What are the top stocks in the Enterprise SaaS AI bubble?

QuantAbundancia maps 3 primary stocks to the Enterprise SaaS AI bubble: NOW, SNOW, CRM.

What ETFs carry the Enterprise SaaS AI thesis?

4 ETFs on QuantAbundancia carry the Enterprise SaaS AI thesis: IGV (primary), BOTZ, CHAT, WTAI.

How correlated are Enterprise SaaS AI stocks?

The Enterprise SaaS AI bubble's primary members co-move with a 252-day average correlation of 0.57 across 3 pairs - decent co-movement.

Enterprise SaaS AI

Workflow and data-platform SaaS monetizing AI - the legacy-software AI trade.

0.572avg corr (252d)

0.42 / 0.75min / max

3pairs

3primary stocks

4etfs

Decent co-movement

Stocks

$104.01
$270.02
$134fib+102%
$172.68
Adjacent (secondary)
$235.31
$364.65
$772.74

Frequently asked questions

What are the top stocks in the Enterprise SaaS AI bubble?: QuantAbundancia maps 3 primary stocks to the Enterprise SaaS AI bubble: NOW, SNOW, CRM.
What ETFs carry the Enterprise SaaS AI thesis?: 4 ETFs on QuantAbundancia carry the Enterprise SaaS AI thesis: IGV (primary), BOTZ, CHAT, WTAI.
How correlated are Enterprise SaaS AI stocks?: The Enterprise SaaS AI bubble's primary members co-move with a 252-day average correlation of 0.57 across 3 pairs - decent co-movement.

Correlation matrix (252d)

	CRM	NOW	SNOW
CRM	·	0.75	0.42
NOW	0.75	·	0.54
SNOW	0.42	0.54	·

Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.

ETF flows (30d)

30 days with data

-$3.42B

net flow · 30d

$13.5B

bubble AUM

+$406M

biggest inflow

-$3.37B

biggest outflow

Daily net ETF creations minus redemptions across primary ETFs in the bubble. Green = capital in, red = capital out. Computed nightly from issuer NAV + shares-outstanding data.

Enterprise SaaS AI

Stocks

Frequently asked questions

Correlation matrix (252d)

Research

Related bubbles· by shared members

ETFs carrying the thesis

Sub-clusters

ETF flows (30d)