
ALLE-10.72%12.5%

ASSA-B.ST+0.79%12.5%

BRC+6.63%12.5%

BSY-42.57%12.5%

HON+5.28%12.5%

NEX.PA+0.38%12.5%

PCOR-25.85%12.5%

VIAV+273.92%12.5%
As of Oct 2, 2026, 9:55 PM ET
Data Centers '25: Security, Electrical & Mgmt Systems Constituents
Allegion plcALLE | 12.5% | -0.08% | 3.08% | 2.33% | 2.86% | -0.33% | -1.53% | 20.88% | -10.72% | 7.21% | 23.59% | $13.11B |
ASSA ABLOY AB (publ)ASSA-B.ST | 12.5% | 1.03% | -3.43% | -3.15% | 1.03% | -9.51% | -17.45% | 17.62% | 0.79% | 8.06% | 30.42% | $39.16B |
Bentley Systems, IncorporatedBSY | 12.5% | -1.59% | 0.85% | -8.51% | -1.89% | -15.81% | -12.09% | -21.77% | -42.57% | -34.38% | -46.66% | $9.42B |
Brady CorporationBRC | 12.5% | 0.76% | 0.05% | -7.49% | -0.84% | 6.46% | -9.65% | 15.06% | 6.63% | 15.89% | 77.44% | $3.99B |
Honeywell International Inc.HON | 12.5% | 0.09% | 1.66% | 4.52% | 0.74% | 6.69% | -14.98% | 3.92% | 5.28% | 11.05% | 11.25% | $67.82B |
Nexans S.A.NEX.PA | 12.5% | 2.71% | -6.07% | -3.16% | 2.71% | 4.54% | 7.03% | 53.20% | 0.38% | 9.14% | 75.02% | $6.71B |
Procore Technologies, Inc.PCOR | 12.5% | -1.37% | 4.60% | -10.59% | 2.96% | -26.88% | -3.36% | -22.88% | -25.85% | -13.70% | -43.38% | $7.69B |
Viavi Solutions Inc.VIAV | 12.5% | 5.18% | 31.18% | 38.41% | 6.63% | 167.96% | 60.72% | 318.49% | 273.92% | 422.75% | 196.79% | $11.62B |
| Theme return | — | 0.84% | 3.99% | 0.98% | 1.55% | 14.24% | 3.92% | 38.17% | 14.11% | 35.32% | 55.53% | — |
| Average | 12.5% | 0.84% | 3.99% | 1.55% | 1.78% | 16.64% | 1.09% | 48.07% | 25.98% | 53.25% | 40.56% | $19.94B |
| Median | 12.5% | 0.43% | 1.25% | -3.15% | 1.87% | 2.11% | -6.50% | 16.34% | 0.59% | 8.60% | 27.01% | $10.52B |
| Std Dev | 0.0% | 2.08% | 10.77% | 14.76% | 2.47% | 58.27% | 23.74% | 104.74% | 95.07% | 140.52% | 73.19% | $20.82B |
| Min | 12.5% | -1.59% | -6.07% | -10.59% | -1.89% | -26.88% | -17.45% | -22.88% | -42.57% | -34.38% | -46.66% | $3.99B |
| Max | 12.5% | 5.18% | 31.18% | 38.41% | 6.63% | 167.96% | 60.72% | 318.49% | 273.92% | 422.75% | 196.79% | $67.82B |
| % Positive Tickers | 62.50% | 75.00% | 37.50% | 75.00% | 50.00% | 25.00% | 75.00% | 62.50% | 75.00% | 75.00% |