APP+6.97%4.2%
BOX+0.03%4.2%
CLS+82.63%4.2%
CWAN+20.27%4.2%
EFX-26.27%4.2%
EL.PA-32.14%4.2%
FDS-29.06%4.2%
FICO-21.67%4.2%
G-16.42%4.2%
GWRE-28.92%4.2%
IBM-5.85%4.2%
INTU-57.93%4.2%
META-23.73%4.2%
MGNI-8.05%4.2%
MNDY-64.62%4.2%
NOW-35.76%4.2%
PINS-40.24%4.2%
RELX-24.59%4.2%
SPGI-22.31%4.2%
TWLO+48.38%4.2%
U+11.12%4.2%
VEEV-24.46%4.2%
VERX-56.46%4.2%
ZIP+13.03%4.2%
As of Aug 6, 2026, 4:25 AM ET
AI '25: Apps & Edge Deployment Constituents
AppLovin CorporationAPP | 4.2% | -0.45% | 6.59% | -23.17% | 5.53% | -38.00% | -3.90% | 43.88% | 6.97% | $140.36B |
Box, Inc.BOX | 4.2% | 0.76% | 10.31% | 12.87% | 1.43% | 6.99% | 35.88% | 1.68% | 0.03% | $4.43B |
Celestica Inc.CLS | 4.2% | -2.26% | 18.83% | 3.59% | 9.45% | 22.72% | 30.66% | 340.51% | 82.63% | $41.71B |
Clearwater Analytics Holdings, Inc.CWAN | 4.2% | 0.00% | 0.00% | 0.00% | 0.00% | 1.82% | 5.00% | -8.12% | 20.27% | $7.30B |
Equifax Inc.EFX | 4.2% | 0.14% | 2.80% | 3.16% | 2.75% | -18.26% | -15.12% | -28.36% | -26.27% | $20.84B |
EssilorLuxottica S.A.EL.PA | 4.2% | 0.56% | 5.93% | -0.08% | 4.34% | -37.78% | -25.78% | -32.38% | -32.14% | $91.03B |
FactSet Research Systems Inc.FDS | 4.2% | 1.29% | 9.31% | 10.24% | 5.63% | -4.19% | 28.24% | -38.45% | -29.06% | $9.89B |
Fair Isaac CorporationFICO | 4.2% | 4.26% | -11.78% | -15.15% | -2.80% | -35.43% | -22.55% | -42.24% | -21.67% | $25.31B |
Genpact LimitedG | 4.2% | -1.45% | 12.83% | 21.79% | 0.28% | -24.60% | -11.20% | -30.20% | -16.42% | $5.98B |
Guidewire Software, Inc.GWRE | 4.2% | 0.01% | 15.99% | 16.53% | 5.52% | -20.24% | 10.33% | -16.69% | -28.92% | $13.35B |
International Business Machines CorporationIBM | 4.2% | 0.33% | 10.15% | -21.23% | 5.49% | -20.35% | -1.79% | -5.62% | -5.85% | $222.27B |
Intuit Inc.INTU | 4.2% | 1.34% | 10.67% | 21.04% | 3.76% | -50.49% | -19.82% | -47.18% | -57.93% | $89.70B |
Magnite, Inc.MGNI | 4.2% | -0.91% | 11.67% | -0.82% | 7.10% | 27.36% | 51.76% | 79.58% | -8.05% | $2.96B |
Meta Platforms, Inc.META | 4.2% | 0.14% | -1.08% | -1.92% | 5.76% | -10.80% | -9.17% | 0.83% | -23.73% | $1.49T |
monday.com Ltd.MNDY | 4.2% | -2.51% | 18.11% | 10.85% | 4.93% | -38.03% | 25.89% | -65.70% | -64.62% | $4.64B |
Pinterest, Inc.PINS | 4.2% | -8.66% | 5.58% | 5.01% | -2.69% | -9.75% | 36.40% | -25.54% | -40.24% | $15.53B |
RELX PlcRELX | 4.2% | -0.52% | 6.39% | 13.45% | 3.36% | -9.43% | 5.23% | -28.19% | -24.59% | $64.05B |
S&P Global Inc.SPGI | 4.2% | -0.61% | -3.84% | -8.32% | -0.46% | -16.68% | -1.69% | -14.81% | -22.31% | $120.88B |
ServiceNow, Inc.NOW | 4.2% | -0.78% | 18.67% | 8.61% | 5.39% | -23.48% | 8.53% | -28.87% | -35.76% | $121.19B |
Twilio Inc.TWLO | 4.2% | -0.43% | 0.92% | -7.59% | -2.09% | 35.84% | 59.74% | 92.53% | 48.38% | $29.33B |
Unity Software Inc.U | 4.2% | 0.71% | 23.93% | 19.63% | 11.86% | -19.70% | 94.57% | 69.63% | 11.12% | $15.48B |
Veeva Systems Inc.VEEV | 4.2% | 0.78% | 14.64% | 11.20% | 4.77% | -4.35% | 17.31% | -5.75% | -24.46% | $34.68B |
Vertex, Inc.VERX | 4.2% | -4.76% | -0.59% | -8.17% | -8.60% | -40.91% | -18.51% | -68.13% | -56.46% | $1.91B |
ZipRecruiter, Inc.ZIP | 4.2% | -5.35% | 8.97% | 8.97% | 7.87% | 8.97% | 134.81% | -32.22% | 13.03% | $366.6M |
| Theme return | — | -0.77% | 8.13% | 3.64% | 2.18% | -10.82% | 16.31% | -1.43% | -11.94% | — |
| Average | 4.2% | -0.77% | 8.12% | 3.35% | 3.27% | -13.28% | 17.28% | 4.59% | -14.00% | $107.41B |
| Median | 4.2% | -0.21% | 9.14% | 4.30% | 4.56% | -17.47% | 6.88% | -21.11% | -23.02% | $23.08B |
| Std Dev | 0.0% | 2.52% | 8.15% | 12.28% | 4.40% | 21.95% | 37.70% | 81.21% | 32.49% | $294.49B |
| Min | 4.2% | -8.66% | -11.78% | -23.17% | -8.60% | -50.49% | -25.78% | -68.13% | -64.62% | $366.6M |
| Max | 4.2% | 4.26% | 23.93% | 21.79% | 11.86% | 35.84% | 134.81% | 340.51% | 82.63% | $1.49T |
| % Positive Tickers | 45.83% | 79.17% | 58.33% | 75.00% | 25.00% | 58.33% | 29.17% | 29.17% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
AI '25: Apps & Edge Deployment tracks 24 publicly listed stocks in this theme. Sample tickers: APP, BOX, CLS, CWAN, EFX, EL.PA, FDS, FICO, G, GWRE, IBM, INTU, and 12 more. Use the table below for the full list.