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AI Disruption Watch · 12 stocks

The AI Disruption Watch list tracks 12 stocks with a combined market capitalization of $202.9 billion. The largest is Accenture (ACN) at $162.2 billion. Updated

Overview

Performance (1d)
+1.83%
Advancers
7
Decliners
5
Holdings
12
Total market cap
$202.9B
Largest holding
ACN · 80.0%
Top 10 weight
100.0%
Sectors
3
Top sector
Industrials · 84%
Best today
UPWK +21.05%
Worst today
CHGG -3.44%

Sector weights

Industrials 84.4%
Technology 15.5%
Other 0.0%

AI Disruption Watch weight heatmap

Tile size is market cap; color is the latest daily change, grouped by sector and industry — a visual heatmap of AI Disruption Watch.

Technical signals in AI Disruption Watch

Chart conditions currently in force among AI Disruption Watch stocks — each opens the screener filtered to AI Disruption Watch + that signal.

MACD Bullish AI Disruption Watch Stocks

AI Disruption Watch stocks with a bullish MACD (the MACD line above its signal line). A live technical scan, refreshed daily — informational, not advice.

MACD-bullish screener →

Uptrend AI Disruption Watch Stocks

AI Disruption Watch stocks stacked in an uptrend, with price above the 20-, 50- and 200-day averages. A live technical scan, refreshed daily — informational, not advice.

Uptrend screener →

Above the 200-Day Average AI Disruption Watch Stocks

AI Disruption Watch stocks trading above their 200-day moving average. A live technical scan, refreshed daily — informational, not advice.

Above-200-day screener →

Constituents

Filters1
1–12 of 12
ACNAccentureIndustrialsServices-Business Services, Nec$162.2B19.39263.32+1.93%Bullish251K
CTSHCognizantTechnologyServices-Computer Programming Services$29.1B11.3165.09-0.04%Bullish294K
RHIRobert HalfIndustrialsServices-Help Supply Services$4.6B37.6444.77+2.39%Strongly Bullish123K
MANManpowerGroupIndustrialsServices-Help Supply Services$2.2B18.4047.60+2.85%Bullish34K
CNXCConcentrixIndustrialsServices-Business Services, Nec$1.9B-0.7930.85+2.29%Strongly Bullish44K
UPWKUpworkTechnologyServices-Computer Processing & Data Preparation$1.4B13.3811.10+21.05%Bullish544K
COURCourseraTechnologyServices-Prepackaged Software$1.0B-7.343.79+9.08%Bearish1.0M
FVRRFiverrIndustrialsServices-Business Services, Nec$312M14.888.65+3.35%Bearish144K
TTECTTEC HoldingsIndustrialsServices-Help Supply Services$77M-0.371.56-1.89%Bullish11K
CHGGCheggOtherServices-Educational Services$75M-1.420.68-3.44%Bearish25K
INFYInfosysTechnologyServices-Computer Programming Services——12.53-0.20%Bullish1.5M
WITWiproTechnologyServices-Computer Programming Services——2.15-0.23%Bullish508K

Frequently asked questions

What is the AI Disruption Watch list?

The AI Disruption Watch list tracks companies in sectors whose revenue model AI substitution contests — outsourcing and IT services, staffing, content licensing and education. It is the inverse of the AI supply-chain lists: the thesis for each company is debated, and inclusion means exposure to the question, not a prediction.

How many stocks are in the AI Disruption Watch list?

The AI Disruption Watch list currently includes 12 stocks, as of 2026-11-03. It is refreshed every trading day.

What is the largest stock in the AI Disruption Watch list?

Accenture (ACN), with a market cap of $162.2 billion.

Can I screen AI Disruption Watch by valuation or technicals?

Yes — the AI Disruption Watch screener starts from this list's members with the full set of valuation, financial and technical filters.

Cite this data: “AI Disruption Watch — constituents, market caps & computed weights”, tradmap.com, data as of 2026-11-03 — tradmap.com/lists/ai-disruption-stocks. Free to cite with attribution and a link. Download CSV

Source: SEC EDGAR (shares) · Databento EQUS.MINI (EOD prices) · weights computed by tradmap. Not affiliated with any index provider. Informational only — not financial advice.