APP+6.97%5.6%
AXON-29.43%5.6%
CVNA-2.12%5.6%
DUOL-60.62%5.6%
INTU-57.93%5.6%
MELI-17.03%5.6%
NFLX-37.04%5.6%
PH+43.00%5.6%
PINS-40.24%5.6%
ROK+36.93%5.6%
SE-22.12%5.6%
SPOT-27.68%5.6%
TCEHY-16.01%5.6%
TOST-24.25%5.6%
TRMB-30.37%5.6%
TTWO+3.39%5.6%
VEEV-24.46%5.6%
ZIP+13.03%5.6%
As of Aug 6, 2026, 4:25 AM ET
AI '25: Platform Data Flywheel Constituents
AppLovin CorporationAPP | 5.6% | -0.45% | 6.59% | -23.17% | 5.53% | -38.00% | -3.90% | 43.88% | 6.97% | $140.36B |
Axon Enterprise, Inc.AXON | 5.6% | 0.38% | 21.33% | -2.07% | 15.49% | 7.32% | 12.37% | 9.15% | -29.43% | $49.13B |
Carvana Co.CVNA | 5.6% | 2.12% | 14.91% | -1.29% | 11.41% | -17.69% | 3.95% | 53.49% | -2.12% | $76.21B |
Duolingo, Inc.DUOL | 5.6% | -1.76% | 10.70% | 4.32% | 0.38% | -22.89% | 33.98% | -59.91% | -60.62% | $6.30B |
Intuit Inc.INTU | 5.6% | 1.34% | 10.67% | 21.04% | 3.76% | -50.49% | -19.82% | -47.18% | -57.93% | $89.70B |
MercadoLibre, Inc.MELI | 5.6% | 1.80% | 6.72% | 6.47% | 2.38% | -4.55% | 9.39% | -0.59% | -17.03% | $97.47B |
Netflix, Inc.NFLX | 5.6% | 0.86% | 5.86% | -2.39% | 3.47% | -20.86% | -22.90% | -20.69% | -37.04% | $308.96B |
Parker-Hannifin CorporationPH | 5.6% | 0.43% | 0.95% | 2.63% | 2.09% | 13.42% | -1.22% | 58.49% | 43.00% | $125.70B |
Pinterest, Inc.PINS | 5.6% | -8.66% | 5.58% | 5.01% | -2.69% | -9.75% | 36.40% | -25.54% | -40.24% | $15.53B |
Rockwell Automation, Inc.ROK | 5.6% | 1.08% | -2.62% | -6.80% | -6.26% | 15.67% | 10.46% | 72.53% | 36.93% | $50.08B |
Sea LimitedSE | 5.6% | 3.11% | 14.91% | 9.44% | 7.65% | -9.92% | 5.96% | -14.62% | -22.12% | $68.99B |
Spotify Technology S.A.SPOT | 5.6% | 0.85% | -0.09% | -0.16% | -3.54% | -16.96% | -6.35% | -14.71% | -27.68% | $99.16B |
Take-Two Interactive Software, Inc.TTWO | 5.6% | -2.21% | 1.41% | -9.09% | -3.30% | -8.25% | 11.08% | 11.28% | 3.39% | $43.92B |
Tencent Holdings LimitedTCEHY | 5.6% | -1.96% | 10.74% | 6.62% | 0.20% | -19.60% | -6.32% | -3.86% | -16.01% | $554.65B |
Toast, Inc.TOST | 5.6% | 2.93% | 19.83% | 18.05% | 7.84% | -2.00% | 27.43% | -2.47% | -24.25% | $20.18B |
Trimble Inc.TRMB | 5.6% | -2.06% | 10.72% | 11.64% | 3.53% | -25.23% | -12.40% | -11.92% | -30.37% | $13.66B |
Veeva Systems Inc.VEEV | 5.6% | 0.78% | 14.64% | 11.20% | 4.77% | -4.35% | 17.31% | -5.75% | -24.46% | $34.68B |
ZipRecruiter, Inc.ZIP | 5.6% | -5.35% | 8.97% | 8.97% | 7.87% | 8.97% | 134.81% | -32.22% | 13.03% | $366.6M |
| Theme return | — | -0.38% | 8.99% | 4.14% | 2.77% | -7.81% | 13.37% | 5.85% | -12.92% | — |
| Average | 5.6% | -0.38% | 8.99% | 3.36% | 3.37% | -11.40% | 12.79% | 0.52% | -15.89% | $99.72B |
| Median | 5.6% | 0.61% | 9.82% | 4.67% | 3.50% | -9.84% | 7.68% | -4.80% | -23.18% | $59.53B |
| Std Dev | 0.0% | 2.87% | 6.48% | 10.03% | 5.38% | 16.83% | 33.71% | 35.15% | 27.59% | $130.48B |
| Min | 5.6% | -8.66% | -2.62% | -23.17% | -6.26% | -50.49% | -22.90% | -59.91% | -60.62% | $366.6M |
| Max | 5.6% | 3.11% | 21.33% | 21.04% | 15.49% | 15.67% | 134.81% | 72.53% | 43.00% | $554.65B |
| % Positive Tickers | 61.11% | 88.89% | 61.11% | 77.78% | 22.22% | 61.11% | 33.33% | 27.78% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
AI '25: Platform Data Flywheel tracks 18 publicly listed stocks in this theme. Sample tickers: APP, AXON, CVNA, DUOL, INTU, MELI, NFLX, PH, PINS, ROK, SE, SPOT, and 6 more. Use the table below for the full list.