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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (2324)

%
Company Market Cap Price
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. 100%
Core business: large-scale Bitcoin mining operations.
$6.56B
$18.65
-10.16%
SANM Sanmina Corporation 92%
Sanmina designs and manufactures servers and storage systems as part of its end-to-end data center solutions (Viking Enterprise Solutions).
$6.56B
$122.71
-5.87%
CRUS Cirrus Logic, Inc. 92%
Cirrus Logic's core business is smartphone audio components and related content, including smart codecs and audio processing.
$6.53B
$124.27
-1.92%
OLED Universal Display Corporation 92%
Company directly enables OLED display production through proprietary materials and IP, aligning with the Displays & Screens category.
$6.53B
$137.40
-3.36%
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%
AEIS Advanced Energy Industries, Inc. 88%
AEIS provides specialized semiconductor processing power platforms and RF/networking-ready power solutions used in semiconductor equipment, aligning with Semiconductor Equipment.
$6.39B
$169.62
-6.21%
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%
GTES Gates Industrial Corporation plc 65%
Servers & Data Center Equipment covers Gates' involvement in data-center cooling components and related infrastructure.
$6.30B
$24.45
-3.47%
CIFR Cipher Mining Inc. 92%
Core business: large-scale Bitcoin mining operations with a significant pipeline and improving fleet efficiency.
$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%
LFUS Littelfuse, Inc. 92%
Littelfuse manufactures electronic components including fuses, diodes, sensors, and related protection devices.
$6.18B
$249.87
-4.19%
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 90%
Semtech's core business includes analog and power semiconductors (CopperEdge, other mixed-signal devices).
$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. 90%
Resideo markets security cameras and imaging devices (e.g., First Alert CX4) as part of its home safety and security product line.
$5.96B
$40.14
-4.43%
ONTO Onto Innovation Inc. 92%
Onto Innovation directly designs and sells semiconductor equipment used for metrology, inspection, and lithography (core platforms like Dragonfly and EchoScan).
$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%
Arrow Electronics directly purchases and distributes electronic components as a core business, making 'Electronic Components' a primary product category.
$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%
GNTX Gentex Corporation 85%
Cameras & Imaging - driver-monitoring cameras and sensing components.
$5.76B
$25.63
-2.47%
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%
ESE ESCO Technologies Inc. 65%
RF test and measurement products (e.g., RF filters, shielded rooms) are part of ESCO's Test segment.
$5.45B
$210.07
-0.42%
PI Impinj, Inc. 90%
Impinj directly designs and sells RFID endpoint ICs (Gen2X / M800), representing core semiconductor product offerings.
$5.45B
$187.96
-8.46%
TTMI TTM Technologies, Inc. 95%
Core product: TTMI is a major PCB manufacturing company, including advanced HDI PCBs.
$5.45B
$53.58
-5.95%
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%
CLSK CleanSpark, Inc. 92%
Directly engages in professional, large-scale Bitcoin mining operations (50 EH/s), the core business focus described in the article.
$5.42B
$19.28
-8.41%
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%
BRKR Bruker Corporation 85%
Bruker produces imaging instruments (cameras/imaging) including advanced X-ray and microscopy platforms.
$5.35B
$35.28
-2.54%
LPL LG Display Co., Ltd. 92%
LG Display's primary product category is displays (OLED/LCD); the article centers on an OLED pivot, directly tying to its core product line.
$5.32B
$5.32
-6.17%
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%
LEA Lear Corporation 70%
Lear's E-Systems include electronic components such as Zone Control Module and related electrical electronics.
$5.17B
$96.78
-2.85%
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%
ALKS Alkermes plc 92%
The company monetizes its technology via licensing and royalties (e.g., INVEGA SUSTENNA collaboration and VUMERITY royalties).
$5.15B
$31.21
-0.54%
WEX WEX Inc. 92%
WEX provides enterprise SaaS platforms for payments and benefits, a core software product line.
$5.15B
$150.25
-3.62%
VIRT Virtu Financial, Inc. 85%
Virtu delivers vertical financial software as a service via its VTS and execution platform, serving sell-side clients with multi-asset trading tech.
$5.12B
$33.21
-0.66%
CPA Copa Holdings, S.A. 70%
Copa has developed proprietary digital platforms (internet booking engine and mobile app) and in-house software for distribution and revenue management, aligning with vertical SaaS software offerings.
$5.12B
$121.69
-3.00%
BMI Badger Meter, Inc. 92%
BlueEdge/BEACON is a cloud‑hosted, vertical SaaS platform delivering analytics and dashboards for utilities.
$5.09B
$172.92
-0.75%
CHH Choice Hotels International, Inc. 95%
Choice Hotels develops and provides proprietary hotel franchise software and guest-facing digital platforms (e.g., Choice Advantage PMS and central reservations) delivered as cloud-based vertical SaaS for the hospitality industry.
$5.08B
$109.45
+0.11%
BLCO Bausch + Lomb Corporation 72%
Opal is a digital e-commerce marketplace for Vision Care products, reflecting a vertical SaaS platform for product distribution and sales.
$5.06B
$14.32
-1.45%
INGM Ingram Micro Holding Corporation 92%
Ingram Micro operates the AI-powered Xvantage platform, aligning with AI/ML Platforms as a core platform offering.
$5.05B
$21.00
+0.14%
STR Sitio Royalties Corp. 92%
Directly developed proprietary AI/ML asset-management platform used to process revenue data and recover missing payments, a core software offering.
$5.05B
$18.12
-0.82%
RSI Rush Street Interactive, Inc. 60%
Mobile-focused gaming experience as part of the platform.
$5.04B
$22.02
+1.24%
CAMT Camtek Ltd. 92%
Camtek designs, manufactures, and sells semiconductor inspection and metrology equipment (e.g., Eagle G5, Hawk, Eagle-i, Eagle-AP, MicroProf).
$4.99B
$110.05
-4.73%
MMS Maximus, Inc. 90%
Maximus offers cloud-based, technology-enabled contact center software (TXM) to government agencies.
$4.97B
$88.12
+0.24%
SNEX StoneX Group Inc. 85%
StoneX provides enterprise-grade software platforms (SaaS) for financial market participants and clients.
$4.87B
$99.49
+3.41%
RDN Radian Group Inc. 82%
AI/ML Platforms: data analytics, computer vision, and AI-driven underwriting tools (HomeGenius/RADAR).
$4.86B
$36.19
-0.22%
WOLF Wolfspeed, Inc. 95%
Wolfspeed directly designs and manufactures analog and power semiconductors (SiC power devices, GaN epitaxy on SiC, MOSFETs, diodes) used in high-voltage, high-efficiency applications.
$4.84B
$31.10
-9.09%
BTSG BrightSpring Health Services, Inc. Common Stock 70%
Investments in EMRs, ERPs, data analytics, and automation suggest the use or provision of vertical software solutions tailored to healthcare operations.
$4.81B
$28.18
+2.12%
ALGM Allegro MicroSystems, Inc. 92%
Allegro's core offerings are analog and power semiconductors (sensors, power ICs) used in automotive and industrial systems.
$4.79B
$25.92
-6.36%
BOX Box, Inc. 95%
Box integrates AI and AI-powered capabilities directly into its platform, constituting an AI/ML platform offering.
$4.78B
$33.03
-0.21%
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