---
title: "AI Software & Platforms stocks"
canonical: "https://supercyclehq.com/category/ai-software"
type: "category"
dataAsOf: "2026-11-06"
slug: "ai-software"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# AI Software & Platforms

Enterprise AI platforms, developer tools, and data infrastructure software.

## Layer stats

| Field | Value |
| --- | --- |
| Stocks tracked | 36 |
| Total market cap | $12.71T |
| AI-exposed market cap | $8.26T |
| Change 1d (cap-weighted) | -0.12% |
| Stocks in the 1d change | 36 |
| Change 7d (cap-weighted) | +2.67% |
| Stocks in the 7d change | 36 |

## Members

| Ticker | Name | AI Exposure | Market cap | Change 1d |
| --- | --- | --- | --- | --- |
| [MSFT](https://supercyclehq.com/stock/microsoft.md) | Microsoft | 75 (Core) | $3.94T | -0.99% |
| [GOOGL](https://supercyclehq.com/stock/alphabet.md) | Alphabet | 70 (Core) | $3.50T | +0.78% |
| [AMZN](https://supercyclehq.com/stock/amazon.md) | Amazon | 58 (Strategic) | $2.80T | -0.35% |
| [TCEHY](https://supercyclehq.com/stock/tencent-holdings.md) | Tencent Holdings | 40 (Growing) | $482.6B | -1.00% |
| [PLTR](https://supercyclehq.com/stock/palantir-technologies.md) | Palantir Technologies | 85 (Core) | $386.4B | +3.48% |
| [BABA](https://supercyclehq.com/stock/alibaba-group.md) | Alibaba Group | 52 (Strategic) | $272.3B | +1.28% |
| [SAP](https://supercyclehq.com/stock/sap.md) | SAP SE | 35 (Growing) | $269.4B | -4.14% |
| [IBM](https://supercyclehq.com/stock/ibm.md) | IBM | 45 (Growing) | $231.6B | -0.85% |
| [CRM](https://supercyclehq.com/stock/salesforce.md) | Salesforce | 45 (Growing) | $175.8B | -3.94% |
| [NOW](https://supercyclehq.com/stock/servicenow.md) | ServiceNow | 50 (Strategic) | $105.8B | -0.38% |
| [SNOW](https://supercyclehq.com/stock/snowflake.md) | Snowflake | 45 (Growing) | $97.3B | +2.35% |
| [CDNS](https://supercyclehq.com/stock/cadence-design-systems.md) | Cadence Design Systems | 60 (Strategic) | $87.8B | +2.73% |
| [SNPS](https://supercyclehq.com/stock/synopsys.md) | Synopsys | 60 (Strategic) | $86.3B | +2.31% |
| [RBLX](https://supercyclehq.com/stock/roblox.md) | Roblox | 12 (Peripheral) | $35.3B | +3.46% |
| [BIDU](https://supercyclehq.com/stock/baidu.md) | Baidu | 58 (Strategic) | $27.9B | +3.01% |
| [MDB](https://supercyclehq.com/stock/mongodb.md) | MongoDB | 35 (Growing) | $25.2B | +2.71% |
| [IOT](https://supercyclehq.com/stock/samsara.md) | Samsara | 18 (Peripheral) | $24.0B | -0.27% |
| [U](https://supercyclehq.com/stock/unity-software.md) | Unity Software | 15 (Peripheral) | $22.7B | +5.51% |
| [RDDT](https://supercyclehq.com/stock/reddit.md) | Reddit | 32 (Growing) | $18.4B | +1.38% |
| [NTNX](https://supercyclehq.com/stock/nutanix.md) | Nutanix | 25 (Peripheral) | $15.9B | -0.31% |
| [KSHTY](https://supercyclehq.com/stock/kuaishou-technology.md) | Kuaishou Technology | 40 (Growing) | $15.7B | -1.77% |
| [DT](https://supercyclehq.com/stock/dynatrace.md) | Dynatrace | 35 (Growing) | $12.5B | -0.59% |
| [FROG](https://supercyclehq.com/stock/jfrog.md) | JFrog | 28 (Peripheral) | $12.5B | +35.33% |
| [TTEK](https://supercyclehq.com/stock/tetra-tech.md) | Tetra Tech | 10 (Peripheral) | $10.3B | -0.67% |
| [ESTC](https://supercyclehq.com/stock/elastic.md) | Elastic NV | 40 (Growing) | $9.0B | +2.23% |
| [SNAP](https://supercyclehq.com/stock/snap-inc.md) | Snap Inc | 12 (Peripheral) | $8.5B | -2.55% |
| [GTLB](https://supercyclehq.com/stock/gitlab.md) | GitLab | 25 (Peripheral) | $8.0B | -1.84% |
| [PATH](https://supercyclehq.com/stock/uipath.md) | UiPath | 60 (Strategic) | $6.8B | -0.08% |
| [PEGA](https://supercyclehq.com/stock/pegasystems.md) | Pegasystems | 45 (Growing) | $5.3B | -3.49% |
| [SDGR](https://supercyclehq.com/stock/schrodinger.md) | Schrodinger | 75 (Core) | $2.2B | +3.65% |
| [AI](https://supercyclehq.com/stock/c3-ai.md) | C3.ai | 92 (Pure Play) | $1.9B | +2.72% |
| [SOUN](https://supercyclehq.com/stock/soundhound-ai.md) | SoundHound AI | 95 (Pure Play) | $1.8B | -3.52% |
| [BBAI](https://supercyclehq.com/stock/bigbear-ai.md) | BigBear.ai | 88 (Core) | $1.1B | 0.00% |
| [API](https://supercyclehq.com/stock/agora-inc.md) | Agora | 35 (Growing) | $355.1M | -0.71% |
| [AISP](https://supercyclehq.com/stock/airship-ai-holdings.md) | Airship AI Holdings | 82 (Core) | $61.6M | +2.87% |
| [VERI](https://supercyclehq.com/stock/veritone.md) | Veritone | 85 (Core) | $49.1M | +1.13% |

---

Source: https://supercyclehq.com/category/ai-software. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.