AI Revolution ›
AI Software & Agents
Foundation models, agentic AI platforms, enterprise AI applications.
Active institutional exposure flipped from a net outflow of $92.6 billion in Q1 2026 to a net inflow of $68.7 billion in Q2 2026. 59% of companies in this theme saw increased active positions in Q2 2026.
Ecosystem Map
Autonomous AI agents capable of multi-step reasoning and task execution.
34 companiesExplore
AI inference running locally on devices, vehicles and industrial equipment.
47 companiesExplore
AI integration tools and platforms for enterprise workflow automation.
73 companiesExplore
Large language and multimodal models as platforms for AI applications.
5 companiesExplore
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.