Software & the Agentic Factory

19 companies tracked across 4 subsectors.

3.1 Industrial AI & Autonomous Agents (The "New Brain")

AI

C3 AI

FJTSY

Fujitsu

PLTR

Palantir

CRM

Salesforce

SIEGY

Siemens/Nvidia

PATH

UiPath

3.2 Digital Twins & Simulation (The "Mirror World")

ALTR

Altair Engineering

ANSS

Ansys

ADSK

Autodesk

BSY

Bentley Systems

DASTY

Dassault Systèmes

3.3 Operations & Industrial SaaS (The "Workflow")

PTC

PTC

ROK

Rockwell Automation

SAP

SAP

IOT

Samsara

NOW

ServiceNow

3.4 Cyber-Physical & OT Security (The "Shield")

CRWD

CrowdStrike

DARK.L

Darktrace

PANW

Palo Alto Networks