AI application stocks, ranked by AI-chain exposure
The software and platform companies putting AI to work on top of the stack.
83 companies · ranked by chain-weight
- 1
ServiceNowNOWvia Agent workflow51chain wt - 2
Scale AIvia Evaluation harness49chain wt - 3
Waymovia Robotics control49chain wt - 4
Figure AIvia Robotics control48chain wt - 5
Perplexityvia Inference serving47chain wt - 6
Unitree Roboticsvia Robotics control47chain wt - 7
Agility Roboticsvia Robotics control47chain wt - 8
Boston Dynamicsvia Robotics control44chain wt - 9
MetaMETAvia GPU43chain wt - 10
Recursion PharmaceuticalsRXRXvia GPU41chain wt - 11
PalantirPLTRvia Enterprise knowledge assistant40chain wt - 12ILIsomorphic Labsvia GPU40chain wt
- 13DDOGDatadog, Inc.DDOGvia Agent workflow38chain wt
- 14SYMSymbotic Inc.SYMvia Robotics control38chain wt
- 15SAShield AI, Inc.via Robotics control38chain wt
- 16
Accenture plcACNvia Agent workflow37chain wt - 17
Infosys LimitedINFYvia Agent workflow37chain wt - 18
SalesforceCRMvia Agent workflow35chain wt - 19
ByteDancevia Inference serving35chain wt - 20SASurge AIvia Pretraining35chain wt
- 21
Anysphere (Cursor)via Developer tool35chain wt - 22
Helsing GmbHvia Robotics control35chain wt - 23
Databricksvia Enterprise knowledge assistant34chain wt - 24WTWayve Technologies Ltd.via GPU34chain wt
- 25
UBTech Robotics Corp Ltd9880.HKvia Robotics control33chain wt - 26INODInnodata Inc.INODvia Pretraining33chain wt
- 27
Anduril Industries, Inc.via Robotics control33chain wt - 28
Aurora Innovation, Inc.AURvia GPU32chain wt - 29
Pony AI Inc.PONYvia GPU32chain wt - 30
WeRide Inc.WRDvia GPU32chain wt - 31XMXTX Markets Limitedvia GPU32chain wt
- 32
Uber Technologies, Inc.UBERvia Post-training & RLHF31chain wt - 33277810.KQRainbow Robotics Inc.277810.KQvia Robotics control31chain wt
- 34
Tempus AITEMvia Inference serving30chain wt - 35
Turingvia Pretraining30chain wt - 36
Mercorvia Pretraining30chain wt - 37
Hugging Facevia Developer tool30chain wt - 38AIApplied Intuition, Inc.via Evaluation harness30chain wt
- 39
Nuro, Inc.via GPU30chain wt - 40
Zoox, Inc.via GPU30chain wt - 41
Glean Technologiesvia Enterprise knowledge assistant29chain wt - 42
SAPSAPvia Copilot28chain wt - 43
NAVER Corporation035420via Sovereign compute programs28chain wt - 443696.HKInsilico Medicine3696.HKvia GPU28chain wt
- 45
Ocado Group plcOCDO.Lvia Robotics control28chain wt - 46SDGRSchrodinger, Inc.SDGRvia GPU28chain wt
- 47
Cognition AIvia Developer tool28chain wt - 48
ElevenLabsvia Multimodal models28chain wt - 49
SnowflakeSNOWvia Enterprise knowledge assistant27chain wt - 50
Tata Consultancy ServicesTCSvia Agent workflow27chain wt - 51
MongoDB, Inc.MDBvia Enterprise knowledge assistant27chain wt - 52UPSTUpstart Holdings, Inc.UPSTvia Inference serving27chain wt
- 53KTOSKratos Defense & Security Solutions, Inc.KTOSvia Robotics control26chain wt
- 54
AeroVironment, Inc.AVAVvia Robotics control26chain wt - 55ISRGIntuitive Surgical, Inc.ISRGvia Robotics control25chain wt
- 56
AdobeADBEvia Multimodal models25chain wt - 57
XPeng Inc.XPEVvia GPU25chain wt - 58DADataikuvia Enterprise knowledge assistant25chain wt
- 59
Midjourneyvia Multimodal models25chain wt - 60HAHarvey AIvia Copilot25chain wt
- 61
Roblox CorporationRBLXvia Inference serving24chain wt - 62
UiPath, Inc.PATHvia Autonomous workflow engine24chain wt - 63
Li Auto Inc.LIvia GPU23chain wt - 64APXAppen LimitedAPXvia Pretraining23chain wt
- 65
Pineconevia Agent stack23chain wt - 66
Cognex CorporationCGNXvia Robotics control22chain wt - 67
C3.ai, Inc.AIvia Enterprise knowledge assistant22chain wt - 68
NIO Inc.NIOvia GPU21chain wt - 69ABCLAbCellera Biologics Inc.ABCLvia GPU21chain wt
- 70
SoundHound AI, Inc.SOUNvia Multimodal models20chain wt - 71
TELUS Digitalvia Pretraining20chain wt - 72
Epic Games, Inc.via GPU19chain wt - 73
Netflix, Inc.NFLXvia Inference serving18chain wt - 74
Elastic N.V.ESTCvia Agent stack18chain wt - 75
Samsung SDS018260via Enterprise knowledge assistant17chain wt - 76
Booz Allen Hamilton Holding CorporationBAHvia Enterprise knowledge assistant17chain wt - 77FFord Motor CompanyFvia Robotics control16chain wt
- 78
Stripe, Inc.via Inference serving16chain wt - 79BBAIBigBear.ai HoldingsBBAIvia Enterprise knowledge assistant15chain wt
- 80
Bloomberg L.P.via Pretraining15chain wt - 81
Kakao Corp035720via Inference serving12chain wt - 82
Leidos Holdings, Inc.LDOSvia Enterprise knowledge assistant11chain wt - 83
Unity Software Inc.Uvia Multimodal models11chain wt
Frequently asked
What are the top ai application stocks?
By modeled exposure to the AI value chain: ServiceNow, Scale AI, Waymo, Figure AI, Perplexity, Unitree Robotics. The full ranked list of 83 names is below.
How are ai application stocks ranked here?
By chain-weight — each company's exposure to the parts of the AI chain, scaled by how central those parts are and the quality of its role (producer, supplier, consumer). It's a structural read, not a price target.
Which applications company has the most AI-chain exposure?
ServiceNow, most strongly through Agent workflow, with a chain-weight of 51/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain — not investment advice.
as of 2026-07-17Medium confidence model v0.7.0