13F

Data & AI Software

Emerging

As of 2026Q1 · Members: 26

Heat Z
-4.22
Hist. pctl
3%
× 3Y avg
-1.5×
Net Δ Holders
-1,318

8Q trend

Members (26)

Ticker Name Δ holders
AI C3.AI INC-A -26
AISP AIRSHIP AI HOLDINGS INC -2
APP APPLOVIN CORP-CLASS A -207
BBAI BIGBEAR.AI HOLDINGS INC -34
BIDU BAIDU INC - SPON ADR -28
DDOG DATADOG INC - CLASS A -4
DT DYNATRACE INC -87
ESTC Elastic N.V. -71
FDS FACTSET RESEARCH SYSTEMS INC -78
IBM INTL BUSINESS MACHINES CORP -222
INOD INNODATA INC -29
MDB MONGODB INC -100
MSFT MICROSOFT CORP -118
NET CLOUDFLARE INC - CLASS A +38
PLTR PALANTIR TECHNOLOGIES INC-A -56
RAMP LIVERAMP HOLDINGS INC -6
SLP SIMULATIONS PLUS INC -11
SMWB SIMILARWEB LTD. -20
SNOW SNOWFLAKE INC -118
SOUN SOUNDHOUND AI INC-A -20
SRAD Sportradar Group AG -34
SST SYSTEM1 INC 0
TDC TERADATA CORP +16
TEM TEMPUS AI INC-CL A -32
VERI VERITONE INC -4
VRSK VERISK ANALYTICS INC -65

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

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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.