Applied AI & Software
Where the enterprise AI budget gets spent
The application layer that captures the value of the AI build-out — enterprise software companies winning a growing share of the AI budget. (A standalone, value-capture angle on the same names in the AI flagship's Applications layer.) Curated structure; live delayed prices. Not investment advice.
Enterprise AI Software
Higher-multiple software compounders monetizing AI through agents, copilots, and data platforms — value depends on AI-budget share, not a physical bottleneck.
AI ops/decision platform (AIP) with rapid commercial + government growth — the marquee AI-software name.
AI-native cybersecurity platform; more durable/predictable growth than PLTR — the quality compounder.
Data platform positioned as the substrate for enterprise AI workloads; consumption model leverages AI usage.
Enterprise workflow platform embedding agentic AI; a large-cap, lower-beta AI-software compounder.
Curated structure · live delayed prices from public data · for reference only · not investment advice