US · Hot AI Themes
AI Software & Data Platforms
Enterprises need clean data, orchestration and monitoring before AI agents do useful work. Data platforms and observability are the picks-and-shovels of AI software.
Data→Models→Agents→Workflows
55
Tightness score ⓘ
#39 of 56
■ Stable
Lead time
Ongoing
Theme 1M
+3.7%% in uptrend
100%Metric to watch
AI-linked bookings, consumption growth, and agent deployments disclosed on calls.
What would prove us wrong
Weakens if consumption growth slows while model costs fall — value would be leaking to the model layer.
Dependencies
AI software theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| PLTR Palantir Technologies |
AI platform (AIP) for enterprise and defence | NASDAQ US |
$199.0 | +1.13% | +4.9% | +61.1% | +11.9% | −4.8% | 2026-11-02 | |
| SNOW Snowflake |
Data cloud feeding enterprise AI | NYSE US |
$334.1 | +2.65% | −0.6% | +23.6% | +52.3% | −9.4% | 2026-12-02 | |
| MDB MongoDB |
Operational database for AI apps | NASDAQ US |
$389.1 | +4.84% | −5.2% | +25.2% | −7.3% | −17.6% | 2026-12-01 | |
| DDOG Datadog |
Observability for AI workloads | NASDAQ US |
$281.5 | +4.40% | +5.0% | +12.2% | +107.0% | −4.0% | 2026-11-04 | |
| NOW ServiceNow |
Enterprise workflows and AI agents | NYSE US |
$155.3 | −2.27% | +14.5% | +40.4% | +1.4% | −17.9% | 2026-10-28 |
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