Theme

Agentic Utilities '26: Backbone Infra

8 tickers$789.11B market cap
10D rank#633of 979 themes#8of 8 in Agentic Utilities
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As of Aug 6, 2026, 4:25 AM ET

Agentic Utilities '26: Backbone Infra Constituents

A10 Networks, Inc.ATEN
12.5%0.46%-10.01%-15.37%4.29%74.85%60.12%85.91%66.37%$2.22B
Ciena CorporationCIEN
12.5%-0.56%4.57%-5.76%8.43%74.81%17.24%528.68%333.50%$57.87B
Cisco Systems, Inc.CSCO
12.5%-0.20%6.42%6.60%4.75%58.57%52.91%97.85%75.55%$478.88B
Digital Realty Trust, Inc.DLR
12.5%0.54%-2.08%12.22%3.40%26.00%10.01%34.02%16.75%$72.12B
Equinix, Inc.EQIX
12.5%0.44%-2.59%5.74%3.62%37.86%8.41%29.26%38.30%$104.22B
Hewlett Packard Enterprise CompanyHPE
12.5%1.57%11.57%23.31%11.09%121.52%147.83%232.50%164.33%$70.47B
VNET Group, Inc.VNET
12.5%0.14%0.28%-7.43%0.84%-14.54%-32.93%-10.96%-9.74%$2.02B
Harmonic Inc.HLIT
12.5%-3.15%7.06%-14.12%3.72%21.13%12.70%23.63%37.70%$1.30B
Theme return-0.09%1.90%1.57%5.19%53.93%32.05%108.08%86.76%
Average12.5%-0.09%1.90%0.65%5.02%50.03%34.54%127.61%90.35%$98.64B
Median12.5%0.29%2.43%-0.01%4.01%48.22%14.97%59.97%52.34%$64.17B
Std Dev0.0%1.29%6.40%12.70%3.02%38.96%50.55%166.93%103.87%$148.27B
Min12.5%-3.15%-10.01%-15.37%0.84%-14.54%-32.93%-10.96%-9.74%$1.30B
Max12.5%1.57%11.57%23.31%11.09%121.52%147.83%528.68%333.50%$478.88B
% Positive Tickers62.50%62.50%50.00%100.00%87.50%87.50%87.50%87.50%

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About this theme

Agentic Utilities '26: Backbone Infra tracks 8 publicly listed stocks in this theme: ATEN, CIEN, CSCO, DLR, EQIX, HLIT, HPE, VNET. See the constituent table for details.

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