DELL+267.65%10.0%
NTAP+75.10%10.0%
HPE+121.52%9.0%
NTNX+17.93%9.0%
P+19.59%9.0%
NVDA+17.54%8.0%
PLTR-10.87%8.0%
IBM-20.35%7.0%
CSCO+58.57%6.0%
FFIV+61.14%5.0%
RBRK+10.89%5.0%
CVLT+6.23%4.0%
DDOG+108.23%3.0%
VRNS+32.32%3.0%
0992.HK+176.02%2.0%
6702.T-19.54%2.0%
As of Aug 6, 2026, 4:25 AM ET
AI '26: Data Sovereignty Constituents
Dell Technologies Inc.DELL | 10.0% | -0.96% | 5.78% | 12.38% | 14.17% | 267.65% | 212.53% | 385.47% | 261.17% | $307.35B |
NetApp, Inc.NTAP | 10.0% | -2.03% | 11.24% | 14.44% | 4.54% | 75.10% | 88.43% | 107.53% | 80.59% | $36.56B |
Everpure, IncP | 9.0% | 0.00% | 7.48% | 3.10% | 3.85% | 19.59% | 24.79% | 74.18% | 39.54% | $27.67B |
Hewlett Packard Enterprise CompanyHPE | 9.0% | 1.57% | 11.57% | 23.31% | 11.09% | 121.52% | 147.83% | 232.50% | 164.33% | $70.47B |
Nutanix, Inc.NTNX | 9.0% | -0.88% | 10.76% | 16.29% | 3.30% | 17.93% | 59.25% | -14.59% | -19.47% | $16.48B |
NVIDIA CorporationNVDA | 8.0% | 3.43% | 5.99% | 12.10% | 9.20% | 17.54% | 23.72% | 98.53% | 22.18% | $5.31T |
Palantir Technologies Inc.PLTR | 8.0% | -2.60% | 28.89% | 19.53% | 28.74% | -10.87% | 15.48% | 81.17% | -11.76% | $363.77B |
International Business Machines CorporationIBM | 7.0% | 0.33% | 10.15% | -21.23% | 5.49% | -20.35% | -1.79% | -5.62% | -5.85% | $222.27B |
Cisco Systems, Inc.CSCO | 6.0% | -0.20% | 6.42% | 6.60% | 4.75% | 58.57% | 52.91% | 97.85% | 75.55% | $478.88B |
F5, Inc.FFIV | 5.0% | -0.23% | 4.87% | -1.84% | 2.17% | 61.14% | 51.58% | 50.82% | 28.05% | $23.21B |
Rubrik, Inc.RBRK | 5.0% | 4.72% | 15.80% | -2.92% | 17.21% | 10.89% | 63.22% | 35.85% | -7.58% | $17.46B |
Commvault Systems, Inc.CVLT | 4.0% | 0.81% | -6.42% | -11.25% | 13.05% | 6.23% | 56.52% | -19.97% | -28.24% | $5.52B |
Datadog, Inc.DDOG | 3.0% | -1.73% | 14.71% | 10.89% | 5.67% | 108.23% | 152.92% | 178.41% | 106.75% | $100.80B |
Varonis Systems, Inc.VRNS | 3.0% | 0.18% | -5.12% | -4.97% | 8.64% | 32.32% | 87.88% | 4.43% | -22.11% | $4.98B |
Fujitsu Limited6702.T | 2.0% | 1.37% | 11.45% | 7.36% | -4.81% | -19.54% | -2.93% | 10.88% | -7.16% | $38.07B |
Lenovo Group Limited0992.HK | 2.0% | -0.39% | 5.83% | 25.90% | 7.96% | 176.02% | 164.13% | 146.93% | 133.52% | $41.56B |
| Theme return | — | 0.07% | 9.68% | 13.01% | 9.85% | 57.46% | 74.47% | 104.81% | 59.74% | — |
| Average | 6.3% | 0.21% | 8.71% | 6.86% | 8.44% | 57.62% | 74.78% | 91.52% | 50.59% | $441.55B |
| Median | 6.5% | -0.10% | 8.82% | 9.13% | 6.82% | 25.96% | 57.89% | 77.68% | 25.12% | $39.82B |
| Std Dev | 2.8% | 1.84% | 7.86% | 12.39% | 7.33% | 75.79% | 61.75% | 102.96% | 79.24% | $1.26T |
| Min | 2.0% | -2.60% | -6.42% | -21.23% | -4.81% | -20.35% | -2.93% | -19.97% | -28.24% | $4.98B |
| Max | 10.0% | 4.72% | 28.89% | 25.90% | 28.74% | 267.65% | 212.53% | 385.47% | 261.17% | $5.31T |
| % Positive Tickers | 43.75% | 87.50% | 68.75% | 93.75% | 81.25% | 87.50% | 81.25% | 56.25% |
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About this theme
AI '26: Data Sovereignty tracks 16 publicly listed stocks in this theme. Sample tickers: 0992.HK, 6702.T, CSCO, CVLT, DDOG, DELL, FFIV, HPE, IBM, NTAP, NTNX, NVDA, and 4 more. Use the table below for the full list.