AI's Next Winners? Investor Bets on Snowflake, CrowdStrike and Palantir

Investors looking for artificial intelligence winners beyond chips are increasingly turning to software and cybersecurity. Snowflake Inc. (SNOW), CrowdStrike Holdings Inc. (CRWD) and Palantir Technologies Inc. (PLTR) could benefit as AI adoption accelerates, according to Silvant Capital Management.

Michael Sansoterra, chief investment officer at Silvant Capital Management, said Thursday that the three companies are finding valuable positions in the AI ecosystem. They are also meeting or beating investor expectations while benefiting from rising demand. Silvant owns CrowdStrike, Snowflake and Palantir through its Virtus Silvant Large Cap Growth strategy.

Sansoterra highlighted Snowflake as an example of a company that has successfully ...