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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (2068)

%
Company Market Cap Price
CPAY Corpay, Inc. 78%
CPAY provides cloud-based software platforms for enterprise payments and payables automation.
$19.75B
$280.11
-3.73%
WAT Waters Corporation 85%
Waters offers Empower as a vertical software platform for laboratory data management, method development, and regulatory submissions.
$19.70B
$331.00
+0.16%
VIV Telefônica Brasil S.A. 80%
B2B cloud infrastructure services and FiBrasil-related cloud/fiber synergies indicate an active cloud infrastructure business.
$19.47B
$11.78
-1.59%
CDW CDW Corporation 85%
CDW offers SaaS-based and cloud-delivered enterprise software and applications through its software solutions and services.
$19.10B
$145.04
-4.49%
FFIV F5, Inc. 90%
FFIV provides cybersecurity software via its security platform, API security features, and edge security offerings.
$19.05B
$331.75
-3.69%
HAL Halliburton Company 75%
LOGIX automation and Intelevate AI-based remote pump management indicate HAL offers AI/ML platforms and software-driven automation for its services.
$18.89B
$21.97
-5.38%
LII Lennox International Inc. 60%
Lennox utilizes a software platform (Lennox Unified Management System) to manage operations and customer experience, indicating a vertical software offering.
$18.61B
$524.50
-2.38%
NTNX Nutanix, Inc. 95%
Nutanix Cloud Platform provides a unified cloud operating model across on-premises data centers, edge, and public clouds, i.e., cloud infrastructure software.
$18.32B
$68.34
-0.67%
J Jacobs Solutions Inc. 75%
The company develops AI-enabled digital solutions and AI platforms to improve asset lifecycle efficiency and decision-making.
$18.16B
$151.13
-3.17%
TLK Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk 80%
NeutraDC data centers and ongoing capacity expansion position Telkom as a cloud/infrastructure services provider.
$18.12B
$18.29
-0.54%
GPC Genuine Parts Company 65%
Vertical SaaS software associated with customer platforms (e.g., NAPA ProLink).
$18.09B
$130.34
-0.90%
GFL GFL Environmental Inc. 55%
Industrial IoT Connected Worker Platform related capability (AI-enabled monitoring/analytics for operations).
$18.07B
$45.94
+1.55%
TRMB Trimble Inc. 92%
Trimble's Connect & Scale and TC1 are cloud-based, subscription-based vertical software ecosystems.
$18.04B
$75.63
-4.71%
KOF Coca-Cola FEMSA, S.A.B. de C.V. 60%
SaaS - Vertical Software: Juntos+ platform delivered as a cloud-based software solution for customers.
$17.99B
$82.32
-1.41%
AVAV AeroVironment, Inc. 90%
Halo software platform provides AI-enabled autonomy, mission planning, and multi-domain command/control software.
$17.92B
$392.29
-1.39%
CNC Centene Corporation 82%
The article highlights strategic AI usage for administrative automation and advanced data analytics, fitting AI/ML Platforms as a core capability.
$17.79B
$35.76
-5.60%
THC Tenet Healthcare Corporation 80%
The company is investing in AI-enabled technologies across clinical care coordination, medical documentation, and administrative processes.
$17.61B
$189.58
-2.87%
U Unity Software Inc. 95%
Unity Vector is an AI-driven platform for ad optimization and measurement, aligning with AI/ML Platforms.
$17.50B
$42.76
+2.30%
SGI Somnigroup International Inc 55%
SGI leverages AI-enabled Sleeptracker-AI technology and has strategic AI investments (Fullpower-AI).
$17.46B
$83.73
-1.25%
DKNG DraftKings Inc. 75%
Proprietary software platform for gaming (sportsbook, iGaming, DFS) deployed as a cloud/vertical software stack.
$17.45B
$35.16
-4.92%
USFD US Foods Holding Corp. 90%
US Foods developed MOXe and AI-enabled tools for customers, representing a vertical software platform provided to clients.
$17.39B
$75.16
-0.36%
SNA Snap-on Incorporated 80%
RS&I's diagnostic and repair information platforms represent vertical software offerings developed and delivered to customers.
$17.12B
$327.33
-1.72%
ACM Aecom 55%
3D Site Mapping is a service component in BIM/3D modeling workflows commonly deployed in large-scale infrastructure programs.
$17.04B
$128.80
-1.90%
DKS DICK'S Sporting Goods, Inc. 88%
GameChanger is a vertical SaaS platform for youth sports, constituting a direct software product offering.
$16.94B
$211.58
-5.76%
WMG Warner Music Group Corp. 70%
WMG licenses music content to third parties (content licensing), including rights for use in media and synchronization.
$16.72B
$32.08
-0.34%
TEM Tempus AI, Inc. 95%
Tempus Lens, Algos, and foundation models constitute an AI/ML platform for diagnostics and clinical decision support.
$16.69B
$96.39
-4.47%
IONQ IonQ, Inc. 70%
IonQ monetizes through cloud access to its quantum hardware and its own cloud service, aligning with Cloud Infrastructure as a service.
$16.67B
$67.28
-1.65%
GEN Gen Digital Inc. 92%
Direct cybersecurity software offerings (Norton/Avast/LifeLock) sold as subscription services to consumers and businesses.
$16.45B
$26.52
-2.25%
NWS News Corporation 85%
Dow Jones/PIB and HarperCollins deliver subscription-based enterprise software platforms and data analytics services, forming core revenue streams.
$16.39B
$28.95
-5.27%
WSO-B Watsco, Inc. 90%
OnCall Air is a contractor-facing digital sales platform (vertical SaaS) that enables proposals and sales at the point of sale.
$16.37B
$402.56
CNH CNH Industrial N.V. 85%
FieldOps represents CNH's vertical SaaS software platform for farm management and data; a direct software offering.
$16.37B
$10.10
-4.17%
FTV Fortive Corporation 90%
Gordian and Apex Insight are cloud-based vertical SaaS solutions for construction cost planning and healthcare analytics.
$16.25B
$47.80
-3.45%
OKTA Okta, Inc. 95%
Okta's core offering is identity and access management (IAM) security software delivered as a cloud-based SaaS platform.
$16.22B
$92.63
+1.07%
CHWY Chewy, Inc. 75%
Chewy operates a first-party Sponsored Ads platform within its marketplace, representing a software-based advertising solution.
$16.21B
$39.03
+0.36%
ZG Zillow Group, Inc. Class A 85%
AI-powered search and recommendation capabilities drive user engagement and transaction opportunities on Zillow's platform.
$16.16B
$69.69
-2.52%
Z Zillow Group, Inc. Class C 65%
The platform includes CRM software via Follow Up Boss integration, supporting agent/customer relationship management.
$16.16B
$66.92
-2.06%
TWLO Twilio Inc. 90%
Core enterprise software platform delivering cloud-based communications and engagement APIs (CPaaS).
$16.06B
$103.43
-1.90%
RBRK Rubrik, Inc. 95%
Rubrik directly offers cybersecurity software platforms (Rubrik Security Cloud) delivering data security, DSPM and cyber recovery capabilities.
$15.93B
$82.34
-4.26%
BIP-PA Brookfield Infrastructure Partners L.P. 85%
Provides cloud infrastructure capacity via owned data center platforms and related services.
$15.86B
$34.38
+1.81%
BSY Bentley Systems, Incorporated 92%
Enterprise-grade SaaS software with multiyear subscriptions and recurring ARR is Bentley's core revenue driver.
$15.81B
$52.11
+0.02%
FMS Fresenius Medical Care AG & Co. KGaA 75%
Uses healthcare‑vertical software (CDX) for clinic workflow optimization; falls under vertical software SaaS.
$15.74B
$26.82
-1.76%
PFGC Performance Food Group Company 75%
Proprietary digital ordering platform indicates a vertical software offering for customers in the food-distribution space.
$15.60B
$99.95
-0.43%
KSPI Joint Stock Company Kaspi.kz 70%
Kaspi offers vertical SaaS-style merchant tools (e.g., Kaspi POS Register, merchant advertising, and analytics) within its ecosystem.
$15.47B
$73.72
-3.00%
SNNUF Smith & Nephew plc 60%
Software/planning platform CORIOGRAPH for preoperative planning; vertical software category.
$15.42B
$17.71
XPO XPO Logistics, Inc. 80%
Proprietary AI/ML platform used to optimize linehaul, pricing, and labor planning.
$15.24B
$129.38
-6.70%
TRU TransUnion 90%
OneTru Analytics Services and OneTrue Assist indicate explicit AI/ML platform capabilities for data analytics, model deployment, and developer tooling.
$15.16B
$77.70
-1.84%
ICLR ICON Public Limited Company 75%
ICON has developed AI-enabled platforms for automating trial management tasks (e.g., iSubmit, SmartDraft), reflecting an in-house AI/ML platform offering.
$15.15B
$183.49
-2.46%
FNF Fidelity National Financial, Inc. 85%
SoftPro and InHere platforms represent SaaS/vertical software platforms for real estate/title transactions.
$15.10B
$54.98
-1.47%
OMC Omnicom Group Inc. 92%
OMC is actively integrating AI/ML capabilities across its Omni platform (Omni, OmniAI, Artbot) to automate and optimize marketing workflows.
$14.93B
$76.50
-1.82%
ALLE Allegion plc 60%
Industrial IoT Connected Worker Platform aligns with connected security devices and analytics in enterprise settings.
$14.91B
$173.29
-1.52%
BBY Best Buy Co., Inc. 65%
Best Buy Ads provides a programmatic advertising platform and services.
$14.89B
$70.43
-7.27%
CHRW C.H. Robinson Worldwide, Inc. 80%
GenAI/AI platforms and agents underpin productivity gains and automation within CHRW's operations.
$14.88B
$125.31
-3.36%
WSO Watsco, Inc. 80%
The company has multiple vertical software platforms (OnCall Air, pricing/analytics platforms, and a planned national sales platform), which maps to SaaS - Vertical Software.
$14.87B
$366.95
-4.29%
ILMN Illumina, Inc. 65%
DRAGEN and related multiomics data analysis capabilities are delivered as cloud/vertical software offerings.
$14.86B
$93.86
-2.73%
HOLX Hologic, Inc. 85%
Genius Digital Cytology System uses AI and digital imaging, aligning with AI/ML Platforms.
$14.78B
$67.92
+0.94%
EQH Equitable Holdings, Inc. 75%
EB360 and Plan Build API capabilities represent cloud-based vertical software for employee benefits and brokers.
$14.69B
$48.35
-3.18%
RIVN Rivian Automotive, Inc. 60%
Rivian's software/AI stack and data flywheel indicate an AI/ML platforms capability.
$14.67B
$12.80
-2.44%
ROKU Roku, Inc. 92%
Roku's core monetization engine is a programmatic advertising platform with the Roku Exchange, Data Cloud, and DSP integrations enabling ad buying, planning, measurement, and optimization.
$14.52B
$99.00
-0.52%
DT Dynatrace, Inc. 95%
Core product is the Dynatrace Platform Subscription (DPS) delivered as a cloud-based SaaS platform for enterprise observability.
$14.51B
$48.53
+0.22%
RYAN Ryan Specialty Holdings, Inc. 65%
Provides a vertical SaaS platform (Connector) and digital trading tools for insurance distribution.
$14.49B
$55.21
-1.32%
ULS UL Solutions Inc. 85%
ULS offers ULTRUS software for regulatory compliance and ESG data management, a vertical SaaS offering.
$14.47B
$72.16
-1.57%
LYB LyondellBasell Industries N.V. 65%
Licensing of polyolefin process technologies and catalysts constitutes IP licensing.
$14.43B
$44.91
-5.59%
MEDP Medpace Holdings, Inc. 78%
The company highlights proprietary AI-enhanced imaging and pharmacovigilance tools, representing an in-house AI/ML platform used to run trials more efficiently.
$14.41B
$501.22
-3.28%
DUOL Duolingo, Inc. 90%
The company leverages AI/ML platforms to power content creation, personalization, and AI-powered features like Video Call with Lily.
$14.06B
$309.34
+6.87%
ZBRA Zebra Technologies Corporation 85%
Zebra is investing in AI/ML platforms and edge AI solutions (AI Suite, Zebra Companion) for device-based AI capabilities.
$14.03B
$275.89
-7.86%
DPZ Domino's Pizza, Inc. 60%
Dom.OS is a proprietary software platform (vertical software) used to run Domino's stores and operations.
$13.91B
$406.37
-0.15%
DOCU DocuSign, Inc. 92%
DocuSign's core offering is cloud-based enterprise software (SaaS) for agreement execution and management.
$13.82B
$68.40
-4.40%
MAS Masco Corporation 75%
ChatHUE is an AI-driven color choice software tool, representing Masco's direct software product offering.
$13.73B
$65.09
-4.05%
BLDR Builders FirstSource, Inc. 75%
BLDR developed BFS Digital Tools, a vertical SaaS platform for homebuilders to place orders and manage procurement.
$13.72B
$121.61
-2.05%
RKLIF Rentokil Initial plc 85%
PestConnect IoT platform is Rentokil's core technology for real-time pest monitoring and operational efficiency.
$13.72B
$5.06
GLXY Galaxy Digital 85%
Helios AI/HPC data center conversion provides cloud infrastructure/data center services for AI workloads.
$13.66B
$39.38
-8.13%
JBHT J.B. Hunt Transport Services, Inc. 70%
The J.B. Hunt 360 platform is a cloud-based software solution for shippers and carriers, aligning with enterprise software offerings.
$13.60B
$137.09
-4.65%
RTO Rentokil Initial plc 90%
Rentokil's PestConnect IoT-enabled pest-control platform is a core hardware/software system sold/installed at customer sites.
$13.51B
$26.80
-0.92%
COOP Mr. Cooper Group Inc. 75%
Proprietary SaaS platform (SaaS - Vertical Software) for mortgage servicing/origination.
$13.49B
$210.79
JLL Jones Lang LaSalle Incorporated 75%
JLL provides SaaS-based Enterprise Software solutions for real estate management and operations.
$13.45B
$283.23
-2.52%
IREN IREN Limited 85%
Provides AI compute hosting / cloud infrastructure for AI workloads.
$13.36B
$59.77
-11.95%
UNM Unum Group 70%
Unum develops and deploys vertical SaaS platforms (e.g., HR Connect, Gather, Total Leave) to manage enrollment, benefits administration, and related workflows.
$13.23B
$75.85
-1.44%
SNAP Snap Inc. 80%
Snap’s ad platform supports programmatic buying and optimization for advertisers.
$13.00B
$7.78
-7.55%
SOLV Solventum Corporation 90%
SaaS - Vertical Software applies to Solventum's Health Information Systems segment delivering AI-driven autonomous coding software as a cloud-based healthcare IT solution.
$12.91B
$74.29
-0.42%
JOBY Joby Aviation, Inc. 70%
Joby offers ElevateOS, a vertical SaaS software platform for air-taxi operations.
$12.76B
$16.11
+2.45%
RGTI Rigetti Computing, Inc. 90%
Rigetti offers Quantum Computing as a Service (QCaaS) and cloud access to its QPUs, aligning with Cloud Infrastructure.
$12.75B
$43.92
-8.17%
LECO Lincoln Electric Holdings, Inc. 80%
AI/ML Platforms for AI-driven welding optimization and adaptive intelligence software.
$12.72B
$227.93
-3.27%
UHS Universal Health Services, Inc. 92%
UHS directly develops and deploys vertical healthcare software (EMR) across its facilities as a core operational platform.
$12.64B
$196.11
-3.19%
PAYC Paycom Software, Inc. 92%
Paycom sells cloud-based human capital management (HCM) software as a service (SaaS) covering payroll, HR administration, recruiting, and related workflows for mid-market and enterprise clients.
$12.58B
$217.51
+0.01%
SNX TD SYNNEX Corporation 75%
The company is investing in cloud platforms and hyperscale infrastructure enablement (StreamOne, Hyve), positioning itself in cloud infrastructure capabilities.
$12.51B
$151.64
-3.23%
LAMR Lamar Advertising Company 78%
Lamar's core business is selling advertising inventory via programmatic and DOOH platforms.
$12.45B
$121.63
+0.54%
NLY Annaly Capital Management, Inc. 70%
Onslow Bay represents a dedicated vertical software platform for loan origination/manufacturing and securitization.
$12.42B
$20.53
-2.24%
AVY Avery Dennison Corporation 60%
Digital identity capabilities for Intelligent Labels suggest a vertical software/SaaS component.
$12.40B
$158.67
-1.78%
DOCS Doximity, Inc. 93%
AI tools (Doximity AI Scribe, Doximity GPT, Pathway AI) constitute an AI/ML platforms suite.
$12.32B
$65.61
-7.38%
YMM Full Truck Alliance Co. Ltd. 92%
Cloud-based vertical SaaS platform for the digital freight marketplace and logistics brokerage.
$12.26B
$11.78
-7.75%
BLBLF Bilibili Inc. 88%
AI/ML platforms and AI-assisted tools powering content recommendations, ad optimization, and creator tooling.
$12.12B
$22.38
NXT Nextracker Inc. 75%
Software revenue from TrueCapture represents a cloud/onsite software platform component.
$12.11B
$82.80
-3.36%
HIMS Hims & Hers Health, Inc. 92%
Platform is software-as-a-service tailored for healthcare/telehealth, a vertical software offering.
$12.08B
$53.95
-7.45%
BAH Booz Allen Hamilton Holding Corporation 75%
Booz Allen is expanding its AI/ML capabilities and delivering AI-enabled platforms and solutions for government missions.
$12.06B
$97.14
-3.18%
SAIL SailPoint, Inc. 92%
SailPoint sells cloud-based enterprise identity governance and access management software (IdentityNow, IdentityIQ) as a subscription service.
$12.03B
N/A
MANH Manhattan Associates, Inc. 95%
Manhattan Active is a cloud-native SaaS platform delivering enterprise-scale supply chain, inventory, and omnichannel software on a subscription basis.
$11.98B
$197.32
-3.01%
BEN Franklin Resources, Inc. 75%
SaaS - Enterprise Software for financial services platforms and asset management workflows.
$11.91B
$22.67
-4.51%
MBLY Mobileye Global Inc. 82%
Brain6 represents Mobileye's AI software platforms/architectures used in autonomous driving.
$11.56B
$14.24
-6.56%
SCI Service Corporation International 85%
SCI provides online planning tools and digital memorialization platforms, a specialized software product for the deathcare sector.
$11.51B
$80.83
+0.26%
DRS Leonardo DRS, Inc. 75%
The company develops edge AI processing capabilities and AI-enabled sensing software/platforms for its defense systems.
$11.50B
$43.23
-2.70%
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