ADSK-21.35%12.5%
BSY-34.73%12.5%
CDNS-6.41%12.5%
INTU-57.93%12.5%
ORCL-43.70%12.5%
PTC-35.36%12.5%
SHOP-6.88%12.5%
WDAY-25.51%12.5%
As of Aug 6, 2026, 4:25 AM ET
AI '26: Mizuho Most AI-Resilient Software Constituents
Autodesk, Inc.ADSK | 12.5% | 1.19% | 14.44% | 15.65% | 2.49% | -18.91% | -2.38% | -10.41% | -21.35% | $50.68B |
Bentley Systems, IncorporatedBSY | 12.5% | -0.11% | 14.78% | 10.55% | 1.69% | -5.57% | -1.40% | -12.25% | -34.73% | $10.53B |
Cadence Design Systems, Inc.CDNS | 12.5% | -1.04% | 3.32% | -10.30% | -0.87% | 7.83% | 11.83% | 27.23% | -6.41% | $92.97B |
Intuit Inc.INTU | 12.5% | 1.34% | 10.67% | 21.04% | 3.76% | -50.49% | -19.82% | -47.18% | -57.93% | $89.70B |
Oracle CorporationORCL | 12.5% | -0.93% | 25.54% | 0.77% | 11.16% | -25.94% | -0.72% | -1.03% | -43.70% | $415.91B |
PTC Inc.PTC | 12.5% | -1.59% | 17.64% | 11.56% | 1.63% | -19.96% | -10.96% | -11.28% | -35.36% | $16.11B |
Shopify Inc.SHOP | 12.5% | 16.98% | 26.80% | 20.06% | 23.12% | -10.39% | 19.47% | 43.31% | -6.88% | $187.17B |
Workday, Inc.WDAY | 12.5% | -0.38% | 26.08% | 23.66% | 6.42% | -20.55% | 27.57% | -27.51% | -25.51% | $44.70B |
| Theme return | — | 1.93% | 17.41% | 11.78% | 5.24% | -17.20% | 4.13% | -2.31% | -25.21% | — |
| Average | 12.5% | 1.93% | 17.41% | 11.62% | 6.18% | -18.00% | 2.95% | -4.89% | -28.98% | $113.47B |
| Median | 12.5% | -0.24% | 16.21% | 13.61% | 3.13% | -19.44% | -1.06% | -10.84% | -30.12% | $70.19B |
| Std Dev | 0.0% | 5.77% | 7.82% | 10.73% | 7.26% | 15.85% | 14.71% | 26.92% | 16.57% | $125.82B |
| Min | 12.5% | -1.59% | 3.32% | -10.30% | -0.87% | -50.49% | -19.82% | -47.18% | -57.93% | $10.53B |
| Max | 12.5% | 16.98% | 26.80% | 23.66% | 23.12% | 7.83% | 27.57% | 43.31% | -6.41% | $415.91B |
| % Positive Tickers | 37.50% | 100.00% | 87.50% | 87.50% | 12.50% | 37.50% | 25.00% | 0.00% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
AI '26: Mizuho Most AI-Resilient Software tracks 8 publicly listed stocks in this theme: ADSK, BSY, CDNS, INTU, ORCL, PTC, SHOP, WDAY. See the constituent table for details.