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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (2324)

%
Company Market Cap Price
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%
APG APi Group Corporation 92%
APi Group directly provides security system monitoring and maintenance services for life-safety and infrastructure systems (ISM).
$14.14B
$34.05
-3.07%
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 95%
Zebra manufactures barcode printers, label printers, scanners, and other peripheral printing hardware.
$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%
NIO NIO Inc. 75%
In-house chip design for smart driving (NX9031) indicates direct chip-design activity.
$13.79B
$6.71
-9.81%
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
ITT ITT Inc. 80%
Connect & Control Technologies includes harsh-environment connectors and cable assemblies, which are electronic components ITT directly designs/manufactures.
$13.45B
$170.91
-1.67%
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 92%
Direct Bitcoin mining operations.
$13.36B
$59.77
-11.95%
NDSN Nordson Corporation 92%
Nordson's Advanced Technology Solutions (ATS) includes critical semiconductor/electronics-focused dispensing, testing/inspection, and surface-treatment technologies, i.e., Semiconductor Equipment.
$13.24B
$234.32
+1.62%
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. 90%
Snap directly designs and produces camera/imaging capabilities via Spectacles hardware and AR camera features.
$13.00B
$7.78
-7.55%
FN Fabrinet 92%
Fabrinet provides PCB manufacturing and assembly as part of its high‑mix, precision optical/electro‑mechanical manufacturing services.
$12.97B
$361.94
-5.92%
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%
MGA Magna International Inc. 60%
Power & Vision includes imaging/sensing capabilities relevant to ADAS, i.e., Cameras & Imaging.
$12.51B
$43.54
-3.07%
SNX TD SYNNEX Corporation 80%
TD SYNNEX distributes networking hardware and data-center networking equipment as part of its core hardware offerings.
$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%
IEX IDEX Corporation 70%
Health & Science Technologies includes advanced optics and optical components produced by Micro-LAM, aligning with Cameras & Imaging.
$12.17B
$161.16
-2.83%
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%
Major hardware solution category for solar tracker systems the company designs and sells.
$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. 92%
EyeQ AI accelerators are semiconductor products that Mobileye designs/markets for automotive vision processing.
$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. 92%
Leonardo DRS directly designs and manufactures GPUs/AI chips (AI Processor) for onboard AI processing and real-time threat detection.
$11.50B
$43.23
-2.70%
BAX Baxter International Inc. 70%
Novum IQ infusion platform and Voalte Linq software reflect vertical software/SaaS offerings embedded in medical devices.
$11.26B
$21.95
-3.09%
CACI CACI International Inc 88%
CACI develops AI-driven analytics platforms and software, aligning with its differentiated technology offerings.
$11.22B
$510.35
-0.42%
HII Huntington Ingalls Industries, Inc. 60%
HII's Mission Technologies includes cyber/electronic warfare capabilities and cyber security software offerings.
$11.10B
$282.99
-1.10%
JKHY Jack Henry & Associates, Inc. 85%
The company delivers enterprise-scale core banking, payments, and platform software as a service, aligning with SaaS - Enterprise Software.
$11.03B
$151.54
+1.11%
DAY Dayforce Inc 95%
Dayforce is a cloud-native enterprise HR/payroll platform delivered as SaaS (core enterprise software).
$11.01B
$68.86
-0.01%
EXAS Exact Sciences Corporation 75%
ExactNexus is an enterprise software platform that supports ordering, data sharing, and care coordination in oncology diagnostics.
$11.01B
$58.34
-2.11%
ROIV Roivant Sciences Ltd. 85%
Roivant leverages internal AI/ML platforms (VantAI, Psivant, Covant) to accelerate drug discovery, i.e., AI/ML Platforms.
$10.90B
$16.04
-0.50%
POOL Pool Corporation 95%
POOL has a proprietary vertical SaaS ecosystem (POOL360) including B2B app, WaterTest, and Service tools.
$10.90B
$289.91
-2.32%
COKE Coca-Cola Consolidated, Inc. 85%
MyCoke is a cloud-based vertical software selling platform developed by COKE’s network, representing a direct software offering.
$10.85B
$124.48
+0.43%
AYI Acuity Brands, Inc. 78%
Atrius and Distech represent vertical software platforms for intelligent building management sold as software solutions.
$10.75B
$347.78
-3.81%
FDS FactSet Research Systems Inc. 92%
FactSet sells a hosted enterprise analytics platform delivered as software as a service to investment professionals.
$10.74B
$283.13
-0.66%
AKAM Akamai Technologies, Inc. 95%
Akamai deploys Cloud Infrastructure Services (CIS) and related cloud offerings, including Linode-based infrastructure.
$10.71B
$73.24
-3.25%
UHAL U-Haul Holding Company 85%
SaaS - Vertical Software powering reservations, truck sharing, and labor marketplace.
$10.65B
$54.32
-2.48%
LITE Lumentum Holdings Inc. 92%
Lumentum directly designs and manufactures optical transceiver hardware used in data center and telecom networks.
$10.60B
$152.75
-5.99%
PCOR Procore Technologies, Inc. 92%
Procore's core product is a cloud-based construction management platform sold as subscription software tailored to owners, general contractors, and subcontractors, i.e., a vertical SaaS offering.
$10.50B
$73.94
+1.99%
QGEN Qiagen N.V. 90%
Genoox integration expands AI-driven NGS interpretation (bioinformatics software).
$10.49B
$46.85
-1.10%
GME GameStop Corp. 78%
Digital Asset Management platform via Power Packs and PSA-authenticated graded cards; digital vault for collectibles.
$10.42B
$23.30
-3.24%
YPF YPF Sociedad Anónima 75%
Industrial IoT/connected-operations platform (Real-Time Intelligence Centers) for analytics and remote monitoring.
$10.39B
$26.42
-1.67%
SWKS Skyworks Solutions, Inc. 92%
Skyworks primarily designs and manufactures analog and power semiconductor devices for RF front-end, including BAW/SAW/TC-SAW filters and related RFICs.
$10.38B
$69.16
-6.54%
MMYT MakeMyTrip Limited 92%
MMYT's GenAI-powered platforms (Myra) and knowledge graph constitute an AI/ML platform offering.
$10.36B
$91.66
-3.28%
ARMK Aramark 90%
The company leverages AI-driven tools for supply chain optimization and operational efficiency (AI/ML platforms).
$10.31B
$39.33
-0.63%
WCC-PA WESCO International, Inc. 85%
Data center lifecycle hardware (servers, storage, networking, power, cooling) is a core product category it distributes/sells.
$10.19B
$208.77
-3.03%
WCC WESCO International, Inc. 85%
Sells data center equipment (servers, power, cooling) as part of its data center solutions.
$10.17B
$208.29
-6.29%
SEIC SEI Investments Company 92%
SEI provides enterprise software platforms (SWP, SEI Access, SEI Sphere) delivered as cloud-based services to wealth-management clients.
$10.11B
$81.22
-3.65%
CR Crane Company 92%
Provides cybersecurity software and digital protection capabilities for banknote security, brand protection, and digital content authentication.
$10.06B
$175.03
-2.64%
GNRC Generac Holdings Inc. 85%
Large megawatt diesel generators for data centers place Generac in data center equipment.
$10.05B
$170.08
-1.97%
OTEX Open Text Corporation 92%
OpenText's core offering is cloud-based enterprise software (information management) delivered as SaaS.
$10.00B
$38.60
-1.91%
FRHC Freedom Holding Corp. 75%
Vertical SaaS software focus for financial services via fintech platforms like Tradernet and Freedom SuperApp.
$10.00B
$163.32
-4.50%
SWK Stanley Black & Decker, Inc. 78%
DEWALT MSUITE is a cloud-based vertical construction software platform.
$9.97B
$64.43
-8.38%
TIMB Tim S.a. 75%
TIM S.A.'s expanding B2B IoT offerings (agribusiness, utilities, logistics) constitute a named IoT platform/solution business.
$9.94B
$20.54
-2.88%
HAS Hasbro, Inc. 85%
Licensing of intellectual property across products and media is a core Hasbro strategy.
$9.94B
$70.95
-5.39%
RVTY Revvity, Inc. 95%
AI-driven software platform (Signals Software) enabling analytics and automation in life sciences.
$9.91B
$84.06
+0.79%
CART Instacart (Maplebear Inc.) 90%
Enterprise Software/SaaS platform for retailers; enterprise platform.
$9.89B
$35.41
-6.62%
ACI Albertsons Companies, Inc. 90%
Albertsons Media Collective is an in-house programmatic advertising platform monetizing shopper data.
$9.86B
$17.12
-1.10%
VIPS Vipshop Holdings Limited 85%
Vipshop leverages AI-powered search and personalized recommendations to improve product discovery and conversions.
$9.78B
$19.05
-4.80%
ASX ASE Technology Holding Co., Ltd. 100%
Core business: Advanced Packaging & OSAT Services (LEAP) for semiconductor packaging and testing, as described in the article.
$9.78B
$11.08
-5.38%
IPG The Interpublic Group of Companies, Inc. 85%
IPG leverages AI/ML platforms (e.g., Interact, GenStudio AI) to power marketing analytics and automation.
$9.66B
$26.12
-2.21%
QXO QXO Inc 60%
SaaS - Vertical Software is leveraged for the digital platform and pricing/ordering tools.
$9.64B
$18.58
-6.59%
MTSI MACOM Technology Solutions Holdings, Inc. 92%
MACOM's core products include GaN/GaAs/InP MMICs and high-power analog semiconductors, forming its foundational analog/power semiconductor offering.
$9.63B
$124.60
-3.70%
RMBS Rambus Inc. 92%
Directly designs and markets memory chips for high-speed memory interfaces (e.g., DDR5 RCDs, MRDIMM/MRCD components, CKD).
$9.62B
$89.57
-7.33%
BZ Kanzhun Limited 92%
Kanzhun operates BOSS Zhipin, an online recruitment platform delivered as vertical SaaS for HR/recruitment use.
$9.58B
$21.68
-7.43%
W Wayfair Inc. 75%
Wayfair facilitates supplier advertising and programmatic ad placement on its platform, a form of advertising platform service.
$9.53B
$74.28
-6.27%
LSCC Lattice Semiconductor Corporation 92%
Lattice designs and sells programmable logic devices, i.e., FPGAs, and related IP, core to its business.
$9.53B
$69.27
-7.17%
MORN Morningstar, Inc. 90%
Morningstar offers platform-based software solutions (PitchBook, DealX, Lumonic) tailored to finance/private markets as part of a SaaS/vertical software model.
$9.52B
$225.34
-1.22%
PSO Pearson plc 85%
AI/ML Platforms capture Pearson's use of AI-enabled tools and learning solutions across products.
$9.49B
$13.94
-0.78%
WBS Webster Financial Corporation 75%
Ametros uses a proprietary CareGuard platform, reflecting vertical SaaS software offerings in healthcare financial services.
$9.38B
$55.75
-6.29%
AIT Applied Industrial Technologies, Inc. 60%
Industrial IoT Connected Worker Platform aligns with productized automation/visibility solutions offered to customers.
$9.37B
$246.04
-1.96%
DVA DaVita Inc. 60%
IKC IT systems and care-platform components imply a vertical software / software-as-a-service element.
$9.36B
$123.99
-2.28%
WTS Watts Water Technologies, Inc. 85%
Nexa is a vertical SaaS platform delivering intelligent water-management solutions on a subscription basis.
$9.29B
$278.41
+0.88%
DOX Amdocs Limited 92%
Amdocs provides telecom-specific cloud SaaS software (CES24, MarketONE, ConnectX) for monetization and customer engagement, a classic vertical software offering.
$9.29B
$80.77
-1.57%
PCTY Paylocity Holding Corporation 85%
Paylocity’s core offering is a cloud-based HR software platform focused on human capital management and payroll, a clear vertical SaaS category.
$9.28B
$165.46
-1.54%
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