AI applications & data software — AI stocks sub-theme
11 names · combined market cap $1.07T · sector P/E ~28.8× · part of the Santro AI 111-name universe
This group builds the applications and data tools that put AI to work — analytics, security, developer and vertical software, plus the data pipelines that feed models. Demand tracks enterprise AI adoption. Many names trade on growth and the promise of AI-driven expansion, so they can be sensitive to shifts in software spending and to how much value AI features actually add.
| Ticker | Company | Industry | 1D | Market cap |
|---|---|---|---|---|
| SAP | Sap SE ADR | Software - Application | +5.78% | $266B |
| CRM | Salesforce Inc | Software - Application | +4.56% | $212B |
| NOW | ServiceNow Inc | Software - Application | +6.89% | $146B |
| SNOW | Snowflake Inc | Software - Application | +1.00% | $114B |
| ADBE | Adobe Inc | Software - Application | +5.06% | $105B |
| INTU | Intuit Inc | Software - Application | +5.12% | $92B |
| DDOG | Datadog Inc | Software - Application | +4.35% | $82B |
| WDAY | Workday Inc | Software - Application | +4.59% | $49B |
| SOUN | SoundHound AI Inc | Software - Application | +3.35% | $2.9B |
| PUBM | PubMatic Inc | Software - Application | +0.61% | $0.7B |
| CRNC | Cerence Inc | Software - Application | -1.88% | $0.5B |
Other sub-themes: Cybersecurity · Powering AI · AI chips & compute · AI software & cloud infrastructure · Chip equipment & AI hardware · AI platforms, internet & adtech · Data-center power & energy · Applied AI: industrial, defense & vertical
See all names on the AI stocks bubble map, gauge froth with the AI bubble-risk index, or stress-test your exposure.
Market caps from the delayed feed (~15 min); membership follows the Santro AI universe. Education, not financial advice.