Theme

Agentic Utilities '26: Backbone Infra☆

8 tickers$761.34B market cap
10D rank10D#522of 1,239 themes/1,239#5of 8 in Agentic Utilities/8 Agentic Utilities
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As of Oct 2, 2026, 9:55 PM ET

Agentic Utilities '26: Backbone Infra Constituents

A10 Networks, Inc.ATEN
12.5%0.11%0.11%7.96%-3.15%51.55%38.79%61.13%45.49%99.15%116.24%$1.99B
Ciena CorporationCIEN
12.5%3.22%6.63%10.97%3.66%68.04%12.70%504.34%157.43%499.75%649.26%$55.40B
Cisco Systems, Inc.CSCO
12.5%3.16%5.36%2.45%3.11%46.36%41.13%82.61%65.15%115.46%126.38%$442.23B
Digital Realty Trust, Inc.DLR
12.5%1.17%-3.50%-2.51%1.51%15.80%1.10%23.17%3.93%17.78%42.97%$66.06B
Equinix, Inc.EQIX
12.5%1.32%-5.04%-1.31%-0.64%31.29%3.25%23.10%30.99%20.31%41.40%$101.21B
Hewlett Packard Enterprise CompanyHPE
12.5%7.33%13.98%34.22%7.72%189.61%224.01%334.70%184.17%248.12%430.67%$91.81B
VNET Group, Inc.VNET
12.5%-7.57%-27.55%-14.66%-6.67%-38.77%-51.95%-36.21%-53.91%29.55%-69.68%$1.43B
Harmonic Inc.HLIT
12.5%4.20%-0.13%-4.37%5.18%14.00%6.07%16.36%6.37%-18.65%26.79%$1.21B
Theme return—1.62%-1.27%4.79%2.02%47.13%26.22%98.89%49.36%115.72%178.31%—
Average12.5%1.62%-1.27%4.09%1.34%47.24%34.39%126.15%54.95%126.43%170.50%$95.17B
Median12.5%2.24%-0.01%0.57%2.31%38.83%9.39%42.15%38.24%64.35%79.60%$60.73B
Std Dev0.0%4.05%11.47%13.55%4.36%61.71%76.51%177.58%74.82%161.46%227.23%$136.58B
Min12.5%-7.57%-27.55%-14.66%-6.67%-38.77%-51.95%-36.21%-53.91%-18.65%-69.68%$1.21B
Max12.5%7.33%13.98%34.22%7.72%189.61%224.01%504.34%184.17%499.75%649.26%$442.23B
% Positive Tickers87.50%50.00%50.00%62.50%87.50%87.50%87.50%87.50%87.50%87.50%
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