Agent Economy

AI agents don't augment back offices, they replace them. Platform sellers win. Companies using them see margins explode. $7.8B market growing to $52.6B by 2030.

Agent Economy is an investment theme on Rallies that groups related public companies and tracks theme performance versus SPY. Tracked stocks include NOW, CRM, PATH, PLTR, MSFT, BILL, DOCS, WK.

Tracked stocks