Anthropic’s plan to donate a slice of its future value to a public benefit fund has turned the spotlight onto who actually wins from AI and on what terms. That mix of huge potential and new governance questions is reshaping how investors think about large AI exposed stocks. This article unpacks the news and highlights three established companies from our AI Leaders & Enablers screener that appear especially sensitive to these shifts.
The stocks covered below are just a sample pulled from this AI Leaders & Enablers idea. The full screen surfaced 48 more large, AI-exposed companies with equally compelling narratives that are not discussed here. To keep going, head straight into the Artificial Intelligence Leaders & Enablers screener to identify potential candidates, analyze their fundamentals, and focus on the situations that best fit your conviction.
SoftwareOne Holding (SWX:SWON)
Overview: SoftwareOne Holding provides global software and cloud services, helping enterprises modernize applications, manage licensing, and integrate AI tools into everyday workflows.
Operations: The business generates most revenue in DACH at CHF 355 million and WEMEA at CHF 330 million, with sizable contributions from APAC and NORAM.
Market Cap: CHF2.0b
SoftwareOne Holding fits the AI Leaders & Enablers theme as the connective tissue between hyperscalers, models like Anthropic and OpenAI, and enterprises that need help turning all that into working, governed solutions.
"The integration with Crayon is expected to unlock substantial cost and revenue synergies, including CHF 80 to 100 million in run-rate cost savings and enhanced cross- and upsell opportunities through a combined marketplace and expanded global reach; these synergies support margin expansion and higher earnings visibility over the medium to long term."
The real swing factor is how one less visible shift in AI-driven customer buying behavior ultimately filters through to SoftwareOne Holding’s pricing power.
That pricing power question sits at the heart of how investors frame SoftwareOne Holding’s AI upside versus risk, which is laid out in the full narrative for SoftwareOne Holding and how shifting customer behavior could accelerate or stall it.
Unity Software (U)
Overview: Unity Software runs a global real-time 3D engine and AI-enabled tools platform that helps creators build, operate, and monetize interactive content.
Operations: Unity Software generates about $2.0b from Computer Graphics, with revenue spread across the United States, EMEA, Greater China, and the wider Asia-Pacific region.
Market Cap: US$17.8b
Unity Software fits this AI Leaders & Enablers screen because its engine and AI tools increasingly sit behind simulations, digital twins, and interactive experiences that Anthropic-style models aim to power.
"The ongoing mainstream adoption of real-time 3D and immersive content across industries (e.g., automotive, healthcare, architecture) continues to broaden Unity's addressable market. This positions the company to participate in secular trends in digital experiences across multiple segments."
The real question for investors is how one unresolved shift in creator monetization ultimately flows through Unity Software's margins and growth profile.
If that monetization shift is the real swing factor, go straight to the full narrative for Unity Software to see how Unity Software’s upside and risks could be decoupling.
Klaviyo (KVYO)
Overview: Klaviyo runs a cloud-based B2C CRM platform that unifies customer data with AI-driven marketing, messaging, and service tools for brands.
Operations: The firm generates about US$1.39b from internet software, with revenue concentrated in the United States at US$817 million and diversified internationally.
Market Cap: US$4.9b
Klaviyo fits the AI Leaders & Enablers theme as a pure play on first party data and AI driven personalization. The core question is how quickly brands turn experimental use of its agents into scaled, paid workflows.
"Although Klaviyo is seeing strong interest in AI driven marketing agents and has more than 50 AI models in production, many use cases are still early experiments."
What happens to Klaviyo’s earnings power if a single key assumption about how merchants adopt those agents proves too optimistic?
If that adoption curve is the real swing factor, read the full narrative for Klaviyo to see whether Klaviyo’s early agent traction is accelerating or quietly stalling.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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