Supply Chain Planning & Visibility
Supply chain planning and visibility software is being pulled toward agentic AI by incumbent ERP vendors, specialist execution and planning vendors, and data-platform and transport-software providers. The verified record shows cloud demand at Manhattan Associates holding up despite a Middle East conflict that is disrupting shipping. It also shows active AI product launches at SAP and Trimble. The main verified risks are vendor competition, geopolitical and sanctions exposure, customer-spending uncertainty, and dependence on third-party cloud infrastructure. The verified material contains no fundamentals or analyst estimates for pure-play planning vendors, so the case rests on product activity and filing disclosures.
Active institutional exposure flipped from a net outflow of $7.0 billion in Q1 2026 to a net inflow of $6.5 billion in Q2 2026. 62.5% of companies in this sub-theme saw increased active positions in Q2 2026.
Overview
Supply Chain Planning & Visibility covers software for demand planning, inventory optimisation, multi-enterprise visibility and control towers. Generic ERP without dedicated supply-chain tooling and physical freight operators are excluded. The sub-theme is populated by several kinds of vendor. ERP suites with supply chain modules, such as SAP and Oracle, compete directly with specialist supply chain vendors such as Manhattan Associates, which also contends with IBM's Sterling Commerce division in supply chain execution and planning software. Data and analytics platforms such as Palantir supply visibility and operational tooling to enterprises. Transportation software providers such as Trimble sell transport management capabilities. Carrier data platforms such as FedEx Dataworks underpin partnerships with workflow vendors like ServiceNow to deliver supply chain visibility and exception management. Specialist vendors typically run on hyperscaler infrastructure, with Manhattan's warehouse management platform hosted on Google Cloud and its logistics execution portfolio built on Microsoft's .NET platform. They also sell through partner ecosystems; Manhattan's Value Partner program includes Honeywell, Zebra, Accenture and Google Cloud. Buyers are mainly large retailers, wholesalers, manufacturers and logistics-intensive enterprises, and their data flows span multiple companies and jurisdictions.
Investment Thesis
Investment thesis details are part of the Pro plan.
Bottleneck Tracker
Bottleneck details are part of the Pro plan.