% | 17.60% | 5.90% | -23.54% | 9.96% | -18.01% | -27.67% | — |
| Average | 6.7% | -0.18% | 21.56% | 18.01% | 7.72% | -25.88% | 10.00% | -18.21% | -30.67% | $347.50B |
| Median | 7.0% | -0.09% | 21.96% | 19.53% | 5.39% | -25.91% | 8.53% | -28.82% | -32.88% | $89.70B |
| Std Dev | 1.7% | 1.45% | 5.78% | 8.88% | 6.14% | 13.03% | 20.29% | 37.27% | 21.12% | $883.49B |
| Min | 4.0% | -2.60% | 10.67% | 0.77% | 3.56% | -50.49% | -27.26% | -65.70% | -64.62% | $4.64B |
| Max | 10.0% | 2.73% | 30.43% | 32.54% | 28.74% | 0.79% | 50.83% | 81.17% | 23.17% | $3.62T |
| % Positive Tickers | 46.67% | 100.00% | 100.00% | 100.00% | 6.67% | 53.33% | 20.00% | 6.67% |
About this theme
Agentic Utilities '26: Agentic Systems of Action tracks 15 publicly listed stocks in this theme. Sample tickers: ADBE, CRM, DOCU, HUBS, INTU, MNDY, MSFT, NOW, ORCL, PATH, PEGA, PLTR, and 3 more. Use the table below for the full list.
