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Platforms, data, applications

The companies selling AI-driven software to businesses: data platforms that feed models, applications that embed them, and the tools that monitor them in production. Exposure here is usually a share of revenue, not the whole business.

Company	Ticker	AI connection
Palantir Technologies Software Data and AI platform (AIP) for governments and enterprises.	PLTR	Data and AI platform (AIP) for governments and enterprises.
ServiceNow Software Workflow platform adding AI agents across IT, HR and customer service.	NOW	Workflow platform adding AI agents across IT, HR and customer service.
Salesforce Software CRM software with Agentforce AI agents.	CRM	CRM software with Agentforce AI agents.
Snowflake Software Cloud data platform that feeds enterprise AI models.	SNOW	Cloud data platform that feeds enterprise AI models.
Datadog Software Monitoring and observability, including for AI and LLM applications.	DDOG	Monitoring and observability, including for AI and LLM applications.
Microsoft Hyperscalers Software Chips Primary: Hyperscalers & Cloud Azure AI infrastructure, the OpenAI partnership, and Copilot across its software.	MSFT	Azure AI infrastructure, the OpenAI partnership, and Copilot across its software.
Alphabet Hyperscalers Chips Software Primary: Hyperscalers & Cloud Gemini models, Google Cloud AI services, and in-house TPU accelerators.	GOOGL	Gemini models, Google Cloud AI services, and in-house TPU accelerators.
Oracle Hyperscalers Software Primary: Hyperscalers & Cloud Oracle Cloud Infrastructure rents large GPU clusters to AI labs.	ORCL	Oracle Cloud Infrastructure rents large GPU clusters to AI labs.
Cisco Systems Networking Software Primary: Networking Networking, security and observability (Splunk) for AI data centers.	CSCO	Networking, security and observability (Splunk) for AI data centers.

Companies whose primary category is elsewhere but that also belong here are listed with their primary tag.

Quotes

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Latest 10-K, 10-Q and 8-K filings in Software

Source: SEC EDGAR

CRM8-KCurrent report · items 7.01,9.012026-09-17document folder
SNOW10-QQuarterly report2026-09-04document folder
CRM8-KCurrent report · items 5.022026-09-04document folder
SNOW8-KEarnings release · items 2.02,9.012026-09-02document folder
CRM10-QQuarterly report2026-08-27document folder
CRM8-KEarnings release · items 2.02,9.012026-08-26document folder
DDOG8-KEarnings release · items 2.02,9.012026-08-06document folder
DDOG10-QQuarterly report2026-08-06document folder
CRM8-KCurrent report · items 5.022026-08-05document folder
PLTR10-QQuarterly report2026-08-04document folder
PLTR8-KEarnings release · items 2.02,7.01,9.012026-08-03document folder
NOW10-QQuarterly report2026-07-23document folder
NOW8-KEarnings release · items 2.02,9.012026-07-22document folder
SNOW8-KCurrent report · items 5.022026-07-16document folder
SNOW8-KCurrent report · items 5.072026-06-30document folder