themes / ai-software-agents · horizon 2-5 years · 24 companies
★AI Software & Agents
Software that performs work autonomously, monetised on outcomes.
Trend vs pricing
Trend (reality)
71
company trend 65 · related-ETF flow 88 · growth 66
Market pricing
54
Expectations gap+17
Human needs
productivitytimemoney
Related ETFs
IGV
Constraint chain
Trend → Constraint → Required solution
Trend
LLM capability commoditises, distribution and data moats matterConstraint
Trust, integration into workflows, proprietary dataRequired solution
Platforms owning the system of record and the dataAttention
19
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 19App Store —GitHub —YouTube —
Rising queries
ai agentsai agents explainedai agents vs agentic aiai agents examplesai agents talking to each otherai agent builderai agent escapeai agent definitionai agents newsai agents coursechatgpt imageschatgpt app
Wikipedia · 5 articles
7d avg pageviews52433
vs 28d-23.5%
vs 1y-46.6%
z vs own history-1.67
ChatGPTClaude (language model)Large language modelAgentic AIVibe coding
Apps · GitHub · YouTube
ChatGPT#3
Claude#9
Gemini#12
Grok#34
Copilot#62
Perplexitynot in top-100
Characternot in top-100
GitHub repos132387
YouTube videos / day128.2
Measured over50 videos · 9.4 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · AI Agents in Higher Education - LightLeapAI Polaris
- · Claude Haiku 5.5 Changes the Economics of AI Agents
- · Build & Sell n8n Ai Agents (8+ Hours course ,no code )
- · Build your own AI plugin! 🤖 Unlock powerful AI agents. Comment “YouTube” for the full tutorial!
- · "The Model Ate the Code" 🤯 AI Agents Now Rewrite Their Own Harness #Shorts
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| PLTR | Palantir Technologies | 90% | 1 | 92 | 85 | +7 | 95 | 84 | 20 |
| APP | AppLovin | 70% | 1 | 88 | 17 | +71 | 86 | 86 | 69 |
| NOW | ServiceNow | 60% | 1 | 61 | 70 | -9 | 66 | 71 | 27 |
| SNOW | Snowflake | 60% | 1 | 64 | 80 | -16 | 77 | 37 | 32 |
| CRM | Salesforce | 50% | 1 | 57 | 49 | +8 | 61 | 66 | 75 |
| DDOG | Datadog | 50% | 1 | 68 | 81 | -13 | 77 | 55 | 27 |
| ACN | Accenture | 50% | 1 | 45 | 37 | +8 | 39 | 66 | 85 |
| MSFT | Microsoft | 40% | 1 | 57 | 66 | -9 | 54 | 67 | 51 |
| ADBE | Adobe | 40% | 1 | 61 | 23 | +38 | 52 | 89 | 92 |
| GOOG | Alphabet Inc. (Class C) | 40% | 1 | 66 | 65 | +1 | 67 | 61 | 38 |
| WDAY | Workday, Inc. | 40% | 1 | 66 | 50 | +16 | 63 | 77 | 65 |
| INTU | Intuit | 30% | 1 | 58 | 18 | +40 | 56 | 76 | 87 |
| GOOGL | Alphabet | 30% | 1 | 66 | 68 | -2 | 67 | 61 | 33 |
| META | Meta Platforms | 30% | 1 | 57 | 68 | -11 | 54 | 68 | 39 |
| IBM | IBM | 30% | 1 | 47 | 30 | +17 | 47 | 50 | 80 |
| ADSK | Autodesk | 30% | 2 | 70 | 39 | +31 | 67 | 86 | 73 |
| CTSH | Cognizant | 30% | 2 | 43 | 27 | +16 | 36 | 57 | 94 |
| PTC | PTC Inc. | 30% | 2 | 56 | 53 | +3 | 56 | 69 | 73 |
| ROP | Roper Technologies | 30% | 2 | 47 | 31 | +16 | 52 | 51 | 83 |
| APPF | Appfolio Inc | 20% | 2 | 63 | 56 | +7 | 56 | 82 | 51 |
| FICO | Fair Isaac Corp | 20% | 2 | 75 | 14 | +61 | 73 | 79 | 77 |
| GEHC | GE HealthCare | 20% | 2 | 38 | 37 | +1 | 39 | 35 | 74 |
| VEEV | Veeva Systems | 20% | 3 | 69 | 78 | -9 | 63 | 87 | 30 |
| IT | Gartner | 10% | 3 | 35 | 37 | -2 | 14 | 78 | 87 |