DDOG+106.75%14.0%
DT+0.65%12.0%
FROG+101.14%11.0%
PANW+109.76%10.0%
CSCO+75.55%9.0%
ESTC-13.54%8.0%
OTEX-7.89%5.0%
PD-30.74%5.0%
ANET+42.17%4.0%
CRWD+85.84%4.0%
MSFT-7.14%4.0%
SAIL-11.86%4.0%
ZS-44.13%4.0%
IBM-5.85%3.0%
NET+35.82%3.0%
As of Aug 6, 2026, 4:25 AM ET
Agentic Utilities '26: Deterministic Telemetry Constituents
Datadog, Inc.DDOG | 14.0% | -1.73% | 14.71% | 10.89% | 5.67% | 108.23% | 152.92% | 178.41% | 106.75% | $100.80B |
Dynatrace, Inc.DT | 12.0% | 11.27% | 22.20% | 11.73% | 14.76% | 17.35% | 41.59% | 5.15% | 0.65% | $14.82B |
JFrog Ltd.FROG | 11.0% | -1.97% | 5.44% | -13.84% | 5.93% | 35.32% | 110.51% | 154.73% | 101.14% | $10.24B |
Palo Alto Networks, Inc.PANW | 10.0% | -1.00% | 12.00% | 1.43% | 9.29% | 96.88% | 143.53% | 109.41% | 109.76% | $295.57B |
Cisco Systems, Inc.CSCO | 9.0% | -0.20% | 6.42% | 6.60% | 4.75% | 58.57% | 52.91% | 97.85% | 75.55% | $478.88B |
Elastic N.V.ESTC | 8.0% | -1.89% | 18.81% | 19.10% | 5.97% | -7.58% | 33.90% | -23.71% | -13.54% | $7.25B |
Open Text CorporationOTEX | 5.0% | -2.91% | 14.66% | 13.65% | 1.22% | -19.49% | 5.90% | 3.72% | -7.89% | $6.22B |
PagerDuty, Inc.PD | 5.0% | -0.62% | 23.57% | 12.76% | 6.05% | -14.42% | 58.92% | -38.72% | -30.74% | $1.02B |
Arista Networks, Inc.ANET | 4.0% | 3.57% | 13.40% | 13.87% | 9.40% | 50.58% | 47.80% | 146.15% | 42.17% | $248.45B |
CrowdStrike Holdings, Inc.CRWD | 4.0% | -0.64% | 14.50% | 5.26% | 9.95% | 79.08% | 125.67% | 125.97% | 85.84% | $213.69B |
Microsoft CorporationMSFT | 4.0% | -1.09% | 27.71% | 26.04% | 4.89% | 0.79% | 24.12% | 27.56% | -7.14% | $3.62T |
SailPoint, Inc.SAIL | 4.0% | 2.53% | 19.33% | 12.56% | 6.38% | -11.81% | 26.52% | -5.86% | -11.86% | $10.12B |
Zscaler, Inc.ZS | 4.0% | -0.96% | 13.58% | 7.47% | 6.91% | -28.13% | 9.97% | -21.92% | -44.13% | $26.14B |
Cloudflare, Inc.NET | 3.0% | -2.85% | 11.67% | 18.25% | 4.93% | 48.49% | 70.01% | 144.87% | 35.82% | $103.98B |
International Business Machines CorporationIBM | 3.0% | 0.33% | 10.15% | -21.23% | 5.49% | -20.35% | -1.79% | -5.62% | -5.85% | $222.27B |
| Theme return | — | 0.51% | 14.71% | 9.59% | 7.47% | 38.55% | 75.02% | 70.01% | 47.73% | — |
| Average | 6.7% | 0.12% | 15.21% | 8.30% | 6.77% | 26.23% | 60.17% | 59.87% | 29.10% | $357.27B |
| Median | 5.0% | -0.96% | 14.50% | 11.73% | 5.97% | 17.35% | 47.80% | 27.56% | 0.65% | $100.80B |
| Std Dev | 3.5% | 3.44% | 5.96% | 11.74% | 2.99% | 43.90% | 48.62% | 75.36% | 51.94% | $882.53B |
| Min | 3.0% | -2.91% | 5.44% | -21.23% | 1.22% | -28.13% | -1.79% | -38.72% | -44.13% | $1.02B |
| Max | 14.0% | 11.27% | 27.71% | 26.04% | 14.76% | 108.23% | 152.92% | 178.41% | 109.76% | $3.62T |
| % Positive Tickers | 26.67% | 100.00% | 86.67% | 100.00% | 60.00% | 93.33% | 66.67% | 53.33% |
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About this theme
Agentic Utilities '26: Deterministic Telemetry tracks 15 publicly listed stocks in this theme. Sample tickers: ANET, CRWD, CSCO, DDOG, DT, ESTC, FROG, IBM, MSFT, NET, OTEX, PANW, and 3 more. Use the table below for the full list.