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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (2324)

%
Company Market Cap Price
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. 95%
Synopsys directly designs and sells chip-design tools and silicon IP (EDA/IP) used for semiconductor design.
$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%
EMR Emerson Electric Co. 90%
SaaS - Enterprise Software reflects software offerings (AspenTech integration) sold as subscription/enterprise solutions.
$74.20B
$131.92
-0.72%
NET Cloudflare, Inc. 95%
Cloudflare provides a global cloud infrastructure and edge network delivering compute, networking, and services.
$74.11B
$213.82
-3.74%
ABNB Airbnb, Inc. 70%
The platform is delivered as software as a service to hosts/guests, fitting the SaaS - Vertical Software category focused on hospitality/real estate tech.
$74.04B
$118.19
-1.75%
MRVL Marvell Technology, Inc. 95%
Marvell is ramping custom AI silicon accelerators (XPUs) and AI chips for data-center workloads.
$73.81B
$85.61
-7.92%
TDG TransDigm Group Incorporated 85%
Post-acquisition portfolio includes electronic components (e.g., CPI Electron Device Business), aligning with electronic components manufacturing.
$71.78B
$1277.99
+0.38%
ITW Illinois Tool Works Inc. 60%
Electronic Components aligns with Test & Measurement and Electronics activities ITW engages in.
$71.76B
$244.93
-1.60%
NU Nu Holdings Ltd. 80%
Nu uses credit scoring software to underpin lending decisions and underwriting.
$71.71B
$14.92
-2.86%
MAR Marriott International, Inc. 66%
Digital/tech transformation centers on a SaaS platform for reservations, property management, and the Marriott Bonvoy loyalty program.
$71.27B
$260.20
-2.30%
GLW Corning Incorporated 92%
Corning's Gorilla Glass and related display glass products are the core Display segment offerings.
$71.07B
$82.98
-5.05%
UPS United Parcel Service, Inc. 70%
UPS's vertical SaaS offering like AI-powered Global Checkout qualifies as enterprise/vertical software.
$70.89B
$83.72
+1.18%
CVNA Carvana Co. 60%
Carvana utilizes proprietary credit scoring software and loan structuring algorithms to underpin financing decisions.
$70.50B
$329.24
-8.54%
RSG Republic Services, Inc. 80%
RISE and EMPower are proprietary, industry-specific software platforms (vertical SaaS) that optimize operations.
$70.36B
$225.16
+1.49%
JCI Johnson Controls International plc 80%
OpenBlue is a cloud-based, vertical software platform tailored to building solutions.
$69.46B
$105.55
-2.65%
INFY Infosys Limited 92%
Infosys' Topaz AI platform and deployment of AI agents constitute a direct AI/ML platforms offering.
$68.82B
$16.58
-2.47%
AZO AutoZone, Inc. 90%
AutoZone uses ALLDATA and other software platforms for diagnostics, shop management, and commercial customer service.
$68.17B
$4075.31
+2.22%
TRI Thomson Reuters Corporation 92%
TRI directly develops and sells agentic AI platforms and AI-enabled legal/tax research tools (e.g., CoCounsel Legal, CoCounsel for Tax, Deep Research).
$68.10B
$151.42
+0.60%
FI Fiserv, Inc. 85%
DNA, Finxact and issuing platforms represent enterprise SaaS software for core banking and fintech operations.
$67.99B
$122.63
-2.64%
PYPL PayPal Holdings, Inc. 80%
PayPal Complete Payments and related merchant solutions are delivered as cloud-based enterprise software (SaaS).
$67.92B
$69.84
-8.24%
ADSK Autodesk, Inc. 95%
Autodesk sells subscription-based, cloud-enabled enterprise software across AECO, Manufacturing, and Media/Entertainment workflows.
$66.64B
$311.41
-1.14%
VRT Vertiv Holdings Co 95%
Vertiv designs, manufactures and sells data center infrastructure equipment including power, cooling, and integrated rack systems.
$64.41B
$169.01
-5.28%
FTNT Fortinet, Inc. 95%
Fortinet's core offering is cybersecurity software/services, including threat protection and security subscriptions.
$64.36B
$84.08
-0.30%
CRWV CoreWeave, Inc. Class A Common Stock 93%
CoreWeave provides an AI-focused cloud platform and model-training infrastructure, i.e., an AI/ML platform.
$64.24B
$133.85
-2.55%
TEL TE Connectivity Ltd. 95%
TE Connectivity designs and manufactures electronic components, including connectors and sensors, used across automotive, aerospace, data centers, and industrial applications.
$63.63B
$214.57
-4.17%
WDAY Workday, Inc. 95%
Workday Illuminate and AI agents constitute an AI/ML Platforms capability, central to the product roadmap and monetization.
$63.61B
$239.17
+0.39%
PWR Quanta Services, Inc. 50%
3D site mapping and surveying technology is cited as part of planning and monitoring solar/renewable installations.
$61.89B
$417.61
-3.50%
URI United Rentals, Inc. 85%
URI has an Industrial IoT connected worker platform and telematics tools (Total Control, ProBox OnDemand) used to manage and optimize equipment usage.
$61.75B
$950.03
-3.65%
HLT Hilton Worldwide Holdings Inc. 65%
Develops and maintains hospitality-focused cloud/software platforms (e.g., loyalty and bookings platform) used to operate and market properties.
$61.69B
$259.53
-0.51%
STOHF Equinor ASA 65%
AI/ML platforms and digital tooling used for project planning and optimization.
$59.75B
$23.21
-1.37%
CCZ Comcast Holdings Corp. 65%
Enterprise cybersecurity and advanced services are highlighted as part of Comcast Business offerings.
$58.82B
$62.54
CMI Cummins Inc. 70%
Centum Series generator sets and related power equipment targeted at data centers qualify under data center equipment.
$58.43B
$418.32
-1.38%
TME Tencent Music Entertainment Group 84%
AI-powered search and recommendation drives content discovery and engagement on the platform.
$58.31B
$22.43
-3.65%
DLR-PK Digital Realty Trust, Inc. 80%
DLR delivers cloud infrastructure capacity via its global data center platform and interconnection services.
$57.96B
$174.69
+2.06%
SPG Simon Property Group, Inc. 80%
ShopSimon omnichannel platform represents a vertical software product tailored for retail/real estate use.
$57.22B
$175.30
-2.40%
DLR Digital Realty Trust, Inc. 85%
DLR provides cloud infrastructure capabilities through PlatformDIGITAL and interconnection services that enable customers' cloud and AI workloads.
$56.75B
$168.49
-3.84%
CPNG Coupang, Inc. 60%
Coupang's ecosystem includes advertising capabilities (programmatic ad opportunities) within its platform.
$56.70B
$31.23
-3.79%
AXON Axon Enterprise, Inc. 95%
Axon directly manufactures and sells body cameras and wearable imaging devices (e.g., Axon Body 4).
$54.73B
$703.03
-4.11%
ROP Roper Technologies, Inc. 95%
Roper's core revenue comes from vertically focused SaaS software platforms across multiple niches (Deltek, CentralReach, Subsplash, etc.).
$54.73B
$509.00
-2.25%
LHX L3Harris Technologies, Inc. 85%
Strategic partnerships (e.g., Palantir) and AI/autonomy initiatives place L3Harris in AI/ML platforms and data-enabled defense solutions.
$54.65B
$292.34
-2.15%
ALL The Allstate Corporation 92%
Allstate's Arity mobility intelligence platform and data analytics capabilities enable AI/ML-driven risk assessment and pricing.
$54.47B
$205.67
-1.72%
ALL-PI The Allstate Corporation 85%
Arity telematics and data analytics platform as a technology product used for pricing/risk assessment.
$54.47B
$205.67
-1.72%
MET MetLife, Inc. 80%
Upwise and Accelerator are proprietary software platforms delivering vertical SaaS solutions for group benefits and embedded insurance.
$53.55B
$79.77
-3.23%
BDX Becton, Dickinson and Company 60%
BD is developing AI-enabled platforms and analytics for care optimization and device data informatics.
$53.47B
$186.56
-1.50%
GM General Motors Company 65%
GM leverages AI/ML platforms for vehicle software, autonomy, and data analytics.
$53.22B
$55.35
-1.58%
FDX FedEx Corporation 75%
FedEx Dataworks uses AI/ML platforms to optimize the network and improve efficiency.
$52.99B
$224.63
-5.82%
FAST Fastenal Company 65%
FMI (Fastenal Managed Inventory) and embedded digital platforms align with an Industrial IoT connected worker/platform offering.
$52.52B
$45.78
-2.72%
NXPI NXP Semiconductors N.V. 95%
NXP's core offerings include analog and power semiconductors used in automotive and industrial systems.
$51.88B
$205.37
-7.10%
PSA Public Storage 70%
Provides a cloud-based SaaS platform for leasing and tenant interactions (digital leasing platform).
$51.65B
$294.42
-0.20%
PSA-PQ Public Storage 75%
Digital leasing and account-management platforms (eRental, PS app) reflect a vertical SaaS offering tailored to real estate/self-storage.
$51.65B
$294.42
-0.20%
NDAQ Nasdaq, Inc. 92%
Nasdaq is investing in cloud-based platforms and hosted deployments (AWS partnership) for its solutions.
$51.04B
$88.90
-2.74%
EA Electronic Arts Inc. 85%
EA maintains and monetizes mobile gaming titles as a major revenue stream.
$50.16B
$200.02
-0.01%
IDXX IDEXX Laboratories, Inc. 85%
IDEXX provides cloud-based software and data platforms (PIMS, Vello) for veterinary practices, a primary service offering.
$49.55B
$616.15
-2.00%
FLUT Flutter Entertainment plc 70%
Flutter emphasizes proprietary software platforms and in-house technology for pricing, risk management, and product experiences (Flutter Edge) that are offered as a software platform to its betting brands.
$49.30B
$279.02
+0.36%
BECEF BCE Inc. 88%
Bell AI Fabric, developed with Cohere, represents an enterprise AI platform for sovereign AI solutions.
$49.29B
$13.66
JDCMF JD.com, Inc. 80%
AI-powered search and product recommendations are core customer-facing features of JD.com's e-commerce platform.
$49.12B
$17.47
PCAR PACCAR Inc 60%
PACCAR's connected vehicle services imply a cloud-based software/service offering around fleet data and telematics.
$48.82B
$93.00
-2.63%
VEEV Veeva Systems Inc. 92%
Veeva's core offering is life sciences vertical cloud software built on the Vault platform, delivered as subscription SaaS.
$48.77B
$298.47
-1.25%
STX Seagate Technology Holdings plc 92%
Seagate's core product line is storage hardware, including hard disk drives (HDDs), solid-state drives (SSDs), and storage subsystems.
$48.67B
$228.13
-0.54%
CARR Carrier Global Corporation 90%
Abound and Lynx are cloud-based software platforms tailored to building energy/climate management (vertical software).
$48.58B
$56.66
-3.23%
CTA-PA EIDP, Inc. 90%
Corteva's Granular Insights is a proprietary SaaS platform for farmers to optimize yield and profitability, representing a direct software product.
$48.38B
$27.97
+0.25%
ZS Zscaler, Inc. 95%
Zscaler provides cybersecurity software via its cloud-native Zero Trust Exchange platform that protects users, devices, apps, and workloads.
$48.25B
$309.88
-1.76%
TRPCF Trip.com Group Limited 95%
Trip.com Group's AI/ML platforms power its personalized planning tools (Trip.Planner/TripGenie) and internal efficiency enhancements.
$47.79B
$70.98
GRMN Garmin Ltd. 75%
Garmin's chartplotters and display-centric devices imply substantial emphasis on displays and screens.
$47.76B
$248.03
-3.88%
ARGX argenx SE 85%
AI/ML Platforms tag due to collaboration on AI-driven discovery to expand capabilities beyond antibodies.
$47.65B
$796.92
-0.76%
DDOG Datadog, Inc. 95%
Datadog's core offering is a unified observability platform spanning logs, metrics, traces, and AI-enabled analytics.
$47.16B
$136.67
+0.07%
AMP Ameriprise Financial, Inc. 70%
AMP develops and delivers enterprise software/SaaS platforms (e.g., PracticeTech, UMA) for financial advisors and clients.
$47.07B
$494.13
+0.12%
JD JD.com, Inc. 80%
JD employs AI-powered search and recommendation to enhance product discovery and user engagement on its platform.
$46.17B
$31.85
-5.98%
ARES Ares Management Corporation 65%
SaaS - Vertical Software reflecting tech-enabled platforms (Aspida/AWMS) supporting insurance/wealth management operations.
$46.01B
$140.88
-4.68%
XYZ Block, Inc. 80%
SaaS - Vertical Software: Block provides merchant-focused software solutions (Square ecosystem) across payments, software, and financial services.
$45.92B
$74.67
-7.43%
TCOM Trip.com Group Limited 90%
AI/ML platforms power Trip.Planner, TripGenie, and Intelli-Trip, indicating the company provides AI/ML platforms.
$45.74B
$70.08
-4.08%
FERG Ferguson plc 70%
SaaS - Vertical Software applies to Ferguson's digital tools for ordering, estimation, and BIM design support.
$45.64B
$231.47
-1.58%
GWW W.W. Grainger, Inc. 65%
Grainger provides software platforms (e.g., KeepStock, PIM/KIM data assets) that enable inventory management and procurement, i.e., SaaS - Vertical Software.
$45.52B
$947.56
-2.98%
F-PD Ford Motor Company 6.500% Notes 75%
Ford Pro includes high‑margin software subscriptions and services, a direct enterprise software/solutions revenue line.
$45.37B
$11.41
-1.21%
F Ford Motor Company 75%
Ford Pro Intelligence and OTA software platforms constitute enterprise software offerings.
$45.37B
$11.41
-1.21%
PAYX Paychex, Inc. 95%
Offers cloud-based payroll, HR, benefits and ASO/PEO software as a service for SMBs and upmarket clients.
$45.23B
$125.55
-0.21%
KR The Kroger Co. 65%
Programmatic Advertising Platform applies to Kroger's retail media and advertising ecosystem (Kroger Precision Marketing).
$44.81B
$67.78
+0.10%
TEAM Atlassian Corporation 95%
Core cloud-based enterprise software suite (Jira, Confluence, JSM) delivered as a SaaS offering, central to Atlassian's revenue.
$44.79B
$165.68
-2.27%
TTWO Take-Two Interactive Software, Inc. 85%
TTWO's substantial and growing mobile gaming portfolio (Toon Blast, Match Factory!, Color Block Jam, Zynga titles) constitutes a distinct major product category.
$44.71B
$251.97
-1.61%
BKR Baker Hughes Company 75%
Cordant and related platforms use AI/ML to optimize operations and emissions, fitting AI/ML platform category.
$44.62B
$45.04
-5.13%
HEI-A HEICO Corporation 85%
HEICO's ETG produces high-reliability electronic components and avionics-related hardware for defense, space, medical, and industrial applications.
$44.62B
$249.85
-3.16%
BAIDF Baidu, Inc. 95%
Baidu's ERNIE foundation models and AI/ML platforms underpin its AI-driven products and services.
$44.49B
$15.75
+8.62%
MPWR Monolithic Power Systems, Inc. 96%
Core offerings are analog and power semiconductors used for high-efficiency power conversion.
$43.78B
$907.21
-0.77%
SLB Schlumberger Limited 90%
SLB’s Delfi and Lumi platforms represent AI/ML-driven software platforms sold to customers for production planning, optimization, and data analytics.
$43.14B
$31.72
-3.92%
CPRT Copart, Inc. 85%
VB3 is a proprietary software platform powering the auctions, aligning with a vertical SaaS software category.
$42.43B
$43.88
-0.76%
BIDU Baidu, Inc. 95%
Baidu directly provides AI/ML platform capabilities, including ERNIE models, Qianfan MaaS, and developer tooling.
$42.36B
$121.69
-5.65%
WBD Warner Bros. Discovery, Inc. 75%
Licensing of IP/content to third parties (content licensing).
$42.31B
$17.10
-3.50%
CTVA Corteva, Inc. 78%
Granular is a cloud-based vertical software platform delivering digital farming and decision-support to growers.
$42.18B
$61.83
-1.39%
AME AMETEK, Inc. 95%
AMETEK produces high-speed cameras and imaging systems (e.g., Vision Research Phantom) as part of its imaging and metrology portfolio.
$41.39B
$179.28
-2.59%
EBAY eBay Inc. 85%
EBAY is investing in AI/ML platforms and proprietary models to power its marketplace capabilities.
$40.82B
$88.55
-1.57%
UI Ubiquiti Inc. 92%
UI directly manufactures high-performance networking hardware (UniFi, airMAX, UFiber) for enterprise and service-provider networks.
$40.79B
$674.35
+2.51%
FICO Fair Isaac Corporation 85%
FICO Platform is an AI-enabled analytics decisioning platform delivered as a cloud SaaS solution across industries.
$40.53B
$1665.21
-3.01%
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