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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (2068)

%
Company Market Cap Price
WIX Wix.com Ltd. 92%
AI/ML Platforms: Wix's AI-driven product suite (ADI, AI Website Builder, Wixel, Astro, GEO) positions Wix as an AI-enabled platform.
$7.39B
$134.15
-3.40%
CRL Charles River Laboratories International, Inc. 75%
CRL is investing in New Approach Methods (NAMs) and AI-enabled platforms (e.g., Logica) to support discovery and safety assessment.
$7.38B
$146.07
-2.26%
GTLB GitLab Inc. 95%
GitLab offers an AI-native DevSecOps platform with integrated Duo AI features (AI/ML Platforms).
$7.37B
$44.61
-4.86%
STEP StepStone Group Inc. 90%
StepStone's SPI Research and SPI Reporting are proprietary data/analytics platforms offered to clients (Data-as-a-Service).
$7.32B
$62.91
-1.95%
R Ryder System, Inc. 75%
Ryder develops cloud-based vertical software platforms for logistics and supply chain operations.
$7.30B
$176.47
-4.25%
VOYA Voya Financial, Inc. 80%
VOYA's Benefitfocus-based platform represents a cloud-based Vertical Software offering, including Leave Management for workplace solutions.
$7.25B
$75.25
-1.35%
SRAD Sportradar Group AG 90%
AI/ML Platforms: the business emphasizes AI-driven data collection, analytics, and decisioning platforms.
$7.22B
$24.25
-3.17%
QBTS D-Wave Quantum Inc. 80%
Leap cloud service provides QCaaS access and cloud-based quantum computing.
$7.22B
$24.71
-0.92%
SOUN SoundHound AI, Inc. 92%
Polaris foundation model and Agentic AI capabilities are core AI platforms powering SoundHound's offerings.
$7.17B
$17.85
-1.33%
ETSY Etsy, Inc. 80%
AI-powered search and recommendation is a core feature driving discovery on Etsy’s marketplace.
$7.17B
$68.73
-5.94%
JBTM JBT Marel Corporation 85%
Vertical SaaS software solutions for the food processing value chain enable digital integration and recurring revenue.
$7.17B
$137.38
-0.38%
PONY Pony AI Inc. American Depositary Shares 85%
Develops the PonyWorld AI foundation model and reinforcement-learning driven software/platform for autonomous driving.
$7.10B
$20.29
-11.59%
SIRI Sirius XM Holdings Inc. 80%
Sirius XM deploys ad tech and offers programmatic advertising capabilities across broadcast, streaming, and podcasts.
$7.07B
$20.93
-5.42%
FSS Federal Signal Corporation 60%
Pathfinder Perimeter Breach Warning System indicates an industrial IoT-connected safety platform for equipment/vehicles.
$7.07B
$115.94
-1.67%
ESAB ESAB Corporation 85%
They offer Industrial IoT connected platform capabilities (InduSuite, WeldCloud, FloCloud) for monitoring and analytics.
$7.03B
$115.98
-2.49%
BLSH Bullish 85%
CoinDesk Data is a real-time market data and analytics service; the company offers Data-as-a-Service tools and benchmarks.
$7.02B
$60.41
-9.16%
LCID Lucid Group, Inc. 75%
Lucid monetizes technology via Intellectual Property Licensing to Aston Martin and other OEMs.
$7.01B
$22.98
+1.55%
ADT ADT Inc. 80%
ADT Plus platform leverages AI/ML platforms for automation and service optimization.
$7.00B
$8.37
-2.79%
SSD Simpson Manufacturing Co., Inc. 85%
Directly provides proprietary software solutions for engineering design, BOM generation, and digital project management.
$6.95B
$166.23
-2.47%
KD Kyndryl Holdings, Inc. 92%
KD Bridge provides AI-powered observability and lifecycle monitoring/insights for IT estates, aligning with AI Observability.
$6.92B
$29.76
-1.13%
G Genpact Limited 95%
Genpact's strategic pivot to Data-Tech-AI and AI-led platforms (GenAI, Agentic AI) positions it as an AI/ML platform provider.
$6.88B
$39.37
-2.23%
VRNS Varonis Systems, Inc. 92%
Varonis provides cybersecurity software focused on data security, threat detection, and automated remediation.
$6.88B
$61.46
-2.51%
DLB Dolby Laboratories, Inc. 80%
Dolby OptiView cloud-based platform and licensing of Atmos/Vision align with SaaS - Vertical Software for industry-specific streaming and rights-based services.
$6.88B
$71.58
-0.93%
CGNX Cognex Corporation 78%
The company markets AI-enabled software platforms and deep-learning vision software (e.g., VisionPro Deep Learning) for automated inspection and analysis.
$6.85B
$40.78
-12.43%
FOUR Shift4 Payments, Inc. 82%
SaaS vertical software platform for integrated payments and commerce targeting hospitality/retail verticals.
$6.84B
$77.23
-3.22%
JXN-PA Jackson Financial Inc. 65%
The company’s digital advisor ecosystem for RILA and annuity sales represents a cloud-based vertical software platform delivered to financial professionals.
$6.78B
$94.92
-5.20%
JXN Jackson Financial Inc. 80%
RILA ecosystem represents a vertical software platform used to model products in client portfolios.
$6.78B
$94.92
-5.20%
LUMN Lumen Technologies, Inc. 85%
Lumen provides cloud interconnect and digital platform services enabling multi-cloud and AI workloads, mapping to Cloud Infrastructure.
$6.75B
$6.58
-4.08%
KVYO Klaviyo, Inc. 95%
Klaviyo provides a cloud-based CRM platform for consumer brands, central to its product and revenue model.
$6.74B
$24.42
-4.65%
MIDD The Middleby Corporation 70%
Open Kitchen IoT connectivity platform represents an Industrial IoT platform for connected equipment and analytics.
$6.74B
$133.52
-0.37%
EXLS ExlService Holdings, Inc. 92%
EXL's strategic pivot to data and AI-led offerings with proprietary platforms like EXLerate.AI and domain-specific AI agents.
$6.71B
$41.25
-2.20%
MSA MSA Safety Incorporated 70%
MSA's industrial IoT/connected worker platform represents a distinct software-driven offering tied to hardware devices.
$6.70B
$170.57
-0.17%
PNFP Pinnacle Financial Partners, Inc. 75%
PNFP leverages vertical software/SaaS-based treasury management tools for clients (online wire origination, ACH origination, etc.).
$6.70B
$86.38
-5.80%
LNW Light & Wonder, Inc. 80%
The company’s cross-platform platforms and engine (SciPlay/Open Gaming System) function as software platforms (SaaS - Vertical Software).
$6.70B
$79.35
-1.71%
HRB H&R Block, Inc. 92%
Tax preparation software offered in DIY and assisted formats qualifies as a vertical SaaS product.
$6.69B
$49.95
+0.93%
FCFS FirstCash Holdings, Inc 75%
The company uses credit scoring software to underpin lending decisions in AFF and pawn lending.
$6.69B
$150.71
-2.02%
MKTX MarketAxess Holdings Inc. 92%
AI/ML platforms powering real-time pricing, analytics, and automation within MarketAxess' trading ecosystem.
$6.68B
$180.53
+1.32%
MNSO MINISO Group Holding Limited 85%
MINISO develops proprietary IP (e.g., Yu Yu Chan) and engages in IP licensing to expand product offerings (Intellectual Property Licensing).
$6.60B
$21.25
-5.72%
ACHR Archer Aviation Inc. 75%
Archer's software initiatives with Palantir to build AI foundations for aviation systems indicate AI/ML Platforms.
$6.57B
$11.97
-4.92%
MARA Marathon Digital Holdings, Inc. 65%
Owns/operates compute/data-center infrastructure enabling enterprise hosting and services.
$6.56B
$18.65
-10.16%
CHDN Churchill Downs Incorporated 72%
Exacta and related HRM/wagering technology represent vertical SaaS software deployed for gaming/wagering operations and B2B licensing to third-party operators.
$6.50B
$90.02
-1.19%
MOG-B Moog Inc. 55%
Data Collection Limited acquisition adds 3D site mapping/surveying capabilities relevant to pavement surveying and planning.
$6.48B
$208.77
KMX CarMax, Inc. 65%
AI/ML platforms are deployed to power customer experiences and internal efficiency (e.g., Skye, CE knowledge management).
$6.48B
$43.17
-2.55%
FLS Flowserve Corporation 75%
Industrial IoT platform (Red Raven) for instrumentation, monitoring and predictive analytics of flow-control equipment.
$6.42B
$49.09
-5.01%
THG The Hanover Insurance Group, Inc. 65%
TAP Sales represents a vertical SaaS software platform THG develops for agent quoting/issuance and API integrations.
$6.38B
$177.54
-1.75%
HLNE Hamilton Lane Incorporated 75%
Cobalt LP is a proprietary software analytics platform delivered as a service (SaaS) to clients.
$6.36B
$118.85
-1.38%
GDS GDS Holdings Limited 92%
GDS provides data-center capacity and related services powering cloud infrastructure.
$6.35B
$33.31
-10.98%
CIFR Cipher Mining Inc. 65%
SaaS - Vertical Software: proprietary software for optimizing mining profitability, power pricing, and rig monetization.
$6.30B
$16.97
-9.64%
LRN Stride, Inc. 92%
Stride's platform is a vertical SaaS education software delivered to K-12 and Career Learning segments.
$6.29B
$144.57
+0.01%
OMF OneMain Holdings, Inc. 65%
OMF relies on proprietary data science and credit scoring models to underwrite loans (credit scoring software).
$6.20B
$52.15
-5.47%
WAY Waystar Holding Corp. 92%
Waystar provides cloud-based vertical SaaS Revenue Cycle Management software tailored for healthcare providers.
$6.18B
$35.70
-4.49%
URBN Urban Outfitters, Inc. 75%
Nuuly operates a digital platform for a subscription-based apparel rental service, representing a vertical SaaS offering.
$6.13B
$68.34
-2.57%
SMTC Semtech Corporation 55%
LoRa IoT technology and ecosystem align with an Industrial IoT Connected Worker Platform-type investable theme.
$6.11B
$70.04
+0.06%
TAL TAL Education Group 92%
AI/ML Platforms tag applies due to TAL's proprietary AI models (MathGPT, Xiaoxi) powering personalized learning and content creation.
$6.09B
$10.06
-6.85%
FAF First American Financial Corporation 85%
Leverages data assets via Data-as-a-Service offerings and analytics related to real estate.
$6.05B
$59.34
-1.22%
PFSI PennyMac Financial Services, Inc. 75%
Proprietary vertical software platform used to support mortgage servicing and related operations (servicing technology).
$6.05B
$117.11
+0.54%
CCCS CCC Intelligent Solutions Holdings Inc. 92%
Company provides cloud-based vertical software (SaaS) tailored to the P&C insurance industry.
$6.01B
$9.12
-2.36%
ESNT Essent Group Ltd. 75%
EssentEDGE enables nuanced credit scoring and dynamic pricing, aligning with credit scoring software themes.
$6.00B
$59.20
-0.10%
S SentinelOne, Inc. 95%
Direct product: cybersecurity software platform delivering threat detection and autonomous defense.
$5.98B
$17.99
+3.81%
GOTU Gaotu Techedu Inc. 82%
Gaotu is embedding AI/ML across teaching models and operations (e.g., tri-teacher model, AI feedback, adaptive learning), indicating an AI/ML platform layer.
$5.97B
$23.48
-5.62%
REZI Resideo Technologies, Inc. 75%
Resideo references cloud infrastructure for connected devices, indicating a Cloud Infrastructure capability.
$5.96B
$40.14
-4.43%
ONTO Onto Innovation Inc. 65%
The company provides process-control analytics software as a product, fitting the vertical software category.
$5.93B
$121.34
-11.77%
RRR Red Rock Resorts, Inc. 75%
STN Sports represents a cloud-based vertical software platform for sports betting/wagering that RRR develops/provides.
$5.91B
$55.73
-2.98%
LOPE Grand Canyon Education, Inc. 85%
LOPE provides cloud-based, vertical software solutions tailored to education (SaaS for managing programs, enrollment, and administration).
$5.90B
$207.86
-0.09%
ARW Arrow Electronics, Inc. 90%
The ECS platform and AI-enabled go-to-market tooling position Arrow within 'AI/ML Platforms' as a software-enabled solution provider for AI workloads.
$5.89B
$113.50
-3.85%
FNB F.N.B. Corporation 80%
FNB's eStore/Common App digital platform represents a vertical software offering enabling multi-product applications.
$5.85B
$16.25
+0.68%
WH Wyndham Hotels & Resorts, Inc. 92%
Wyndham Connect and Wyndham Connect PLUS are cloud-based vertical software platforms for franchisee engagement and operations in hospitality.
$5.84B
$75.83
-2.08%
NXST Nexstar Media Group, Inc. 60%
Content licensing of network/news content to affiliates or third parties is a potential revenue stream highlighted by Nexstar’s content assets (e.g., CW, NewsNation, The Hill).
$5.80B
$192.53
-3.91%
FBIN Fortune Brands Innovations, Inc. 92%
FBIN’s digital Flow platform operates as a vertical software/SaaS offering with recurring revenue.
$5.80B
$48.20
-4.40%
AXTA Axalta Coating Systems Ltd. 75%
Nimbus represents Axalta's cloud-based software platform for data-driven insights, aligning with vertical SaaS offerings.
$5.77B
$26.39
-2.04%
WPPGF WPP plc 88%
WPP Open represents an AI/ML platform used across planning, production, media, and commerce.
$5.75B
$5.33
AMTM Amentum Holdings, Inc. 70%
Digital Solutions includes cybersecurity software offerings as part of its cybersecurity capabilities.
$5.69B
$23.39
-2.22%
GLBE Global-e Online Ltd. 92%
Core cross-border e-commerce enablement via specialized SaaS vertical software platform.
$5.68B
$33.88
-2.02%
VNT Vontier Corporation 85%
Driivz EV charging management SaaS and Invenco's connected software platforms represent a clear vertical software offering for mobility and convenience retail.
$5.68B
$38.38
-3.42%
RITM Rithm Capital Corp. 65%
Uses AI/ML platforms (Rezi AI) to drive operational efficiencies.
$5.65B
$10.65
-1.48%
IRTC iRhythm Technologies, Inc. 85%
Delivers cloud-based vertical software (SaaS) for healthcare analytics and workflows.
$5.63B
$176.20
-1.06%
KBR KBR, Inc. 85%
KBR emphasizes AI/ML capabilities and digital engineering platforms that enable its mission technology and sustainable technology solutions.
$5.61B
$43.25
-4.88%
BFAM Bright Horizons Family Solutions Inc. 90%
Bright Horizons leverages integrated vertical software platforms to manage enrollment, cross-selling, and employer-sponsored care delivery across its segments.
$5.59B
$97.58
+0.71%
LTH Life Time Group Holdings, Inc. 92%
Life Time's digital ecosystem relies on AI/ML capabilities and an AI companion (L.AI.C) to personalize health and wellness guidance.
$5.57B
$25.39
-1.40%
ITRI Itron, Inc. 85%
AI/ML Platforms reflects Itron's AI-enabled Grid Edge Intelligence software and analytics.
$5.57B
$122.20
-3.71%
CACC Credit Acceptance Corporation 75%
The firm uses a proprietary loan forecasting model for pricing and cash-flow forecasting, a software-based credit scoring/risk tool.
$5.55B
$478.70
-3.65%
FCN FTI Consulting, Inc. 80%
FCN leverages an AI/ML platform (IQ.AI) as a core tool to accelerate data analytics and enhance client deliverables.
$5.54B
$161.70
+0.43%
BILL Bill.com Holdings, Inc. 92%
Core cloud-based SMB financial operations platform (AP/AR, invoicing, payments) is a vertical software product.
$5.54B
$53.74
+0.96%
MTN Vail Resorts, Inc. 80%
Software as a Service / enterprise software platforms (My Epic app, Epic Pass digital tools) provided to guests and operations.
$5.53B
$148.77
-1.31%
MAT Mattel, Inc. 85%
Mattel has a significant digital/mobile gaming presence via Mattel163 and self-published titles.
$5.52B
$17.10
-5.84%
OPEN Opendoor Technologies Inc. 92%
The platform centers on proprietary AI/ML capabilities (pricing, risk, and operations), a core differentiator.
$5.52B
$7.57
-7.91%
ATGE Adtalem Global Education Inc. 85%
ATGE uses cloud-based software platforms to deliver online and distance-learning programs, aligning with SaaS - Vertical Software as an education-focused SaaS provider.
$5.52B
$154.45
+0.72%
CORZ Core Scientific, Inc. 92%
Core Scientific provides high-density HPC hosting and data-center infrastructure services, effectively operating as cloud infrastructure for AI workloads.
$5.52B
$18.52
+1.20%
GSAT Globalstar, Inc. 85%
RM200 2-way Commercial IoT module and related platforms/services for industrial IoT applications.
$5.49B
$43.39
-8.03%
ACIW ACI Worldwide, Inc. 95%
Cloud-native, vertical payments software platform Connetic is a core cloud-based software product specialized for payments processes.
$5.48B
$52.26
+1.14%
PI Impinj, Inc. 80%
Impinj delivers an enterprise RFID software platform and analytics as a software product.
$5.45B
$187.96
-8.46%
STNE StoneCo Ltd. 65%
The platform includes fraud risk analytics and risk management tools to support payments and lending.
$5.42B
$17.24
-3.69%
MIR Mirion Technologies, Inc. 92%
Vital Platform and other Mirion software platforms are cloud-based vertical software solutions for radiation safety, nuclear medicine data, and workflow management.
$5.36B
$23.12
-1.53%
RDNT RadNet, Inc. 80%
RadNet's DeepHealth OS and AI in radiology constitute AI/ML platforms used to automate interpretation and workflow.
$5.30B
$70.60
-3.30%
FROG JFrog Ltd. 92%
JFrog is positioning as an AI/ML platform with secure model registry and MLOps capabilities (Artifactory-based) for AI model management.
$5.27B
$46.01
-4.19%
TKC Turkcell Iletisim Hizmetleri A.S. 88%
Data Center & Cloud services expansion positions Turkcell as a cloud infrastructure provider.
$5.26B
$5.98
-1.16%
ZETA Zeta Global Holdings Corp. 92%
Zeta Global operates an AI-powered, omnichannel programmatic advertising platform that targets, measures, and optimizes ad campaigns across channels.
$5.20B
$21.79
-1.31%
MRP Millrose Properties, Inc. 92%
HOPPR is a software-as-a-service platform tailored to the real estate/land banking vertical, qualifying as SaaS - Vertical Software.
$5.18B
$31.23
-1.45%
CAR Avis Budget Group, Inc. 70%
Avis has digital fleet tools and the Demand Fleet Pricing System deployed across regions, representing a vertical SaaS software solution for fleet management.
$5.17B
$146.99
-0.02%
CWAN Clearwater Analytics Holdings, Inc. 95%
The product is enterprise-grade software delivered via a subscription model, matching SaaS - Enterprise Software.
$5.15B
$18.19
-2.20%
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