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DeepSeek Beneficiaries Watchlist

The technological breakthroughs of DeepSeek (low-cost, open-source AI models) could drive the scaling of AI applications, accelerating long-term demand growth in enterprise services, data infrastructure, cloud computing, and collaboration tools. This stock list covers the AI value chain from development to deployment (data → computing power → applications), and shows potential beneficiaries of DeepSeek's trend toward democratizing AI.

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Constituent Stocks
SymbolStock Name
PriceChg% ChgVolumeTurnoverOpenPre CloseHighLowMarket CapFloat CapSharesShs Float5D % Chg10D % Chg20D % Chg60D % Chg120D % Chg250D % Chg% Year-to-dateDiv YieldTTMTurnover RatioP/E (TTM)P/E (Static)AmplitudeIndustry
WatchlistPaper Trade
TSLATesla
284.95025.440+9.80%167.56M46.59B261.690259.510286.850259.630917.81B791.49B3.22B2.78B+18.06%+12.90%+4.33%-26.77%+10.64%+67.44%-29.44%--6.03%162.83139.6810.49%Auto Manufacturers
RDDTReddit
118.1005.850+5.21%8.70M1.02B115.030112.250120.560114.25621.36B10.03B180.90M84.91M+22.82%+15.77%+7.14%-41.53%+1.77%+178.21%-27.74%--10.25%LossLoss5.62%Internet Content & Information
PLTRPalantir
112.7805.000+4.64%103.93M11.41B108.050107.780112.880106.550264.51B244.22B2.35B2.17B+20.26%+27.31%+25.19%+41.40%+158.14%+419.48%+49.12%--4.80%593.58593.585.87%Software - Infrastructure
CFLTConfluent
24.1300.870+3.74%4.47M106.67M23.05023.26024.26022.8908.20B6.47B339.92M268.32M+14.09%+13.71%-5.63%-19.83%+4.59%-16.48%-13.70%--1.67%LossLoss5.89%Software - Infrastructure
APPApplovin
276.8308.950+3.34%5.77M1.58B272.300267.880278.880266.50594.11B61.97B339.96M223.84M+16.21%+4.93%+5.78%-24.43%+61.28%+299.99%-14.51%--2.58%61.1161.114.62%Software - Application
GTLBGitlab
47.1601.490+3.26%1.57M73.50M45.39045.67047.47045.2207.73B5.31B164.00M112.59M+9.93%+9.73%-6.02%-32.94%-13.56%-15.80%-16.31%--1.39%LossLoss4.93%Software - Infrastructure
FRSHFreshworks
14.0700.430+3.15%3.12M43.59M13.54013.64014.13013.4804.18B3.00B297.37M213.26M+11.67%+11.93%-7.19%-27.10%+18.53%-24.19%-12.99%--1.46%LossLoss4.77%Software - Application
MNDYmonday.com
274.0008.320+3.13%624.47K170.22M265.600265.680276.150264.00013.91B10.36B50.77M37.81M+11.26%+12.46%+7.17%+9.60%-8.74%+47.95%+16.38%--1.65%441.94441.944.57%Software - Application
METAMeta Platforms
547.27014.120+2.65%17.10M9.30B546.800533.150549.860536.2501.39T1.19T2.53B2.18B+9.13%+0.18%-9.18%-19.03%-7.37%+24.44%-6.45%0.37%0.78%22.9422.942.55%Internet Content & Information
CRWDCrowdStrike
424.88010.830+2.62%3.34M1.40B414.690414.050425.735412.600105.32B98.05B247.87M230.77M+13.11%+15.27%+15.91%+7.00%+38.19%+42.57%+24.18%--1.45%LossLoss3.17%Software - Infrastructure
AIC3.ai
22.5900.570+2.59%3.30M74.03M21.99022.02022.73021.7603.00B2.63B132.74M116.38M+16.74%+11.28%+0.27%-28.63%-12.95%+1.94%-34.39%--2.84%LossLoss4.41%Software - Infrastructure
ESTCElastic
84.2202.100+2.56%1.81M151.68M81.80082.12084.63081.3908.79B7.69B104.41M91.25M+8.15%+6.91%-11.40%-25.66%+4.00%-19.63%-15.00%--1.99%Loss142.753.95%Software - Application
HUBSHubSpot
615.49014.990+2.50%648.40K396.94M597.650600.500617.980597.65032.10B30.93B52.15M50.25M+14.05%+18.62%+3.72%-20.87%+9.69%-3.24%-11.67%--1.29%6838.786838.783.39%Software - Application
PATHUiPath
11.5900.270+2.39%10.86M125.62M11.25011.32011.67011.1926.39B5.05B551.49M436.13M+10.91%+9.03%+6.62%-19.51%-8.09%-40.29%-8.81%--2.49%LossLoss4.23%Software - Infrastructure
KVYOKlaviyo
29.5800.640+2.21%1.82M53.48M29.01028.94029.76028.7808.08B2.67B273.12M90.10M+15.32%+8.07%-10.01%-35.40%-23.41%+28.50%-28.27%--2.02%LossLoss3.39%Software - Infrastructure
DDOGDatadog
101.5201.920+1.93%3.03M304.89M99.11099.600101.67099.11035.06B31.77B345.33M312.98M+11.34%+8.95%-3.18%-30.33%-20.79%-18.95%-28.95%--0.97%195.23195.232.57%Software - Application
ADBEAdobe
367.7206.810+1.89%3.50M1.28B361.695360.910369.310359.990156.72B156.29B426.20M425.02M+5.42%+5.05%-7.18%-16.75%-24.44%-22.33%-17.31%--0.82%24.2929.752.58%Software - Application
RRRichtech Robotics
2.2400.040+1.82%5.90M13.12M2.2002.2002.3302.110256.49M138.77M114.50M61.95M+16.67%+25.14%+2.28%-12.84%+216.65%+80.65%-17.04%--9.53%LossLoss10.00%Specialty Industrial Machinery
DUOLDuolingo
381.8306.810+1.82%1.13M425.91M377.680375.020386.367362.90017.28B13.88B45.24M36.36M+16.95%+20.47%+14.68%+6.51%+27.29%+77.73%+17.77%--3.12%203.10203.106.26%Software - Application
NETCloudflare
121.0002.130+1.79%2.60M311.46M117.886118.870121.090117.83041.75B36.54B345.07M302.00M+12.14%+14.69%+2.05%-11.32%+34.67%+39.47%+12.37%--0.86%LossLoss2.74%Software - Infrastructure
PANWPalo Alto Networks
178.9802.940+1.67%3.54M630.45M176.490176.040179.500175.330118.50B117.23B662.10M654.99M+6.73%+6.36%+2.60%-3.47%-0.43%+23.95%-1.64%--0.54%101.1249.172.37%Software - Infrastructure
GDDYGoDaddy
183.4002.980+1.65%1.22M224.13M181.310180.420183.910179.54925.92B25.74B141.36M140.33M+6.76%+8.52%+0.34%-14.26%+13.49%+47.74%-7.08%--0.87%28.4328.432.42%Software - Infrastructure
TWLOTwilio
95.0701.540+1.65%2.29M217.06M93.42093.53095.80093.02514.51B13.70B152.63M144.07M+11.89%+10.89%-6.63%-34.93%+34.72%+58.42%-12.04%--1.59%LossLoss2.97%Software - Infrastructure
INODInnodata
38.0700.610+1.63%829.70K31.30M38.27037.46038.42036.8001.19B1.08B31.30M28.47M+15.22%+2.95%-4.42%+11.41%+77.65%+569.07%-3.67%--2.91%42.7842.784.33%Information Technology Services
SAPSAP SE
277.9504.400+1.61%1.85M513.82M276.400273.550279.450274.350324.39B285.64B1.17B1.03B+7.98%+7.53%+3.65%+0.40%+17.11%+52.06%+12.89%0.86%0.18%92.1092.101.86%Software - Application
TEAMAtlassian
228.6803.600+1.60%2.55M583.61M225.000225.080232.220225.00059.91B37.14B262.00M162.43M+12.79%+15.48%+2.71%-15.72%+20.08%+15.26%-6.04%--1.57%LossLoss3.21%Software - Application
INTUIntuit
624.1209.290+1.51%1.54M956.22M616.060614.830625.205612.975174.48B170.23B279.56M272.75M+6.62%+8.08%+1.61%+5.43%+0.83%+0.28%-0.36%0.62%0.57%58.3859.841.99%Software - Application
SOUNSoundHound AI
9.5200.140+1.49%26.55M253.90M9.3359.3809.9709.2903.80B3.36B398.96M352.69M+21.74%+16.10%+7.21%-31.95%+74.68%+128.85%-52.02%--7.53%LossLoss7.25%Software - Application
GOOGAlphabet-C
163.8502.380+1.47%35.15M5.80B167.100161.470168.240163.0001.99T1.79T12.16B10.94B+6.84%+5.46%-0.14%-16.81%-6.77%+4.23%-13.86%0.49%0.32%18.2920.383.25%Internet Content & Information
BIDUBaidu
90.7401.240+1.39%2.98M270.85M90.26089.50091.68089.60031.19B25.59B343.77M282.00M+9.87%+15.64%-7.80%+1.26%-1.60%-9.17%+7.63%--1.06%10.0310.032.32%Internet Content & Information

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