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Market Cap Distribution

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5Y Price (Market Cap Weighted)

All Stocks (2068)

%
Company Market Cap Price
SES SES AI Corporation 92%
SES AI's Molecular Universe and Avatar are AI/ML platforms enabling upstream material discovery and downstream battery safety.
$1.11B
$3.02
-0.98%
TFIN Triumph Financial, Inc. 90%
SaaS - Vertical Software: Triumph delivers vertical software-as-a-service for transportation finance, payments, and data platforms.
$1.10B
$46.95
-3.73%
PRO PROS Holdings, Inc. 92%
PROS operates as a subscription-based enterprise software provider for pricing, CPQ, and revenue management.
$1.10B
$22.96
-0.04%
HLIT Harmonic Inc. 85%
VOS SaaS platform enables cloud-native video processing and delivery (vertical software).
$1.10B
$9.71
-5.54%
CRCT Cricut, Inc. 92%
Cricut's Platform includes Design Space software and Cricut Access subscriptions, a cloud-based SaaS offering driving high-margin recurring revenue.
$1.09B
$5.16
-5.32%
LENZ LENZ Therapeutics, Inc. 88%
LENZ generates revenue through licensing agreements for its IP internationally, representing Intellectual Property Licensing as a core business activity.
$1.09B
$38.79
-17.03%
RDWR Radware Ltd. 92%
Radware directly sells cybersecurity software solutions (cloud security, DDoS mitigation, API protection, bot management).
$1.09B
$26.01
-3.42%
COHU Cohu, Inc. 85%
COHU's DI-Core software suite and Tignis integration provide AI/ML platforms for manufacturing data analytics, yield optimization, and predictive maintenance.
$1.08B
$23.15
+2.62%
REAL The RealReal, Inc. 85%
Proprietary AI/ML platforms (Athena, SmartSales, pricing engine) are core differentiators enabling efficiency and pricing accuracy.
$1.07B
$9.45
-8.43%
LMB Limbach Holdings, Inc. 75%
The company uses vertical software (SaaS) for energy analytics, data tracking, and sustainability reporting within its ODR platform.
$1.06B
$90.86
-5.63%
SLDP Solid Power, Inc. 70%
Licensing of electrolyte technology and related cell manufacturing know-how constitutes Intellectual Property Licensing.
$1.05B
$5.86
-2.66%
SEMR Semrush Holdings, Inc. 95%
Semrush sells enterprise-grade SaaS for online visibility management (SEO, content, analytics) with strong enterprise growth, fitting the SaaS - Enterprise Software category.
$1.05B
$7.08
-3.28%
ATAI Atai Life Sciences N.V. 80%
AI/ML platforms underpin ATAI's discovery engines (EntheogeniX, TryptageniX, Invyxis).
$1.05B
$5.23
+1.16%
THRM Gentherm Incorporated 65%
ClimateSense software platform used for vehicle thermal management and related optimization.
$1.03B
$33.48
-2.11%
ETWO-WT E2open Parent Holdings, Inc. 92%
E2open provides a cloud-based vertical SaaS platform tailored to supply chain management and logistics, fitting the 'SaaS - Vertical Software' category.
$1.02B
$3.30
-0.30%
ETWO E2open Parent Holdings, Inc. 95%
ETWO sells subscription-based enterprise software for supply chain planning, global trade, and connected network capabilities.
$1.02B
$3.30
PDFS PDF Solutions, Inc. 92%
Exensio is an AI/ML analytics platform used across manufacturing, including yield analysis and process control.
$1.02B
$25.82
-1.07%
TDUP ThredUp Inc. 80%
Resale-as-a-Service-like offering represents a vertical software platform for brands.
$1.02B
$8.63
-6.50%
YEXT Yext, Inc. 95%
Yext's core product is a cloud-based SaaS platform for brand visibility and knowledge management (Answers Platform/Knowledge Graph) sold as enterprise software.
$1.02B
$8.33
-1.88%
SBGI Sinclair, Inc. 65%
Sinclair is expanding digital advertising capabilities and monetization through ad-tech platforms, consistent with Programmatic Advertising Platform.
$1.02B
$14.61
-0.34%
IIIV i3 Verticals, Inc. 92%
Pure-play public sector vertical SaaS platform delivering government-focused software solutions.
$1.02B
$30.56
-3.90%
LDI loanDepot, Inc. 66%
AI/ML Platforms: AI-powered initiatives and automation within the mortgage manufacturing workflow.
$1.01B
$3.07
-0.65%
NTGR NETGEAR, Inc. 85%
Exium provides cybersecurity software (SASE) integrated with Netgear's Insight platform, directly a cybersecurity software offering.
$1.01B
$35.18
-2.30%
EIG Employers Holdings, Inc. 90%
Cerity is EIG's direct-to-consumer digital insurance platform, a software/SaaS offering enabling online insurance distribution.
$1.01B
$42.10
-0.92%
EEX Emerald Holding, Inc. 85%
Elastic Suite is a vertical SaaS platform for B2B wholesale/e-commerce embedded in Emerald's events ecosystem.
$1.01B
$5.06
-1.17%
MGIC Magic Software Enterprises Ltd. 92%
MGIC emphasizes Generative AI and AI-enabled tooling within its low-code/no-code platforms, positioning it in AI/ML Platforms.
$1.00B
$20.46
-3.85%
CRI Carter's, Inc. 85%
Invests in AI/ML platforms for inventory allocation, demand forecasting, and personalization.
$1.00B
$27.46
-6.38%
GCT GigaCloud Technology Inc. 88%
Proprietary Supplier Fulfilled Retailing (SFR) platform and Wonder App are vertical software offerings for B2B commerce and retail enablement.
$997.01M
$26.19
-7.62%
BLND Blend Labs, Inc. 88%
Core software platform (Blend Builder) is a vertical SaaS product for financial services.
$972.05M
$3.76
-0.79%
MDXG MiMedx Group, Inc. 70%
MiMedx Connect represents a SaaS vertical software platform for clinicians/healthcare workflows tied to MiMedx products.
$967.45M
$6.55
-5.21%
ZBIO Zenas BioPharma, Inc. 80%
Zenas licenses IP for obexelimab/ZB assets and derives upfront licensing revenue
$963.44M
$23.03
+5.84%
UDMY Udemy, Inc. 92%
Udemy's core offering is an enterprise SaaS subscription platform (Udemy Business) for corporate learning and skilling.
$951.88M
$6.40
-4.62%
EVH Evolent Health, Inc. 92%
EVH offers cloud-based vertical software solutions for healthcare payer/provider care management (Performance Suite and Specialty Technology & Services Suite), i.e., vertical SaaS in healthcare.
$942.72M
$8.03
-5.64%
DAKT Daktronics, Inc. 75%
Show Control Suite and Venus Control Suite represent cloud-based, SaaS software platforms for managing and content‑ing displays, enabling live data, scheduling, and content creation.
$941.01M
$19.16
-2.54%
OPFI-WT OppFi Inc. WT 85%
The company uses AI/ML underwriting (Model 6) as a core platform capability for risk assessment.
$941.00M
$10.84
+0.74%
CNOB ConnectOne Bancorp, Inc. 65%
BoeFly is a cloud-based software platform used in lending, aligning with vertical SaaS software categories.
$938.67M
$24.40
-3.79%
XPEL XPEL, Inc. 85%
XPEL's core DAP software platform is a cloud-based vertical software solution that manages film design patterns, installation workflows, leads, deals, and installer-network management.
$937.56M
$33.89
-0.99%
LESL Leslie's, Inc. 70%
AccuBlue water testing (in-store and at-home) is a software-enabled platform, aligning with 'SaaS - Vertical Software'.
$934.40M
$5.72
+4.09%
TNDM Tandem Diabetes Care, Inc. 90%
Tandem's data management platform (Tandem Source) and device updater represent cloud-based vertical software solutions for healthcare.
$932.50M
$14.00
-5.47%
HIVE HIVE Digital Technologies Ltd. 85%
Buzz HPC/AI compute platform and ARR growth indicate a primary AI/ML platform service.
$926.73M
$6.61
-8.19%
QNST QuinStreet, Inc. 92%
QuinStreet operates a programmatic advertising platform enabling media buying, optimization, and performance-based marketing.
$920.91M
$15.91
-1.61%
SCSC ScanSource, Inc. 85%
Offers Industrial IoT connected worker platform/solutions for connected devices, analytics, and subscription services.
$913.99M
$40.45
-2.48%
BBNX Beta Bionics, Inc. 70%
Beta Bionics provides vertical software platforms (provider portal, patient data integration) deployed with its devices.
$911.78M
$21.03
-7.72%
SPTN SpartanNash Company 70%
The company leverages data-driven vertical software analytics and pricing/merchandising capabilities.
$910.56M
$26.90
YB Yuanbao Inc. American Depositary Shares 68%
The company leverages proprietary AI tools/models (AI-driven marketing, underwriting, claims processing) as core components of its service offering.
$907.57M
$20.09
-6.58%
GRPN Groupon, Inc. 90%
The Groupon platform is a cloud-based software service sold to merchants and partners (SaaS - Enterprise Software).
$898.25M
$22.56
+0.94%
WYFI WhiteFiber, Inc. Ordinary Shares 92%
WhiteFiber operates as a vertically integrated provider of HPC data centers and cloud-based GPU services, i.e., cloud infrastructure.
$893.26M
$33.03
-3.98%
MNMD Mind Medicine (MindMed) Inc. 65%
MindMed is developing digital medicine tools (e.g., MindMed Session Monitoring System) for drug candidates, mapping to Healthcare SaaS in a vertical software context.
$892.28M
$11.81
-5.75%
RZLV Rezolve AI PLC 96%
BRAiNPOWA is a proprietary AI/ML platform specialized for product catalogs and commerce.
$883.30M
$5.13
-10.31%
SWIM Latham Group, Inc. 75%
Measure by Latham is a vertical software tool for liner and cover installers, constituting a SaaS offering.
$880.90M
$7.59
-0.26%
HLF Herbalife Nutrition Ltd. 85%
AI/ML platform element: Pro2col AI platform enabling personalized wellness protocols and enhanced engagement with customers and distributors.
$875.88M
$8.60
-5.18%
CABO Cable One, Inc. 80%
SecurePlus is a cybersecurity service/package offered to customers, aligning with Cybersecurity Software.
$875.01M
$155.48
-5.22%
FTRE Fortrea Holdings Inc. 60%
Fortrea is investing in AI-enabled tools and processes to improve efficiency in clinical trial execution, mapping to AI/ML Platforms.
$870.75M
$9.68
-10.83%
IBTA Ibotta, Inc. 92%
Ibotta's IPN is described as an omnichannel performance marketing platform enabling programmatic ad buying and optimization.
$869.93M
$30.58
-1.20%
DLX Deluxe Corporation 90%
Core revenue driver through SaaS enterprise software delivering payments and data-enabled solutions.
$869.74M
$19.44
HIPO Hippo Holdings Inc. 85%
Hippo's technology platform for underwriting and operations aligns with vertical SaaS software offerings.
$869.18M
$34.55
-3.95%
SKYT SkyWater Technology, Inc. 75%
Technology-as-a-Service model emphasizes co-developing differentiated IP and potential IP licensing with customers.
$868.51M
$18.08
+11.95%
GETY Getty Images Holdings, Inc. 92%
Getty Images operates a subscription-based, cloud-hosted content licensing platform for enterprise customers, i.e., an enterprise SaaS offering.
$864.04M
$2.09
-4.57%
ACEL Accel Entertainment, Inc. 65%
Accel's proprietary gaming content and operating platforms suggest a software offering (vertical software) for its gaming operations.
$861.65M
$10.18
-2.12%
AEVA Aeva Technologies, Inc. 60%
AI/ML Platforms; provides perception software and processing capabilities that support LiDAR data interpretation.
$858.90M
$15.61
-4.64%
BOW Bowhead Specialty Holdings Inc. 80%
Baleen Specialty is a tech-enabled flow underwriting platform, i.e., software-as-a-service for underwriting.
$855.76M
$26.20
-0.23%
VTS Vitesse Energy, Inc. 75%
Luminis is a proprietary software platform used to rapidly evaluate wells and screen acquisitions, representing a vertical SaaS offering for oil & gas.
$852.98M
$22.09
-2.08%
LQDT Liquidity Services, Inc. 88%
The business includes a vertical SaaS/auction software platform (including private-label SaaS via acquisitions) servicing asset disposition and resale workflows.
$852.33M
$27.30
-0.26%
BKSY BlackSky Technology Inc. 90%
BlackSky's Spectra AI/ML platform processes imagery into real-time intelligence and analytics.
$846.70M
$26.75
-14.37%
ESQ Esquire Financial Holdings, Inc. 60%
The company has a proprietary CRM platform integrated with its marketing and loan systems, i.e., CRM software.
$845.13M
$99.88
-3.46%
OPFI OppFi Inc. 90%
Model 6 and LOLA represent proprietary AI/ML underwriting, pricing, and loan-automation capabilities central to OppFi's moat.
$835.96M
$9.63
-3.70%
HSTM HealthStream, Inc. 95%
HealthStream's core offering is the cloud-based vertical SaaS platform for healthcare workforce development, credentialing, and scheduling.
$835.17M
$27.36
-0.55%
WGO Winnebago Industries, Inc. 65%
Winnebago Connect platform represents vertical software/SaaS for connected RV experience.
$831.23M
$29.66
-6.26%
ASIC Ategrity Specialty Holdings LLC 65%
Proprietary vertical SaaS software (underwriting platform) used in insurance operations.
$830.26M
$17.64
+6.97%
LX LexinFintech Holdings Ltd. 90%
Lexin has deployed proprietary AI/ML platforms (Singularity AI, DeepSeek R1) and AI agents across operations and risk management.
$830.05M
$5.01
-2.72%
ATLC Atlanticus Holdings Corporation 92%
Atlanticus' core platform is AI/ML-driven decisioning used to extend consumer credit to underserved segments.
$828.31M
$54.76
-5.62%
THR Thermon Group Holdings, Inc. 75%
Genesys control/monitoring system and IoT-enabled capabilities align with Industrial IoT Connected Worker Platform.
$824.90M
$24.93
-4.56%
EXOD Exodus Movement, Inc. 85%
Exodus sells software solutions to partners (e.g., XO Swap API, PassKeys) via B2B collaborations, aligning with SaaS - Enterprise Software.
$819.66M
$28.50
-2.60%
UVE Universal Insurance Holdings, Inc. 88%
Clovered.com represents a vertical software SaaS platform for direct-to-consumer insurance distribution.
$817.32M
$29.04
-2.75%
MRVI Maravai LifeSciences Holdings, Inc. 75%
Acquisition of Officinae Bio brings an AI-driven digital platform to support biological design, qualifying as an AI/ML platform.
$812.36M
$3.19
-3.92%
KIND Nextdoor Holdings, Inc. 92%
Nextdoor's ad platform supports programmatic ad buying, aligning with NEXT's monetization plan.
$811.09M
$2.12
-0.93%
FVRR Fiverr International Ltd. 92%
AI/ML platforms powering Fiverr's AI-enabled matching, generation, and workflows (Fiverr Go, Neo).
$807.93M
$22.80
-3.23%
DCBO Docebo Inc. 92%
Docebo provides SaaS-based enterprise software (Learning Management System) for corporate learning.
$804.73M
$26.67
-3.88%
CHX ChampionX Corporation 88%
CHX's digital offerings for production optimization and emissions management align with SaaS - Vertical Software deployed in oil and gas.
$801.40M
$25.81
CDNA CareDx, Inc 78%
Integrated digital software ecosystem and cloud-based tools for transplant centers (Epic Aura integration, XynQAPI) align with vertical software solutions.
$801.24M
$14.39
-2.64%
NPK National Presto Industries, Inc. 78%
Safety segment employs an industrial IoT connected worker platform with sensing and analytics capabilities.
$796.42M
$111.43
-0.30%
CTEV Claritev Corporation 92%
Claritev provides cloud-based vertical software solutions for healthcare cost management, including out-of-network price analytics and decision-support tools (BenInsights, PlanOptix, CompleteVue).
$794.37M
$46.41
-4.62%
CRSR Corsair Gaming, Inc. 60%
Software platforms (iCUE and Elgato ecosystem) representing vertical software offerings.
$792.60M
$7.49
-5.67%
BBW Build-A-Bear Workshop, Inc. 70%
Intellectual property licensing revenue suggests Build-A-Bear licenses its IP to third parties beyond direct product sales.
$791.86M
$59.95
+0.57%
DNA Ginkgo Bioworks Holdings, Inc. 85%
Foundry and Codebase form an AI-driven biotech platform used for data generation and AI/ML-enabled discovery.
$791.35M
$13.52
-12.04%
BMBL Bumble Inc. 90%
Bumble employs AI/ML-powered personalized matching algorithms and safety features as core product capabilities.
$783.98M
$5.07
-8.81%
BTBT Bit Digital, Inc. 90%
Provides cloud infrastructure services and GPU-enabled HPC compute via WhiteFiber.
$781.26M
$3.76
-7.39%
GILT Gilat Satellite Networks Ltd. 78%
The virtualization of SkyEdge IV and cloud-native ground infrastructure indicates cloud infrastructure offerings.
$775.43M
$13.60
-3.89%
REAX The Real Brokerage Inc. 85%
AI/ML Platforms powering Real’s core tools (Reason, Leo CoPilot) as key moat.
$775.13M
$3.92
-2.73%
CTLP Cantaloupe, Inc. 92%
Cloud-based vertical software platform (Seed/Go/Cheq) for unattended self-service retail.
$772.23M
$10.57
-0.28%
VTEX Vtex 88%
Core product is a cloud-based enterprise software platform for digital commerce and related services.
$771.78M
$4.16
-9.17%
TREE LendingTree, Inc. 72%
The company pursues an AI-first strategy with enterprise GPT and data infrastructure, embedding AI across its marketplace platform.
$770.29M
$56.91
-4.14%
CARS Cars.com Inc. 95%
The platform leverages AI/ML for data intelligence and inventory analytics (Inventory Intelligence Platform).
$769.73M
$12.14
-0.82%
QD Qudian Inc. 70%
Fraud detection and risk analytics capabilities used in underwriting and risk management.
$767.27M
$4.26
-7.99%
NRDS NerdWallet, Inc. 80%
NerdWallet provides a cloud-based software platform focused on financial guidance and product comparisons (vertical software for finance).
$766.73M
$10.29
-3.20%
PDS Precision Drilling Corporation 78%
Alpha Automation and EverGreen represent AI-enabled software, digital twin analytics, and energy-efficiency tech offered to customers as part of drilling rigs.
$756.46M
$53.49
-4.74%
AMN AMN Healthcare Services, Inc. 92%
AMN provides cloud-based vertical software platforms for healthcare workforce management (ShiftWise Flex, Workwise) and clinician onboarding (AMN Passport).
$756.39M
$19.97
+3.20%
SSTK Shutterstock, Inc. 92%
Direct licensing of Shutterstock's core stock images, video footage, music, and 3D assets to customers.
$752.31M
$21.34
-2.60%
NRIX Nurix Therapeutics, Inc. 80%
Nurix uses the DEL-AI platform, an AI/ML-driven discovery engine, to identify binders and accelerate drug discovery.
$746.15M
$9.76
+0.51%
EVER EverQuote, Inc. 95%
Proprietary AI/ML technology (ML bidding platform and Smart Campaigns) is central to its offering.
$744.10M
$20.58
-6.62%
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