Agentic Winners 25 · Sector S3
Toll Booth
Transaction infrastructure — Cloudflare edge, Datadog observability, CrowdStrike security, Twilio comms, Okta identity. Model-agnostic and platform-agnostic: whoever wins the agent war, the toll collectors get paid on every transaction.
Constituents 5
Avg Temperature —
5-day Δ —
30-day Δ —
Composite Index —
Composite Index · 60 days
Equal-weighted within this sector, rebased to 1,000 at 2026-03-31. Same composition that feeds the AW25 master composite.
Sector Temperature · 30 days
Average of the 5 constituent temperature scores — each a 0–100 composite across Position, Momentum, Volume, Volatility and Fragility. Reference line at 50 = neutral regime.
Constituents
Click a row to open the stock detail page.
| Ticker | Price | Temp | Position | Momentum | Volume | Volatility | RSI 14 | Flags |
|---|---|---|---|---|---|---|---|---|
| NET | — | — | — | — | — | — | — | — |
| DDOG | — | — | — | — | — | — | — | — |
| CRWD | — | — | — | — | — | — | — | — |
| TWLO | — | — | — | — | — | — | — | — |
| OKTA | — | — | — | — | — | — | — | — |