13FPulse

Data & AI Software

Emerging

As of 2026Q2 · Members: 26

Heat
-0.64
Historical Rank
27%
vs 3Y Avg
0.4×
Net change in funds
+340

8Q trend

Members (26)

Ticker Company Change this quarter
AI C3.AI INC-A -4
AISP AIRSHIP AI HOLDINGS INC -5
APP APPLOVIN CORP-CLASS A +33
BBAI BIGBEAR.AI HOLDINGS INC -4
BIDU BAIDU INC - SPON ADR -21
DDOG DATADOG INC - CLASS A +193
DT DYNATRACE INC +7
ESTC Elastic N.V. -10
FDS FACTSET RESEARCH SYSTEMS INC +30
IBM INTL BUSINESS MACHINES CORP +77
INOD INNODATA INC +55
MDB MONGODB INC +35
MSFT MICROSOFT CORP -108
NET CLOUDFLARE INC - CLASS A +65
PLTR PALANTIR TECHNOLOGIES INC-A -206
RAMP LIVERAMP HOLDINGS INC +25
SLP SIMULATIONS PLUS INC +6
SMWB Similarweb Ltd. -9
SNOW SNOWFLAKE INC +146
SOUN SOUNDHOUND AI INC-A -16
SRAD Sportradar Group AG -11
SST SYSTEM1 INC -2
TDC TERADATA CORP +44
TEM TEMPUS AI INC-CL A +53
VERI VERITONE INC -5
VRSK VERISK ANALYTICS INC -28

Theme members v1.0 (2026-07), quarterly maintenance

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.