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 workflow49chain wt - 2
Scale AIvia Evaluation harness47chain wt - 3
Waymovia Robotics control46chain wt - 4
Perplexityvia Inference serving45chain wt - 5
Figure AIvia Robotics control45chain wt - 6
Unitree Roboticsvia Robotics control44chain wt - 7
Agility Roboticsvia Robotics control44chain wt - 8
Boston Dynamicsvia Robotics control42chain wt - 9
MetaMETAvia GPU41chain wt - 10
Recursion PharmaceuticalsRXRXvia GPU40chain wt - 11ILIsomorphic Labsvia GPU39chain wt
- 12
PalantirPLTRvia Enterprise knowledge assistant38chain wt - 13DDOGDatadog, Inc.DDOGvia Agent workflow36chain wt
- 14
Accenture plcACNvia Agent workflow35chain wt - 15
Infosys LimitedINFYvia Agent workflow35chain wt - 16SYMSymbotic Inc.SYMvia Robotics control35chain wt
- 17SAShield AI, Inc.via Robotics control35chain wt
- 18SASurge AIvia Pretraining34chain wt
- 19
SalesforceCRMvia Agent workflow33chain wt - 20
ByteDancevia Inference serving33chain wt - 21
Databricksvia Enterprise knowledge assistant33chain wt - 22
Anysphere (Cursor)via Developer tool33chain wt - 23WTWayve Technologies Ltd.via GPU33chain wt
- 24
Helsing GmbHvia Robotics control33chain wt - 25
Aurora Innovation, Inc.AURvia GPU31chain wt - 26
UBTech Robotics Corp Ltd9880.HKvia Robotics control31chain wt - 27
Pony AI Inc.PONYvia GPU31chain wt - 28INODInnodata Inc.INODvia Pretraining31chain wt
- 29
WeRide Inc.WRDvia GPU31chain wt - 30
Anduril Industries, Inc.via Robotics control31chain wt - 31XMXTX Markets Limitedvia GPU31chain wt
- 32
Uber Technologies, Inc.UBERvia Post-training & RLHF30chain wt - 33
Tempus AITEMvia Inference serving29chain wt - 34277810.KQRainbow Robotics Inc.277810.KQvia Robotics control29chain wt
- 35
Turingvia Pretraining29chain wt - 36
Mercorvia Pretraining29chain wt - 37
Hugging Facevia Developer tool29chain wt - 38AIApplied Intuition, Inc.via Evaluation harness29chain wt
- 39
Glean Technologiesvia Enterprise knowledge assistant28chain wt - 40
Nuro, Inc.via GPU28chain wt - 41
Zoox, Inc.via GPU28chain wt - 42
SAPSAPvia Copilot27chain wt - 43
SnowflakeSNOWvia Enterprise knowledge assistant26chain wt - 44
Tata Consultancy ServicesTCSvia Agent workflow26chain wt - 45
MongoDB, Inc.MDBvia Enterprise knowledge assistant26chain wt - 46
NAVER Corporation035420via Sovereign compute programs26chain wt - 47UPSTUpstart Holdings, Inc.UPSTvia Inference serving26chain wt
- 483696.HKInsilico Medicine3696.HKvia GPU26chain wt
- 49
Ocado Group plcOCDO.Lvia Robotics control26chain wt - 50SDGRSchrodinger, Inc.SDGRvia GPU26chain wt
- 51
Cognition AIvia Developer tool26chain wt - 52
ElevenLabsvia Multimodal models26chain wt - 53ISRGIntuitive Surgical, Inc.ISRGvia Robotics control24chain wt
- 54
AdobeADBEvia Multimodal models24chain wt - 55
XPeng Inc.XPEVvia GPU24chain wt - 56KTOSKratos Defense & Security Solutions, Inc.KTOSvia Robotics control24chain wt
- 57
AeroVironment, Inc.AVAVvia Robotics control24chain wt - 58
Midjourneyvia Multimodal models24chain wt - 59HAHarvey AIvia Copilot24chain wt
- 60
Roblox CorporationRBLXvia Inference serving23chain wt - 61
UiPath, Inc.PATHvia Autonomous workflow engine23chain wt - 62DADataikuvia Enterprise knowledge assistant23chain wt
- 63
Li Auto Inc.LIvia GPU22chain wt - 64APXAppen LimitedAPXvia Pretraining22chain wt
- 65
Pineconevia Agent stack22chain wt - 66
Cognex CorporationCGNXvia Robotics control21chain wt - 67
C3.ai, Inc.AIvia Enterprise knowledge assistant21chain wt - 68
NIO Inc.NIOvia GPU20chain wt - 69ABCLAbCellera Biologics Inc.ABCLvia GPU20chain wt
- 70
SoundHound AI, Inc.SOUNvia Multimodal models19chain wt - 71
TELUS Digitalvia Pretraining19chain wt - 72
Epic Games, Inc.via GPU18chain wt - 73
Netflix, Inc.NFLXvia Inference serving17chain wt - 74
Elastic N.V.ESTCvia Agent stack17chain wt - 75
Samsung SDS018260via Enterprise knowledge assistant16chain wt - 76
Booz Allen Hamilton Holding CorporationBAHvia Enterprise knowledge assistant16chain wt - 77FFord Motor CompanyFvia Robotics control15chain wt
- 78
Stripe, Inc.via Inference serving15chain wt - 79BBAIBigBear.ai HoldingsBBAIvia Enterprise knowledge assistant14chain wt
- 80
Bloomberg L.P.via Pretraining14chain wt - 81
Kakao Corp035720via Inference serving11chain wt - 82
Leidos Holdings, Inc.LDOSvia Enterprise knowledge assistant10chain wt - 83
Unity Software Inc.Uvia Multimodal models10chain wt
Frequently asked
What are the top ai application stocks?
By modeled exposure to the AI value chain: ServiceNow, Scale AI, Waymo, Perplexity, Figure AI, 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 49/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain - not investment advice.
as of 2026-08-23Medium confidence model v2.8