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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (2324)

%
Company Market Cap Price
NVDA NVIDIA Corporation 95%
NVIDIA's core GPU and AI accelerator products power AI workloads.
$4.47T
$183.16
-5.35%
MSFT Microsoft Corporation 92%
Microsoft's core enterprise software offerings (e.g., Microsoft 365, Dynamics 365) are delivered as cloud-based SaaS solutions.
$3.80T
$510.96
-1.67%
AAPL Apple Inc. 95%
Apple directly designs and sells smartphones and tablets (iPhone, iPad), the core device platforms.
$3.66T
$245.27
-3.79%
GOOG Alphabet Inc. 95%
Alphabet operates AI/ML platforms (e.g., Vertex AI) as a core product and growth driver across its stack.
$2.87T
$236.57
-2.01%
AMZN Amazon.com, Inc. 95%
AWS provides cloud infrastructure services as a primary growth engine for Amazon.
$2.30T
$216.37
-4.35%
META Meta Platforms, Inc. 92%
Meta's Llama models and AI platform stack (AI/ML Platforms).
$1.77T
$705.30
-3.51%
AVGO Broadcom Inc. 95%
Broadcom designs custom XPUs/AI accelerators (GPU & AI Chips) used in data centers.
$1.53T
$324.63
-6.01%
TSM Taiwan Semiconductor Manufacturing Company Limited 95%
TSMC is the world's leading pure-play semiconductor foundry, manufacturing IC wafers for fabless designers.
$1.46T
$280.66
-6.43%
TSLA Tesla, Inc. 75%
Tesla designs specialized integrated circuits (chip design) for FSD and AI hardware.
$1.33T
$413.49
-5.28%
ORCL Oracle Corporation 93%
OCI cloud infrastructure services (IaaS) and global cloud platform are core Oracle offerings.
$822.88B
$292.96
-2.44%
V Visa Inc. 80%
Fraud detection and risk analytics capabilities (e.g., ARIC Risk Hub) are core risk-management offerings.
$643.60B
$343.65
-1.14%
NFLX Netflix, Inc. 75%
Netflix has an advertising suite and programmatic ad technology for its ad-supported plan.
$519.37B
$1220.08
-0.73%
MA Mastercard Incorporated 85%
Mastercard uses analytics-driven fraud detection and risk management in its payments platform, a core offering.
$506.22B
$557.48
-1.78%
PLTR Palantir Technologies Inc. 95%
Palantir's core offering is an AI/ML platform (AIP) built on Ontology for enterprise data integration and AI deployment.
$414.02B
$175.44
-5.25%
BABAF Alibaba Group Holding Limited 93%
The company has full-stack AI/ML platforms and foundation models (e.g., Qwen family) as a core growth driver.
$394.29B
$19.90
-2.93%
HD The Home Depot, Inc. 65%
HD deploys AI/ML Platforms (e.g., Magic Apron) for customer and associate support and efficiency.
$373.84B
$375.75
-1.19%
BABA Alibaba Group Holding Limited 95%
Alibaba directly develops and monetizes AI/ML platforms and models (Qwen family) and provides AI cloud services.
$369.42B
$159.01
-6.48%
ASML ASML Holding N.V. 92%
ASML directly manufactures semiconductor fabrication equipment (EUV lithography systems), i.e., semiconductor equipment.
$368.11B
$936.19
-3.55%
AMD Advanced Micro Devices, Inc. 92%
AMD directly produces GPU/AI chips (MI350/MI400 Instinct line, RDNA GPUs, and CDNA accelerators) used for AI compute and graphics.
$348.44B
$214.90
-7.68%
UNH UnitedHealth Group Incorporated 85%
UNH's Optum software platforms deliver healthcare-focused cloud software and analytics as a core service, aligning with the SaaS - Vertical Software category.
$321.58B
$354.50
-4.03%
SAP Sap Se 95%
Core ERP software offerings (S/4HANA Cloud) enabling integrated finance, procurement, supply chain, and operations.
$309.61B
$265.53
-3.74%
CSCO Cisco Systems, Inc. 92%
Cisco directly designs and sells networking hardware (routers, switches) and related data-center networking equipment.
$269.04B
$67.94
-3.51%
IBM International Business Machines Corporation 95%
IBM sells enterprise software on a subscription basis, a core revenue stream.
$258.20B
$277.82
-3.86%
TOYOF Toyota Motor Corporation 60%
AI/ML Platforms capture Toyota's internal AI software platform (Arene) and data-driven services.
$248.69B
$19.08
+0.99%
TM Toyota Motor Corporation 75%
Toyota's Arene software platform represents an in-house AI/ML software platform for BEV and safety features.
$242.56B
$185.22
-2.20%
CRM Salesforce, Inc. 95%
Core CRM software product and customer relationship management platform.
$231.05B
$241.68
-1.96%
APP AppLovin Corporation 95%
AppLovin's AXON is an AI/ML platform that powers its advertising engine and model development.
$226.67B
$669.86
+2.63%
AXP American Express Company 85%
Uses AI-driven fraud detection and risk analytics to strengthen risk management and security.
$221.57B
$316.26
-2.75%
CAT Caterpillar Inc. 80%
Industrial IoT connections/platforms (VisionLink, connected assets) are provided as digital solutions to customers.
$221.29B
$464.51
-1.12%
MCD McDonald's Corporation 65%
McDonald's develops vertical software platforms (Consumer Platform, Restaurant Platform, Company Platform) for customer engagement and operations.
$212.37B
$297.01
+0.78%
MU Micron Technology, Inc. 95%
Micron's core business is the design, manufacture, and sale of DRAM, NAND, and other memory chips, which are its primary products.
$203.23B
$181.60
-5.89%
RY Royal Bank of Canada 75%
AI/ML Platforms correspond to RBC's proprietary AI models and data platforms used to enhance client experience and ops.
$203.06B
$143.64
-1.61%
DIS The Walt Disney Company 78%
Disney licenses its content and IP to third parties (content licensing).
$196.30B
$109.19
-2.10%
UBER Uber Technologies, Inc. 65%
Uber monetizes platform advertising with placements and targeted capabilities, fitting the Programmatic Advertising Platform theme.
$195.32B
$93.40
-3.01%
SHOP Shopify Inc. 92%
Shopify provides a cloud-based vertical SaaS ecommerce platform tailored for merchants, fitting the 'SaaS - Vertical Software' category.
$195.08B
$151.02
-7.92%
ANET Arista Networks, Inc. 95%
Arista sells high-performance networking equipment (switches/routers) used in data centers and campus networks.
$193.54B
$154.10
-3.60%
SONY Sony Group Corporation 90%
Imaging sensors, cameras, and related imaging tech are core to I&SS.
$187.84B
$28.25
-2.18%
NOW ServiceNow, Inc. 95%
NOW's core business is delivering a cloud-based SaaS platform for enterprise software solutions.
$183.96B
$888.71
-3.40%
INTU Intuit Inc. 95%
Intuit delivers cloud-based enterprise software solutions (SaaS) for financial management and accounting (e.g., QuickBooks Online, related ERP-like offerings).
$183.49B
$650.39
-1.13%
BLK BlackRock, Inc. 80%
Aladdin is a cloud-based enterprise software platform providing risk, portfolio, and operations software.
$179.16B
$1156.45
+0.39%
SNEJF Sony Group Corporation 92%
Sony directly manufactures imaging sensors and cameras (Imaging & Sensing Solutions and Alpha cameras), a core product category.
$174.30B
$28.57
-6.54%
PDD PDD Holdings Inc. 75%
SaaS - Vertical Software applicable to e-commerce merchant management and platform operations.
$172.23B
$124.27
-4.60%
NEE NextEra Energy, Inc. 60%
3D Site Mapping is cited as a technology used to plan and monitor solar installations, indicating a direct capability.
$171.59B
$83.35
-0.66%
QCOM QUALCOMM Incorporated 92%
Snapdragon GPUs and Hexagon AI accelerators constitute Qualcomm's GPU & AI Chips product category.
$168.64B
$153.59
-6.81%
AMAT Applied Materials, Inc. 95%
Core business is semiconductor equipment manufacturing (deposition, etch, metrology, and related process equipment).
$168.48B
$209.95
-4.87%
BKNG Booking Holdings Inc. 80%
BKNG is investing in AI/GenAI across search, personalization, and partner interactions, constituting a core technology platform in use and monetized through its services.
$168.07B
$5164.93
-0.56%
LRCX Lam Research Corporation 95%
Lam Research designs, manufactures and sells wafer fabrication equipment (etch and deposition tools) used in semiconductor manufacturing.
$168.04B
$131.37
-6.56%
VZ Verizon Communications Inc. 78%
Verizon markets AI/ML platform-like offerings (AI Connect) and aims to monetize AI-focused services.
$168.02B
$39.85
-0.99%
GEV GE Vernova Inc. 75%
AI/ML Platforms aligns with GridOS AI enhancements and AI-enabled grid optimization capabilities.
$165.01B
$604.56
-4.04%
ACN Accenture plc 95%
Accenture's AI/ML Platforms are central to its reinvention strategy, including GenAI and AI-enabled platforms like SynOps and GenWizard.
$163.99B
$240.94
-4.25%
ARM Arm Holdings plc American Depositary Shares 95%
Arm designs CPU cores and server-grade processor IP licensed to partners, enabling data-center and consumer devices.
$163.17B
$154.81
-9.26%
INTC Intel Corporation 95%
Intel's core CPUs and server processors (x86 Xeon) are the company's primary product line.
$158.65B
$36.37
-5.43%
TXN Texas Instruments Incorporated 93%
TI's business is centered on analog and power semiconductors, including power management and mixed-signal devices.
$155.98B
$171.70
-4.41%
ISRG Intuitive Surgical, Inc. 75%
Case Insights and the digital ecosystem represent vertical software offerings tied to the medical device platform.
$153.97B
$429.59
-3.26%
SPGI S&P Global Inc. 95%
SPGI is leveraging AI/ML platforms (Kensho, Spark Assist, ChatAI integrations) to deliver AI-powered analytics and workflow-enhanced solutions across Capital IQ Pro and Platts Connect.
$148.75B
$486.10
-1.26%
APH Amphenol Corporation 95%
Amphenol is a leading manufacturer of electronic components, including connectors, high-speed interconnects, fiber optic components, and sensors.
$147.21B
$121.70
-4.22%
DHR Danaher Corporation 75%
AI/ML Platforms applies to AI-powered digital pathology and analytics integrated into diagnostics.
$144.89B
$202.46
-1.20%
ETN Eaton Corporation plc 75%
Data Center Equipment: Eaton provides data-center power infrastructure and modular data center solutions.
$144.42B
$369.08
-2.71%
ADBE Adobe Inc. 92%
Adobe's Firefly family, GenStudio, and AI Assistant constitute a core AI/ML platform suite.
$143.17B
$337.51
-2.99%
ABBNY ABB Ltd 75%
ABB's ABB Ability-like software platforms constitute an industrial IoT platform for connected solution analytics and services.
$140.98B
$71.99
-1.51%
PANW Palo Alto Networks, Inc. 95%
Direct core product: cybersecurity software platforms (firewalls, SASE, SIEM/XSIAM, CNAPP/CDR, AI-driven security) delivered to enterprises.
$139.06B
$208.55
-3.45%
SPOT Spotify Technology S.A. 85%
Spotify is pursuing a scalable ad technology stack and programmatic advertising to monetize its Ad-Supported segment.
$138.14B
$685.29
+1.72%
LOW Lowe's Companies, Inc. 65%
Lowe's sells LED lighting systems and related lighting solutions.
$133.15B
$234.67
-1.23%
KLAC KLA Corporation 92%
Semiconductor equipment design, manufacture, and service—KLAC's core offering is process control, inspection, and metrology systems used in wafer fabrication.
$129.96B
$982.75
-6.61%
HON Honeywell International Inc. 80%
Honeywell Forge and related platforms represent the Industrial IoT/connected solutions they directly provide.
$129.12B
$200.91
-1.98%
MELI MercadoLibre, Inc. 75%
Programmatic advertising platform (Mercado Ads) monetizes merchants within the ecosystem.
$125.14B
$2499.29
+1.25%
DE Deere & Company 85%
Deere offers SaaS-based software solutions for precision agriculture and digital farm management (vertical software).
$124.78B
$460.75
-0.35%
CRWD CrowdStrike Holdings, Inc. 92%
CrowdStrike sells cybersecurity software that provides threat detection, prevention, and response across endpoints, cloud workloads, and identities via the Falcon platform.
$123.04B
$493.66
-3.01%
MDT Medtronic plc 65%
AI/ML Platforms aligns with MDT's AI-driven planning, imaging, robotics, and navigation tools embedded in its spine and cardiovascular technologies.
$122.30B
$95.45
-1.27%
BUD Anheuser-Busch InBev SA/NV 80%
BEES and related platforms fall under SaaS - Enterprise Software as a service offering the company provides.
$120.31B
$59.58
-0.47%
ADP Automatic Data Processing, Inc. 92%
ADP provides cloud-based enterprise software for payroll, HR, and compliance via Lyric HCM; core business is SaaS-based enterprise software.
$115.77B
$285.19
-0.58%
ADI Analog Devices, Inc. 92%
Core business: Analog and power-management semiconductors for industrial, automotive, and consumer electronics.
$111.81B
$225.32
-5.22%
DASH DoorDash, Inc. 85%
DoorDash monetizes through merchant-enabling software tools and vertical software (e.g., hospitality tech via SevenRooms).
$111.05B
$262.08
+1.39%
WELL Welltower Inc. 75%
SaaS - Vertical Software platform likely offered to operators, enabling data-driven real estate and healthcare operations.
$108.52B
$165.94
-0.65%
SE Sea Limited 86%
Shopee monetizes through programmatic advertising and AI-enhanced ad effectiveness.
$103.66B
$180.82
-3.10%
PLD Prologis, Inc. 65%
SaaS - Vertical Software alignment for Prologis Essentials, a cloud-based platform tailored to logistics/real estate operations.
$103.21B
$111.23
-3.08%
DELL Dell Technologies Inc. 95%
Dell primarily sells servers and related data center hardware for AI deployments and data center modernization.
$102.21B
$150.57
-4.44%
MMC Marsh & McLennan Companies, Inc. 85%
MMC deploys AI-powered analytics platforms (e.g., Blue[i], AI-enabled claims tools, GenAI interfaces) as core software offerings.
$102.00B
$207.02
-0.13%
SMFNF Sumitomo Mitsui Financial Group, Inc. 65%
SMFG's internal SMBC-GAI AI platform and AI-driven solutions reflect a core AI/ML platform capability.D
$100.68B
$26.16
-6.39%
CVS CVS Health Corporation 65%
SaaS - Vertical Software representing cloud-based software specific to healthcare/retail workflows.
$98.55B
$77.90
-0.33%
CME CME Group Inc. 92%
CME provides core trading and clearing platforms (Globex, SPAN 2, BrokerTec/EBS) as software services to clients.
$97.82B
$271.45
+1.03%
MCK McKesson Corporation 80%
Prescription Technology Solutions (RxTS) is a cloud-based SaaS platform delivering prescription management tools (e.g., prior authorization, price transparency).
$95.72B
$765.08
-0.68%
NTES NetEase, Inc. 85%
A substantial portion of NetEase's gaming revenue comes from mobile titles, a core growth driver.
$93.98B
$146.91
-4.88%
TT Trane Technologies plc 75%
Specialized data-center cooling and related data-center equipment as part of TT's offerings.
$92.36B
$414.14
-1.59%
BMO Bank of Montreal 60%
BMO Sync represents a vertical SaaS solution integrating banking capabilities with ERP/accounting systems.
$91.66B
$125.66
-1.06%
COIN Coinbase Global, Inc. 70%
Institutional offerings such as Coinbase Prime and custody/liquidity services constitute enterprise/institutional software and platforms.
$90.93B
$357.01
-7.91%
ICE Intercontinental Exchange, Inc. 92%
ICE distributes institutional data products and analytics as a data-as-a-service offering with recurring revenue.
$90.35B
$157.50
-1.33%
NOC Northrop Grumman Corporation 92%
Chip Design is a core product capability, reflecting Northrop Grumman's development of integrated circuit architectures and defense microelectronics.
$89.74B
$623.49
-1.56%
GD General Dynamics Corporation 60%
AI/ML Platforms for AI-enabled accelerators and analytics in IT; relates to GD's digital accelerators.
$89.36B
$332.94
-2.32%
CDNS Cadence Design Systems, Inc. 92%
Cadence provides tools for chip design (Core EDA), i.e., Chip Design.
$89.28B
$327.00
-6.06%
WEBNF Westpac Banking Corporation 70%
Westpac offers cybersecurity software/security features (SaferPay, Westpac Verify) to customers.
$87.93B
$24.90
+4.45%
AMT American Tower Corporation 70%
Provides cloud infrastructure capacity through its data center and interconnection ecosystem.
$87.39B
$186.68
-0.05%
MCO Moody's Corporation 95%
Moody's is embedding GenAI and AI-powered capabilities (e.g., Research Assistant) into its MA platform, matching AI/ML Platforms.
$87.09B
$484.10
-2.48%
RBLX Roblox Corporation 85%
Roblox Cloud provides the platform's cloud infrastructure and services for hosting experiences and developer tools.
$86.01B
$126.80
+0.28%
RELX RELX Plc 92%
RELX increasingly builds and delivers AI/ML platforms to power analytics across Risk, Legal, STM, and Exhibitions segments.
$84.33B
$44.82
-0.40%
MSTR MicroStrategy Incorporated 92%
Directly provides cloud-based enterprise analytics software (AI-powered BI) as a subscription/SaaS product.
$83.33B
$304.79
-5.69%
RCL Royal Caribbean Cruises Ltd. 60%
The company develops digital platforms for bookings and guest experience (e.g., pre-cruise commerce engine), aligning with SaaS - Vertical Software.
$82.72B
$304.62
-0.77%
SNOW Snowflake Inc. 92%
Snowflake's Cortex AI, AI SQL, and AI-powered analytics capabilities place it in the AI/ML Platforms category.
$80.81B
$242.17
-4.28%
MMM 3M Company 85%
3M supplies display-related materials (multilayer optical film and microreplication) used in LCD/LED display technologies.
$80.05B
$148.75
-2.93%
ELV Elevance Health Inc. 95%
ELV's HealthOS is a cloud-based vertical software platform for care coordination and provider workflows.
$79.81B
$353.24
-1.94%
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