AI Disruption Risk Stocks
Incumbents whose seat-based software, labour-based services or content businesses are exposed to being replaced by AI -- the trade behind the Goldman, UBS and BofA AI-risk baskets and the February 2026 software sell-off. Not the AI vendors themselves.
As of Oct 30, 2026, AI Disruption Risk has 61 US-listed companies worth $1.3T combined. The median member moved -2.6% over the past week; GDDY led among the 25 largest at +3.9% and NOW trailed at -33.9%.
Companies in AI Disruption Risk
- CRM – Salesforce.com Inc, $190B
- ACN – Accenture plc, $151B
- NOW – ServiceNow Inc, $113B
- ADBE – Adobe Inc., $96.6B
- INTU – Intuit Inc, $87.7B
- RELX – Relx PLC ADR, $67.9B
- TEAM – Atlassian Corp Plc, $51.7B
- TRI – Thomson Reuters Corporation Common Shares, $50.4B
- INFY – Infosys Ltd ADR, $49.4B
- WDAY – Workday Inc, $49.3B
- ZM – Zoom Video Communications Inc, $29.3B
- CTSH – Cognizant Technology Solutions Corp Class A, $28.2B
- VRSK – Verisk Analytics Inc, $24.7B
- OMC – Omnicom Group Inc, $23.1B
- WIT – Wipro Limited ADR, $20.9B
- U – Unity Software Inc, $17.4B
- GIB – CGI Inc, $16.4B
- DOCU – DocuSign Inc, $15.6B
- IT – Gartner Inc, $13.8B
- GDDY – Godaddy Inc, $13.4B
- HUBS – HubSpot Inc, $12.7B
- PAYC – Paycom Software, Inc., $11.8B
- FDS – FactSet Research Systems Inc, $11.3B
- PCTY – Paylocity Holding Corporation, $9.2B
- MORN – Morningstar Inc, $8.1B
- RNG – Ringcentral Inc, $7B
- EPAM – EPAM Systems Inc, $6.9B
- DUOL – Duolingo Inc, $6.4B
- EXLS – ExlService Holdings Inc, $6.3B
- HRB – H&R Block Inc, $6.1B
- BOX – Box Inc, $5.9B
- WPP – WPP PLC ADR, $5.6B
- BRZE – Braze Inc, $5.2B
- RHI – Robert Half International Inc, $4.3B
- KFY – Korn Ferry, $4.2B
- FRSH – Freshworks Inc, $4B
- MNDY – Monday.Com Ltd, $4B
- WIX – Wix.Com Ltd, $3.3B
- FIVN – Five9 Inc, $2.8B
- ASAN – Asana Inc, $2.8B
- DXC – DXC Technology Co, $2.6B
- AMPL – Amplitude Inc, $2.2B
- MAN – ManpowerGroup Inc, $2.1B
- BL – Blackline Inc, $2B
- GLOB – Globant SA, $1.9B
- CNXC – Concentrix Corporation, $1.9B
- COUR – Coursera Inc, $1.3B
- CXM – Sprinklr Inc, $1.2B
- UPWK – Upwork Inc, $1.1B
- KFRC – Kforce Inc., $1B
- LZ – LegalZoom.com Inc, $959M
- TASK – Taskus Inc, $781M
- SPT – Sprout Social Inc, $759M
- GDYN – Grid Dynamics Holdings Inc, $710M
- DCBO – Docebo Inc, $605M
- IBEX – IBEX Ltd, $591M
- FVRR – Fiverr International Ltd, $290M
- SSTK – Shutterstock, $162M
- CHGG – Chegg Inc, $82M
- TTEC – TTEC Holdings Inc, $74.4M
- LPSN – LivePerson Inc, $38.2M