Where the agents work.
Every meaningful agent action eventually writes through one of these systems of record. Each bucket holds three positions — a Leader, a Challenger, and a Dark Horse — at a 40 / 35 / 25 tilt.
- 01Bucket
Dev work
Issue trackers became the agent control plane for autonomous coding. Tickets are state machines; assignees, dependencies, and audit trails are the substrate.
TEAM · MNDY · ASAN
Drill in →Current value
$550.00
+0.00%
- 02Bucket
Source control
Code is the most durable record of system change; PRs are the canonical state machine. Whoever owns the source repo sits on every agent's commit history.
MSFT · GTLB · FROG
Drill in →Current value
$535.00
+0.00%
- 03Bucket
CRM
The original system of record. Accounts, opportunities, lifecycle stages — every agent revenue motion routes through one of these graphs.
CRM · HUBS · FRSH
Drill in →Current value
$550.00
+0.00%
- 04Bucket
ITSM & workflow
Incidents, change requests, approval chains. The fattest agent-readiness narrative in enterprise software.
NOW · PEGA · APPN
Drill in →Current value
$525.00
+0.00%
- 05Bucket
ERP
Cash, inventory, fixed assets, the GL. The hardest, most regulated records in the enterprise — and the most defensible.
SAP · ORCL · MANH
Drill in →Current value
$500.00
+0.00%
- 06Bucket
HRIS & payroll
People records, ownership, approvals, history. Compliance moat plus the most-touched record in any company.
WDAY · PAYC · ADP
Drill in →Current value
$475.00
+0.00%
- 07Bucket
SMB finance
AP, AR, books — durable, compliant, queryable. Every SMB agent will be writing through one of these spines.
INTU · BILL · PAYO
Drill in →Current value
$465.00
+0.00%
- 08Bucket
Identity & permissions
Permission state IS the agent control plane. Without it, no agent can take a real action.
OKTA · PANW · SAIL
Drill in →Current value
$480.00
+0.00%
- 09Bucket
Data SoR
Queryable history at scale. The substrate's substrate — every other SoR eventually replicates here.
SNOW · MDB · ESTC
Drill in →Current value
$470.00
+0.00%
- 10Bucket
Regulated & federal
Compliance + records + auditability. Where agent trust gets earned and the moat is regulatory by construction.
PLTR · VEEV · TYL
Drill in →Current value
$470.00
+0.00%