DDOG+101.85%14.0%
DT+35.84%12.0%
FROG+54.31%11.0%
PANW+119.16%10.0%
CSCO+46.36%9.0%
ESTC+23.74%8.0%
OTEX-27.54%5.0%
PD+13.58%5.0%
ANET+56.83%4.0%
CRWD+130.52%4.0%
MSFT+6.60%4.0%
SAIL+2.47%4.0%
ZS-11.69%4.0%
IBM-24.79%3.0%
NET+76.82%3.0%
As of Oct 2, 2026, 9:55 PM ET
Agentic Utilities '26: Deterministic Telemetry Constituents
Datadog, Inc.DDOG | 14.0% | 0.27% | 10.92% | 31.20% | -0.71% | 101.85% | 145.18% | 169.88% | 81.10% | 135.87% | 91.60% | $98.68B |
Dynatrace, Inc.DT | 12.0% | 0.14% | 2.93% | 15.74% | -0.65% | 35.84% | 63.91% | 21.72% | 18.03% | 12.41% | -18.52% | $17.29B |
JFrog Ltd.FROG | 11.0% | -2.14% | 7.15% | 5.07% | -1.24% | 54.31% | 140.05% | 190.48% | 100.46% | 246.77% | 188.43% | $11.57B |
Palo Alto Networks, Inc.PANW | 10.0% | 1.76% | 7.77% | 22.90% | 1.88% | 119.16% | 171.08% | 133.10% | 92.88% | 140.07% | 397.31% | $328.64B |
Cisco Systems, Inc.CSCO | 9.0% | 3.16% | 5.36% | 2.45% | 3.11% | 46.36% | 41.13% | 82.61% | 65.15% | 115.46% | 126.38% | $442.23B |
Elastic N.V.ESTC | 8.0% | 1.77% | 4.63% | 4.21% | 1.13% | 23.74% | 79.28% | 2.14% | 6.59% | 23.28% | -37.81% | $9.77B |
Open Text CorporationOTEX | 5.0% | -0.80% | 0.41% | -0.98% | 3.06% | -27.54% | -4.69% | -6.65% | -36.80% | -27.87% | -47.54% | $5.39B |
PagerDuty, Inc.PD | 5.0% | -1.54% | 2.83% | 8.13% | -4.43% | 13.58% | 110.91% | -18.68% | -9.59% | -12.99% | -63.74% | $1.40B |
Arista Networks, Inc.ANET | 4.0% | 1.40% | 0.15% | 10.42% | 0.49% | 56.83% | 53.93% | 156.36% | 42.25% | 112.61% | 846.59% | $261.09B |
CrowdStrike Holdings, Inc.CRWD | 4.0% | 1.48% | 8.03% | 32.80% | 1.53% | 130.52% | 190.50% | 190.88% | 117.51% | 280.67% | 333.33% | $274.97B |
Microsoft CorporationMSFT | 4.0% | 0.92% | 3.52% | 3.77% | 0.54% | 6.60% | 31.27% | 34.91% | -0.04% | 24.49% | 83.99% | $3.84T |
SailPoint, Inc.SAIL | 4.0% | -0.73% | -2.99% | 13.22% | 0.73% | 2.47% | 47.02% | 9.39% | -11.24% | -7.14% | -7.14% | $11.59B |
Zscaler, Inc.ZS | 4.0% | -1.10% | -5.50% | 14.99% | -0.08% | -11.69% | 35.13% | -4.06% | -35.42% | 15.90% | -25.29% | $31.79B |
Cloudflare, Inc.NET | 3.0% | -0.58% | -1.25% | 27.82% | -0.68% | 76.82% | 102.45% | 191.60% | 55.24% | 339.47% | 203.59% | $123.90B |
International Business Machines CorporationIBM | 3.0% | -1.32% | -3.72% | -3.85% | -1.26% | -24.79% | -7.26% | -10.88% | -22.30% | 1.42% | 89.22% | $209.76B |
| Theme return | — | 0.33% | 4.44% | 13.59% | 0.06% | 54.30% | 94.92% | 89.33% | 46.89% | 99.12% | 135.70% | — |
| Average | 6.7% | 0.18% | 2.68% | 12.53% | 0.23% | 40.27% | 79.99% | 76.19% | 30.92% | 93.36% | 144.03% | $378.07B |
| Median | 5.0% | 0.14% | 2.93% | 10.42% | 0.49% | 35.84% | 63.91% | 34.91% | 18.03% | 24.49% | 89.22% | $98.68B |
| Std Dev | 3.5% | 1.47% | 4.63% | 11.24% | 1.84% | 48.38% | 59.18% | 82.67% | 50.02% | 112.78% | 230.89% | $936.03B |
| Min | 3.0% | -2.14% | -5.50% | -3.85% | -4.43% | -27.54% | -7.26% | -18.68% | -36.80% | -27.87% | -63.74% | $1.40B |
| Max | 14.0% | 3.16% | 10.92% | 32.80% | 3.11% | 130.52% | 190.50% | 191.60% | 117.51% | 339.47% | 846.59% | $3.84T |
| % Positive Tickers | 53.33% | 73.33% | 86.67% | 53.33% | 80.00% | 86.67% | 73.33% | 60.00% | 80.00% | 60.00% |
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