Companies exposed to Copilot
The AI stocks the model maps to Copilot — part of the applications layer, ranked by how strongly each name is exposed.
14 companies · ranked by exposure
An AI assistant that helps you write, code or work inside an app.
Full explainer: what Copilot is & who makes it →They drive a large share of aggregate inference demand. When Copilot tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to Copilot
- 1
AppleAAPLProducer55 - 2
SalesforceCRMServices55 - 3
SAPSAPServices55 - 4
Accenture plcACNServices50 - 5HAHarvey AIProducer50
- 6
JPMorgan Chase & Co.JPMIntegrator50 - 7
QualcommQCOMServices50 - 8
SnowflakeSNOWServices50 - 9
AdobeADBEServices45 - 10
Rockwell Automation, Inc.ROKIntegrator40 - 11
Siemens AGSIE.DEIntegrator35 - 12
ABBABBN.SWProducer30 - 13
Mastercard IncorporatedMAProducer30 - 14
Mercedes-Benz Group AGMBG.DEIntegrator30
Frequently asked
What are the top Copilot stocks?
By modeled exposure to Copilot: Apple, Salesforce, SAP, Accenture plc, Harvey AI, JPMorgan Chase & Co.. The full ranked list of 14 names is below.
Which companies make Copilot?
The names the model tags as producers or suppliers of Copilot: Apple, Harvey AI, ABB, Mastercard Incorporated.
What is Copilot?
An AI assistant that helps you write, code or work inside an app.
What happens if Copilot runs short?
Thin margins collapse if serving cost does not keep falling.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.