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LEANAIEqual-Weight (1/N) General Index#1–#50 Company Leaderboard (0–100 Lean Score)

The Lean AI vs. Bloated Tech Index

Evaluating 50 liquid US Tech & SaaS companies with a transparent 0–100 Lean Score across 4 core accounting pillars. The Lean AI Index (Top 20%) and Bloated Tech Index (Bottom 20%) are pure Equal-Weight (1/N = 10.0% per stock) portfolios benchmarked directly against QQQ.

Lean AI Index Level (Base 100)
161.23+0.36% (24h)
Lean AI Index (2Y Equal-Weight)
+61.23%Top 10 (10.0% each)

Equal-weighted return of the Top 20% highest-scoring AI operators

Bloated Tech Index (2Y Equal-Weight)
+49.14%Bottom 10 (10.0% each)

Equal-weighted return of the Bottom 20% lowest-scoring tech firms

Nasdaq-100 Benchmark (QQQ)
+44.53%+16.7% Lean Alpha

Outperforms QQQ by +16.70% over 2Y

Lean vs. Bloated Spread (2Y)
+12.09%vs. IGV +20.50%

Equal-weight performance spread between Top 20% and Bottom 20%

Equal-Weight Performance: Lean AI (Top 20%) vs. Bloated Tech (Bottom 20%) vs. QQQ

Every company inside the Lean AI Index (10 stocks) and Bloated Tech Index (10 stocks) carries an identical 1/N = 10.0% weight (no volatility weighting).

Lean AI Index (Top 20% Equal-Weight): +61.23%
Bloated Tech Index (Bottom 20% Equal-Weight): +49.14%
QQQ (Nasdaq-100): +44.53%
IGV (Software ETF): +20.50%
LIVE 0–100 AI EFFICIENCY LEADERBOARD

Company Scoring Leaderboard (#1 to #50)

Every company is rated from 0 to 100 using the weighted average of 4 core sub-scores: 0.35 × Rev/Employee + 0.25 × Margin + 0.20 × SG&A Cut + 0.20 × R&D Push.

Score Tiers:> 75 Neon Green (LEAN AI INDEX — Top 20%)40–75 Yellow/Gray (WATCHLIST — Middle 60%)< 40 Crimson Red (BLOATED INDEX — Bottom 20%)
#1
PLTRAI-Native
Palantir Technologies Inc.
90.0
/ 100 pts
95/100$1.40M/emp
+42.1% ΔRev/Emp
99/10047.1% OpM
+21.3% YoY Δ
99/100-8.8% SG&A
38.3% SG&A/Rev
60/10013.2% R&D
+3.1% YoY Push
LEAN AI INDEX10.0% Equal Weight
+351.68%
#3
DUOLAI-Native
Duolingo, Inc.
88.9
/ 100 pts
94/100$1.27M/emp
+35.6% ΔRev/Emp
94/10011.7% OpM
+12.7% YoY Δ
88/100-4.4% SG&A
29.6% SG&A/Rev
76/10032.2% R&D
+5.5% YoY Push
LEAN AI INDEX10.0% Equal Weight
-49.17%
#2
METABig Tech
Meta Platforms, Inc.
87.9
/ 100 pts
99/100$3.62M/emp
+73.3% ΔRev/Emp
71/10035.4% OpM
+8.7% YoY Δ
79/100-4.0% SG&A
12.0% SG&A/Rev
99/10063.2% R&D
+18.0% YoY Push
LEAN AI INDEX10.0% Equal Weight
+13.92%
#6
GOOGLBig Tech
Alphabet Inc.
82.6
/ 100 pts
99/100$2.24M/emp
+40.6% ΔRev/Emp
60/10034.0% OpM
+5.4% YoY Δ
67/100-1.9% SG&A
12.5% SG&A/Rev
99/10037.9% R&D
+17.3% YoY Push
LEAN AI INDEX10.0% Equal Weight
+98.17%
#4
GTLBSaaS
GitLab Inc.
82.1
/ 100 pts
72/100$409K/emp
+15.1% ΔRev/Emp
99/100-11.5% OpM
+17.9% YoY Δ
99/100-9.3% SG&A
66.0% SG&A/Rev
62/10029.9% R&D
+2.2% YoY Push
LEAN AI INDEX10.0% Equal Weight
+1.15%
#5
SPOTAI-Native
Spotify Technology S.A.
81.8
/ 100 pts
99/100$2.69M/emp
+50.4% ΔRev/Emp
88/10013.5% OpM
+11.0% YoY Δ
83/100-3.6% SG&A
11.1% SG&A/Rev
43/1008.5% R&D
-2.8% YoY Push
LEAN AI INDEX10.0% Equal Weight
+55.02%
#7
IOTAI-Native
Samsara Inc.
81.5
/ 100 pts
71/100$451K/emp
+15.7% ΔRev/Emp
99/1001.0% OpM
+15.8% YoY Δ
97/100-6.3% SG&A
58.7% SG&A/Rev
62/10023.1% R&D
+2.9% YoY Push
LEAN AI INDEX10.0% Equal Weight
-6.94%
#9
SHOPAI-Native
Shopify Inc.
78.3
/ 100 pts
97/100$1.75M/emp
+37.4% ΔRev/Emp
86/10017.6% OpM
+10.4% YoY Δ
71/100-2.3% SG&A
18.5% SG&A/Rev
44/10013.5% R&D
-2.8% YoY Push
LEAN AI INDEX10.0% Equal Weight
+111.33%
#8
MSFTBig Tech
Microsoft Corporation
77.9
/ 100 pts
84/100$1.49M/emp
+26.6% ΔRev/Emp
57/10045.1% OpM
+5.2% YoY Δ
72/100-2.5% SG&A
10.4% SG&A/Rev
99/10045.7% R&D
+19.6% YoY Push
LEAN AI INDEX10.0% Equal Weight
+25.44%
#10
ABNBAI-Native
Airbnb, Inc.
76.5
/ 100 pts
86/100$1.60M/emp
+27.6% ΔRev/Emp
62/10021.0% OpM
+5.7% YoY Δ
85/100-4.1% SG&A
32.1% SG&A/Rev
70/10019.4% R&D
+4.1% YoY Push
LEAN AI INDEX10.0% Equal Weight
+29.57%
#11
MNDYSaaS
monday.com Ltd.
73.5
/ 100 pts
68/100$433K/emp
+13.9% ΔRev/Emp
51/1005.5% OpM
+4.3% YoY Δ
91/100-5.3% SG&A
63.3% SG&A/Rev
95/10028.0% R&D
+13.9% YoY Push
WATCHLIST-64.16%
#12
SQAI-Native
Block, Inc.
72.4
/ 100 pts
97/100$2.45M/emp
+40.1% ΔRev/Emp
66/1007.0% OpM
+6.6% YoY Δ
58/100-1.0% SG&A
17.6% SG&A/Rev
52/10012.7% R&D
-0.1% YoY Push
WATCHLIST+5.39%
#13
TWLOSaaS
Twilio Inc.
71.2
/ 100 pts
70/100$1.01M/emp
+15.7% ΔRev/Emp
77/1007.8% OpM
+9.0% YoY Δ
87/100-4.5% SG&A
24.4% SG&A/Rev
50/10021.3% R&D
-0.2% YoY Push
WATCHLIST+267.48%
#14
DASHAI-Native
DoorDash, Inc.
70.1
/ 100 pts
64/100$506K/emp
+11.6% ΔRev/Emp
73/1003.9% OpM
+8.1% YoY Δ
71/100-2.5% SG&A
29.7% SG&A/Rev
77/10014.8% R&D
+6.2% YoY Push
WATCHLIST+17.10%
#16
ZSSaaS
Zscaler, Inc.
68.0
/ 100 pts
60/100$385K/emp
+10.2% ΔRev/Emp
42/100-1.0% OpM
+2.8% YoY Δ
92/100-5.5% SG&A
53.0% SG&A/Rev
90/10037.4% R&D
+12.2% YoY Push
WATCHLIST+38.72%
#15
ORCLBig Tech
Oracle Corporation
67.0
/ 100 pts
51/100$509K/emp
+5.7% ΔRev/Emp
55/10035.6% OpM
+5.0% YoY Δ
78/100-3.3% SG&A
14.8% SG&A/Rev
99/10065.0% R&D
+20.0% YoY Push
WATCHLIST-25.96%
#17
UBERAI-Native
Uber Technologies, Inc.
66.9
/ 100 pts
83/100$1.51M/emp
+27.8% ΔRev/Emp
56/10013.3% OpM
+5.3% YoY Δ
68/100-2.3% SG&A
15.7% SG&A/Rev
52/1007.2% R&D
+0.4% YoY Push
WATCHLIST-14.90%
#18
MDBSaaS
MongoDB, Inc.
65.8
/ 100 pts
58/100$481K/emp
+9.8% ΔRev/Emp
61/1003.7% OpM
+5.9% YoY Δ
85/100-4.5% SG&A
48.2% SG&A/Rev
66/10029.3% R&D
+3.8% YoY Push
WATCHLIST+40.82%
#19
NETAI-Native
Cloudflare, Inc.
64.7
/ 100 pts
63/100$487K/emp
+13.0% ΔRev/Emp
48/100-7.6% OpM
+4.1% YoY Δ
71/100-2.6% SG&A
60.4% SG&A/Rev
82/10039.4% R&D
+9.5% YoY Push
WATCHLIST+263.66%
#20
SNOWSaaS
Snowflake Inc.
63.6
/ 100 pts
66/100$579K/emp
+13.6% ΔRev/Emp
64/100-17.0% OpM
+6.5% YoY Δ
54/100-0.8% SG&A
55.8% SG&A/Rev
69/10044.3% R&D
+4.2% YoY Push
WATCHLIST+183.18%
#21
DBXSaaS
Dropbox, Inc.
62.4
/ 100 pts
64/100$1.20M/emp
+13.5% ΔRev/Emp
80/10026.1% OpM
+10.2% YoY Δ
65/100-2.1% SG&A
23.8% SG&A/Rev
35/10029.9% R&D
-3.5% YoY Push
WATCHLIST+46.68%
#22
NOWSaaS
ServiceNow, Inc.
61.4
/ 100 pts
55/100$505K/emp
+9.4% ΔRev/Emp
60/1004.1% OpM
+5.9% YoY Δ
71/100-2.6% SG&A
41.5% SG&A/Rev
64/10029.1% R&D
+3.5% YoY Push
WATCHLIST-16.91%
#23
DELLBig Tech
Dell Technologies Inc.
60.3
/ 100 pts
81/100$1.56M/emp
+27.3% ΔRev/Emp
26/10012.0% OpM
-0.6% YoY Δ
77/100-3.5% SG&A
9.8% SG&A/Rev
49/1005.1% R&D
-0.1% YoY Push
WATCHLIST+289.52%
#24
INTUSaaS
Intuit Inc.
59.2
/ 100 pts
71/100$1.15M/emp
+17.6% ΔRev/Emp
59/10017.6% OpM
+5.8% YoY Δ
46/100-0.1% SG&A
33.4% SG&A/Rev
52/10016.8% R&D
+0.8% YoY Push
WATCHLIST-41.96%
#26
DDOGAI-Native
Datadog, Inc.
57.0
/ 100 pts
60/100$490K/emp
+11.1% ΔRev/Emp
33/1000.7% OpM
+1.3% YoY Δ
59/100-1.6% SG&A
36.1% SG&A/Rev
79/10049.1% R&D
+8.2% YoY Push
WATCHLIST+117.65%
#25
OKTASaaS
Okta, Inc.
56.1
/ 100 pts
44/100$483K/emp
+3.9% ΔRev/Emp
99/10013.3% OpM
+19.0% YoY Δ
51/100-0.6% SG&A
50.2% SG&A/Rev
29/10022.6% R&D
-5.2% YoY Push
WATCHLIST+195.29%
#27
CFLTSaaS
Confluent, Inc.
55.8
/ 100 pts
47/100$374K/emp
+5.4% ΔRev/Emp
44/10012.9% OpM
+3.7% YoY Δ
69/100-2.6% SG&A
45.0% SG&A/Rev
72/10025.1% R&D
+5.8% YoY Push
WATCHLIST+18.33%
#28
AMZNBig Tech
Amazon.com, Inc.
54.7
/ 100 pts
42/100$486K/emp
+3.7% ΔRev/Emp
41/10013.7% OpM
+3.3% YoY Δ
59/100-1.6% SG&A
8.1% SG&A/Rev
92/10034.4% R&D
+14.0% YoY Push
WATCHLIST+33.06%
#29
PANWBig Tech
Palo Alto Networks, Inc.
53.6
/ 100 pts
52/100$524K/emp
+8.9% ΔRev/Emp
27/1005.4% OpM
+0.3% YoY Δ
70/100-2.7% SG&A
42.1% SG&A/Rev
74/10026.1% R&D
+6.8% YoY Push
WATCHLIST+108.76%
#30
PYPLAI-Native
PayPal Holdings, Inc.
52.5
/ 100 pts
71/100$1.43M/emp
+19.4% ΔRev/Emp
33/10017.0% OpM
+1.8% YoY Δ
46/100-0.5% SG&A
12.8% SG&A/Rev
52/10011.9% R&D
+1.1% YoY Push
WATCHLIST-29.16%
#31
CRWDAI-Native
CrowdStrike Holdings, Inc.
51.4
/ 100 pts
54/100$461K/emp
+9.6% ΔRev/Emp
19/100-2.3% OpM
-2.4% YoY Δ
56/100-1.1% SG&A
52.0% SG&A/Rev
83/10036.5% R&D
+10.2% YoY Push
WATCHLIST+238.38%
#32
TEAMSaaS
Atlassian Corporation
50.4
/ 100 pts
51/100$494K/emp
+8.6% ΔRev/Emp
34/10012.3% OpM
+2.0% YoY Δ
50/100-0.8% SG&A
34.6% SG&A/Rev
70/10050.3% R&D
+5.7% YoY Push
WATCHLIST+20.21%
#33
HUBSSaaS
HubSpot, Inc.
49.3
/ 100 pts
44/100$383K/emp
+4.9% ΔRev/Emp
44/1004.9% OpM
+4.1% YoY Δ
47/100-0.6% SG&A
54.5% SG&A/Rev
66/10034.8% R&D
+4.9% YoY Push
WATCHLIST-51.13%
#34
WDAYSaaS
Workday, Inc.
48.2
/ 100 pts
42/100$486K/emp
+4.7% ΔRev/Emp
62/10011.8% OpM
+6.9% YoY Δ
51/100-0.9% SG&A
36.9% SG&A/Rev
39/10029.7% R&D
-1.6% YoY Push
WATCHLIST-11.33%
#35
FTNTBig Tech
Fortinet, Inc.
47.0
/ 100 pts
37/100$487K/emp
+2.9% ΔRev/Emp
63/10033.6% OpM
+7.0% YoY Δ
35/100+0.8% SG&A
38.0% SG&A/Rev
57/10017.4% R&D
+3.1% YoY Push
WATCHLIST+123.26%
#36
ZMSaaS
Zoom Communications, Inc.
45.9
/ 100 pts
38/100$671K/emp
+3.0% ΔRev/Emp
75/10024.6% OpM
+10.2% YoY Δ
41/100-0.1% SG&A
36.6% SG&A/Rev
29/10018.7% R&D
-3.6% YoY Push
WATCHLIST+31.81%
#37
PATHAI-Native
UiPath, Inc.
44.8
/ 100 pts
32/100$432K/emp
+0.8% ΔRev/Emp
81/1008.9% OpM
+11.6% YoY Δ
36/100+0.7% SG&A
55.7% SG&A/Rev
31/10025.1% R&D
-3.0% YoY Push
WATCHLIST+13.22%
#38
ESTCSaaS
Elastic N.V.
43.7
/ 100 pts
40/100$470K/emp
+4.9% ΔRev/Emp
51/100-0.6% OpM
+5.4% YoY Δ
38/100+0.1% SG&A
52.0% SG&A/Rev
47/10026.3% R&D
+0.9% YoY Push
WATCHLIST+30.65%
#39
CSCOBig Tech
Cisco Systems, Inc.
42.6
/ 100 pts
45/100$769K/emp
+7.7% ΔRev/Emp
26/10027.7% OpM
+1.1% YoY Δ
50/100-1.1% SG&A
22.6% SG&A/Rev
53/10017.3% R&D
+2.7% YoY Push
WATCHLIST+98.84%
#40
BILLSaaS
BILL Holdings, Inc.
41.5
/ 100 pts
52/100$982K/emp
+9.9% ΔRev/Emp
70/1009.7% OpM
+9.2% YoY Δ
9/100+5.6% SG&A
55.4% SG&A/Rev
20/10021.9% R&D
-6.5% YoY Push
WATCHLIST-7.99%
#41
ADBESaaS
Adobe Inc.
38.2
/ 100 pts
45/100$828K/emp
+8.2% ΔRev/Emp
39/10034.8% OpM
+4.0% YoY Δ
27/100+1.5% SG&A
33.9% SG&A/Rev
38/10018.8% R&D
-0.8% YoY Push
BLOATED INDEX10.0% Equal Weight
-45.36%
#42
DOCUSaaS
DocuSign, Inc.
36.1
/ 100 pts
28/100$477K/emp
+0.1% ΔRev/Emp
55/10013.4% OpM
+6.6% YoY Δ
28/100+1.2% SG&A
49.5% SG&A/Rev
35/10024.0% R&D
-1.1% YoY Push
BLOATED INDEX10.0% Equal Weight
+20.81%
#43
INTCBig Tech
Intel Corporation
33.9
/ 100 pts
33/100$670K/emp
+1.9% ΔRev/Emp
21/10012.2% OpM
-0.2% YoY Δ
54/100-1.6% SG&A
8.8% SG&A/Rev
32/10053.8% R&D
-2.8% YoY Push
BLOATED INDEX10.0% Equal Weight
+289.26%
#44
PAYCSaaS
Paycom Software, Inc.
31.7
/ 100 pts
26/100$371K/emp
-1.4% ΔRev/Emp
28/10031.7% OpM
+2.1% YoY Δ
24/100+1.6% SG&A
37.1% SG&A/Rev
54/10027.2% R&D
+3.2% YoY Push
BLOATED INDEX10.0% Equal Weight
+68.89%
#45
CRMBig Tech
Salesforce, Inc.
29.5
/ 100 pts
28/100$527K/emp
+1.1% ΔRev/Emp
40/10021.4% OpM
+4.7% YoY Δ
20/100+2.1% SG&A
39.4% SG&A/Rev
30/10015.9% R&D
-1.9% YoY Push
BLOATED INDEX10.0% Equal Weight
-12.05%
#46
SAPBig Tech
SAP SE
27.3
/ 100 pts
21/100$348K/emp
-1.9% ΔRev/Emp
41/10029.5% OpM
+5.3% YoY Δ
27/100+0.8% SG&A
28.6% SG&A/Rev
22/10020.0% R&D
-3.3% YoY Push
BLOATED INDEX10.0% Equal Weight
+2.59%
#47
PCTYSaaS
Paylocity Holding Corporation
25.2
/ 100 pts
17/100$257K/emp
-2.4% ΔRev/Emp
28/10019.1% OpM
+3.3% YoY Δ
21/100+1.3% SG&A
34.9% SG&A/Rev
40/10018.4% R&D
+1.2% YoY Push
BLOATED INDEX10.0% Equal Weight
+2.09%
#48
IBMBig Tech
International Business Machines
23.0
/ 100 pts
14/100$264K/emp
-4.8% ΔRev/Emp
23/10017.0% OpM
+2.3% YoY Δ
31/100-0.2% SG&A
26.9% SG&A/Rev
31/10014.9% R&D
-0.3% YoY Push
BLOATED INDEX10.0% Equal Weight
+22.49%
#49
ASANSaaS
Asana, Inc.
23.0
/ 100 pts
15/100$469K/emp
-2.7% ΔRev/Emp
65/100-19.1% OpM
+10.6% YoY Δ
4/100+6.9% SG&A
75.0% SG&A/Rev
4/10039.8% R&D
-10.1% YoY Push
BLOATED INDEX10.0% Equal Weight
+0.59%
#50
USaaS
Unity Software Inc.
19.3
/ 100 pts
7/100$460K/emp
-8.9% ΔRev/Emp
55/100-5.2% OpM
+8.8% YoY Δ
4/100+4.7% SG&A
49.8% SG&A/Rev
12/10051.4% R&D
-4.9% YoY Push
BLOATED INDEX10.0% Equal Weight
+99.85%
LEAN AI INDEX (TOP 20%)

10 Equal-Weighted Leaders

Weight = 1/10 (10.0% each)

Ranked #1 to #10 with Master Lean Scores > 75. Every constituent has an identical 10.0% allocation in the Lean AI Index.

#190.0
PLTR
Weight: 10.0%
#287.9
META
Weight: 10.0%
#388.9
DUOL
Weight: 10.0%
#482.1
GTLB
Weight: 10.0%
#581.8
SPOT
Weight: 10.0%
#682.6
GOOGL
Weight: 10.0%
#781.5
IOT
Weight: 10.0%
#877.9
MSFT
Weight: 10.0%
#978.3
SHOP
Weight: 10.0%
#1076.5
ABNB
Weight: 10.0%
BLOATED INDEX (BOTTOM 20%)

10 Equal-Weighted Laggards

Weight = 1/10 (10.0% each)

Ranked #41 to #50 with Master Lean Scores < 40 due to elevated SG&A overhead and slower per-employee productivity growth.

#4138.2
ADBE
Weight: 10.0%
#4236.1
DOCU
Weight: 10.0%
#4333.9
INTC
Weight: 10.0%
#4431.7
PAYC
Weight: 10.0%
#4529.5
CRM
Weight: 10.0%
#4627.3
SAP
Weight: 10.0%
#4725.2
PCTY
Weight: 10.0%
#4823.0
IBM
Weight: 10.0%
#4923.0
ASAN
Weight: 10.0%
#5019.3
U
Weight: 10.0%
Simplified & Transparent Scoring Methodology

How the 0–100 Lean Score & Equal-Weight Indices Work

Lean Score (0–100) = (0.35 × Productivity_Score) + (0.25 × Margin_Score) + (0.20 × SGA_Efficiency_Score) + (0.20 × AI_Investment_Score)
1. Productivity_Score35% Weight

0–100 percentile score measuring Revenue per Employee Growth and total revenue generated per full-time employee.

2. Margin_Score25% Weight

0–100 percentile score measuring YoY Operating Margin Expansion as AI workflows convert revenue into operating profit.

3. SGA_Efficiency_Score20% Weight

0–100 percentile score measuring SG&A Compression (cutting administrative & sales bloat relative to revenue scores higher).

4. AI_Investment_Score20% Weight

0–100 percentile score measuring R&D + CapEx Commitment to ensure cost cuts are paired with aggressive AI investment.