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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (2068)

%
Company Market Cap Price
NVDA NVIDIA Corporation 90%
CUDA software ecosystem and AI platforms enable development and deployment of 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. 85%
Apple develops AI/ML platforms and on-device AI capabilities through Apple Intelligence.
$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. 80%
VMware Cloud Foundation and virtualization software underpin Broadcom's private cloud infrastructure offerings (Cloud Infrastructure).
$1.53T
$324.63
-6.01%
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%
AMD Advanced Micro Devices, Inc. 85%
ROCm is AMD's open-source AI/ML software platform stack used with Instinct GPUs.
$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. 90%
Cisco provides cybersecurity software solutions (including security platforms acquired via Splunk) to protect enterprise networks and data.
$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%
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. 70%
EOS and CloudVision software platforms support enterprise cloud infrastructure and management.
$193.54B
$154.10
-3.60%
SONY Sony Group Corporation 70%
Significant mobile gaming presence and MAU growth, relevant to Sony's gaming ecosystem.
$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 65%
Intellectual Property Licensing captures monetization of Sony’s IP across media and entertainment assets.
$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 80%
AI/ML Platforms covers Qualcomm's software/AI platform capabilities (Edge Impulse, FocusAI) for edge devices.
$168.64B
$153.59
-6.81%
AMAT Applied Materials, Inc. 60%
EPIC platform and co-innovation software are cloud/vertical software offerings targeting semiconductor R&D and collaboration.
$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 75%
Lam's Semiverse Solutions and Simulator 3D license-based software provide AI/ML platforms and data-driven process optimization for their equipment.
$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 75%
Arm's Kleidi AI software layer and software ecosystem position Arm as an AI/ML platform provider.
$163.17B
$154.81
-9.26%
INTC Intel Corporation 60%
Intel is pursuing full-stack AI solutions and AI software/platforms to support AI workloads.
$158.65B
$36.37
-5.43%
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%
DHR Danaher Corporation 75%
AI/ML Platforms applies to AI-powered digital pathology and analytics integrated into diagnostics.
$144.89B
$202.46
-1.20%
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%
KLAC KLA Corporation 78%
AI/ML Platforms – KLAC integrates AI into its platforms to improve inspection performance, data analytics, and cost of ownership.
$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%
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. 85%
Dell is accelerating AI workloads with AI/ML platforms through its AI-optimized servers and software platforms (e.g., Data Lakehouse).
$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%
AI/ML Platforms: AI-enabled optimization and energy management capabilities embedded in 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 65%
AI/ML Platforms applies due to internal AI initiatives and partnerships to integrate AI into defense solutions (e.g., Beacon and NVIDIA collaboration).
$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. 80%
Cadence.AI and related tools (Cerebrus, JedAI) represent AI/ML Platforms for design optimization and automation.
$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%
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%
EQIX Equinix, Inc. 90%
Cloud Infrastructure tag captures Equinix's platform-enabled cloud adjacency and data-center services powering enterprise cloud workloads.
$78.31B
$800.60
-1.16%
AON Aon plc 80%
Aon leverages AI/ML-powered platforms (e.g., Risk Analyzer, Aon Broker Copilot) for analytics and advisory services.
$77.77B
$360.15
-0.58%
AJG Arthur J. Gallagher & Co. 70%
AJG utilizes AI/ML platforms and data analytics within its operations (claims, back-office, analytics tools).
$77.28B
$301.74
-0.84%
ECL Ecolab Inc. 88%
SaaS - Vertical Software covers Ecolab's sector-focused software subscriptions and digital solutions (e.g., Pest Intelligence, KitchenIQ).
$77.14B
$272.08
-0.70%
CI The Cigna Group 75%
SaaS - Vertical Software capturing healthcare-specific software platforms used to manage PBM and integrated health services.
$77.10B
$290.26
+0.57%
MSI Motorola Solutions, Inc. 93%
MSI monetizes vertical software offerings (CAD, VESTA NXT, analytics) delivered as cloud/SaaS for public safety and enterprise security.
$76.16B
$456.30
-0.89%
SNPS Synopsys, Inc. 92%
Synopsys licenses IP cores and silicon IP to customers.
$75.93B
$489.36
+2.63%
CTAS Cintas Corporation 85%
CTAS provides vertical SaaS platforms (e.g., MyCintas portal, SAP-enabled processes) for managing uniforms, safety, and facility services.
$75.74B
$187.96
-1.70%
CM Canadian Imperial Bank of Commerce 70%
CM developed proprietary AI/ML platforms (CAI) as a differentiator in operations and client experience.
$75.39B
$79.81
-0.49%
BK The Bank of New York Mellon Corporation 65%
BK has an enterprise AI platform (Eliza) and deploys multiple AI solutions, indicating a business line around AI/ML platforms.
$74.79B
$104.54
-2.45%
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