Neutral AI Hand-Holders
Conor G馃憖dwin@goodyy22
+0.7%
since Oct 15
The idea
I believe most non-tech companies cannot use AI on their own because their data is scattered across old systems, and someone neutral has to wire it together. So this basket owns three layers: IT services firms doing the hands-on integration work, cloud-agnostic data tools that hold the connected data, and industry software that already sits on core data in sectors like pharma, insurance or local government. I deliberately skip single-platform players pushing lock-in, since this bet is against that model.
What it owns
- Neutral builders 路 Accenture plcIt guides large enterprises through wiring AI into scattered legacy systems on their existing cloud platform without forcing a vendor switch., Cognizant Technology SolutionsIt performs hands-on integration work for large banks, insurers and healthcare companies that cannot build data connections in-house., EPAM SystemsIt embeds senior engineers with clients to build custom data systems and integration work that AI applications depend on., Infosys LimitedIt supplies large teams of engineers for the long, steady work of connecting legacy systems to new AI capabilities over extended projects., Globant S.A.It builds digital products and AI tools for non-tech companies across industries without tying them to a single vendor's ecosystem., Grid Dynamics HoldingsIt embeds engineering teams with mid-size companies to build AI and data connection systems they cannot develop independently.36%
- These companies already hold the key data for a specific industry, so AI in that sector has to flow through them. 路 Veeva SystemsIt holds the core sales and clinical trial data for most pharmaceutical companies, making it the foundation for AI applications in drug development., Samsara Inc.It collects data from trucks, equipment and factories, providing the physical-world information that logistics and industrial companies need before AI can help., Guidewire SoftwareIt runs the core policy, billing and claims systems for many insurers, so any AI application must plug into its data foundation., Tyler TechnologiesIt runs records systems for thousands of local governments, courts and schools that need support adding AI to their existing data infrastructure., Procore TechnologiesIt holds project data for construction companies including plans, budgets and schedules, which is the scattered information AI needs to analyze in that industry.30%
- Once data is connected it needs a home, and these tools run on any cloud so customers avoid getting locked into one vendor. 路 Snowflake Inc.It provides a cloud-neutral home for connected data after integration, letting companies avoid locking their data warehouse into one vendor., MongoDB Inc.It is a database that runs on any cloud and serves as a foundation for developers building AI applications on top of enterprise data., Datadog Inc.It monitors the health of every system a company runs across all clouds, giving visibility to each new AI tool plugged into the infrastructure., Elastic N.V.It lets companies search across data scattered in many systems, serving as a key layer for AI to find and use enterprise information.26%
- Cash8%