AI Stock Universe
All public stocks with material AI exposure today or in the foreseeable future. Live caps from Yahoo Finance. Last refreshed 2026-05-06.
514 stocks across 6 categories · 41 with detailed research pages (purple REPORT badge) · Includes US-listed companies plus US OTC ADRs (Samsung SSNLF, Tokyo Electron TOELY, Shin-Etsu SHECY, Tencent TCEHY, Alibaba BABA, Foxconn HNHPF, SK Hynix HXSCL, etc.). Liquidity flags: ILLIQUID = ticker exists in US brokers but trades thin. FOREIGN = primary listing on foreign exchange.
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Hyperscalers / Big Tech
Semiconductors
Networking, Optical & Telecom
AI Infrastructure (Data Center, Cooling, Construction)
Power & Energy (incl. Materials)
AI Software, Apps, Customers
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Hyperscalers / Big Tech — 11 names · $23.14T total cap
Big Tech (8 · $22.19T)
Ticker Name Mkt Cap Description GOOGL Alphabet (A) $4.82T Google Cloud, Gemini frontier model, DeepMind, Search AI Overviews, Waymo GOOG Alphabet (C) $4.79T Same as GOOGL, non-voting share class AAPL Apple $4.22T Apple Intelligence on-device AI, custom A/M silicon, OpenAI integration MSFT Microsoft $3.08T Azure cloud, OpenAI partner, Copilot across Office/GitHub/Windows AMZN Amazon $2.96T AWS Bedrock, Trainium/Inferentia chips, Anthropic investor, Rufus retail AI META Meta Platforms $1.56T Llama models, Meta AI assistant, MTIA chips, massive GPU buildout ORCL Oracle $558.0B OCI hosting OpenAI/xAI/Meta clusters, Stargate participant IBM IBM $212.2B watsonx platform, Granite models, Red Hat OpenShift AI
China Cloud/AI (3 · $947.4B)
Ticker Name Mkt Cap Description TCEHY Tencent $550.6B Tencent Cloud + Hunyuan LLM + WeChat AI BABA Alibaba Group $349.0B Alibaba Cloud + Qwen LLM; China hyperscaler BIDU Baidu $47.8B Search + Apollo AV + ERNIE LLM + Baidu Cloud
Semiconductors — 86 names · $17.70T total cap
AI Accelerator (4 · $6.11T)
Ticker Name Mkt Cap Description NVDA REPORT NVIDIA $5.05T Dominant AI training/inference GPU, CUDA platform, owns AI compute AMD AMD $687.1B MI300/MI350 GPUs, EPYC server CPUs, Xilinx FPGAs QCOM Qualcomm $203.0B Snapdragon NPU on-device AI; Cloud AI100 inference accelerators 2454.TW FOREIGN MediaTek (TWSE) $171.0B Taiwan fabless; ~$171B mkt cap; smartphone SoC + custom AI chips for Google/AWS; only liquid via Taiwan
Foundry (4 · $2.28T)
Ticker Name Mkt Cap Description TSM REPORT Taiwan Semiconductor $2.18T Dominant leading-edge foundry; manufactures all advanced AI chips GFS GlobalFoundries $39.7B Trailing-edge foundry; supplies power, RF, analog around AI infra UMC United Microelectronics $38.3B Taiwan trailing-edge foundry; mature-node AI peripheral silicon TSEM Tower Semiconductor $25.8B Specialty foundry; silicon photonics for AI optical transceivers
AI Accelerator + Networking (2 · $2.16T)
Ticker Name Mkt Cap Description AVGO Broadcom $2.01T Custom ASICs for Google TPU, Meta MTIA; Tomahawk/Jericho switch silicon MRVL Marvell $150.5B Custom AI silicon for Amazon Trainium; PAM4 DSPs, optical interconnect
Memory/HBM (2 · $1.60T)
Ticker Name Mkt Cap Description HXSCL ILLIQUID SK Hynix (HXSCL OTC) $850.0B World #1 HBM (~62% share); ~$850B mkt cap; +767% YoY 2025-26 on AI; HXSCL OTC GDR exists at Fidelity but is illiquid (zero daily volume, very wide spreads) MU REPORT Micron Technology $751.7B DRAM/HBM3E/HBM4 supplier to NVIDIA and AMD AI accelerators
WFE (6 · $920.8B)
Ticker Name Mkt Cap Description LRCX REPORT Lam Research $371.6B Etch and deposition; critical for HBM stacking and 3D NAND AMAT REPORT Applied Materials $340.2B Broadest WFE toolset; HBM and advanced packaging exposure TOELY REPORT Tokyo Electron $151.2B Japan WFE giant; deposition, etch, coater/developer; #2 WFE globally after AMAT ASMIY REPORT ASM International $50.3B ALD leader; critical for gate-all-around AI logic nodes VECO Veeco Instruments $3.8B MOCVD/laser annealing; advanced packaging and HBM ACMR REPORT ACM Research $3.7B Wet cleaning tools; China-exposed semicap
WFE Lithography (1 · $595.4B)
Ticker Name Mkt Cap Description ASML REPORT ASML Holding $595.4B Monopoly on EUV/High-NA litho for every leading-edge AI chip
AI Accelerator + Foundry (1 · $568.0B)
Ticker Name Mkt Cap Description INTC Intel $568.0B Gaudi accelerators, Xeon CPUs, Intel Foundry 18A
Specialty Gases (4 · $457.6B)
Ticker Name Mkt Cap Description LIN REPORT Linde plc $232.0B Largest industrial gas; semi fab on-site supply AIQUY Air Liquide $122.4B French industrial gases; semi fab supply APD REPORT Air Products $66.9B Industrial gases for chip fabs + hydrogen NIPNF Nippon Sanso $36.3B Japan industrial gas; competes with Linde/APD for fab supply
Memory/HBM + Foundry (1 · $428.2B)
Ticker Name Mkt Cap Description SSNLF Samsung Electronics $428.2B World #1 memory; HBM3E for AI; foundry competitor to TSMC; consumer electronics
Storage/HDD (2 · $342.9B)
Ticker Name Mkt Cap Description STX Seagate $176.3B HDD maker; nearline storage for AI training datasets and hyperscaler clouds WDC Western Digital $166.5B HDD focus post-Sandisk spin; nearline storage for AI data lakes
WFE Metrology (3 · $268.9B)
Ticker Name Mkt Cap Description KLAC REPORT KLA Corp $237.3B Process control and inspection; rising at 3nm/2nm AI nodes NVMI REPORT Nova Ltd $17.0B Optical/X-ray metrology for advanced nodes and HBM ONTO REPORT Onto Innovation $14.6B Inspection/metrology including advanced packaging for AI HBM
AI Accelerator IP (1 · $252.0B)
Ticker Name Mkt Cap Description ARM Arm Holdings $252.0B CPU IP in every hyperscaler custom AI chip and Grace CPU
Test Equipment (5 · $219.8B)
Ticker Name Mkt Cap Description ATEYY REPORT Advantest $142.9B Dominant tester for NVIDIA AI GPUs and HBM TER REPORT Teradyne $59.9B SoC and memory test for AI accelerators and HBM; also Universal Robots FORM REPORT FormFactor $11.6B Probe cards for testing AI accelerators and HBM AEHR Aehr Test Systems $3.0B Wafer-level burn-in for SiC and AI processors COHU Cohu $2.3B Test handlers and contactors
Memory/NAND (1 · $208.8B)
Ticker Name Mkt Cap Description SNDK Sandisk $208.8B NAND flash spinoff from WDC; storage for AI training datasets
EDA / Custom ASIC (2 · $194.5B)
Ticker Name Mkt Cap Description CDNS Cadence Design $97.9B EDA, IP, and chip-design AI tools used for every AI chip SNPS Synopsys $96.6B EDA + IP enabling all hyperscaler custom AI ASICs
Materials (4 · $152.7B)
Ticker Name Mkt Cap Description SHECY Shin-Etsu Chemical $87.2B World #1 silicon wafer + photoresist; AI chip materials critical input BASFY BASF $54.8B Chemicals; semi materials SUOPY Sumco $6.3B #2 silicon wafer maker (after Shin-Etsu); duopoly on 300mm wafers OLED Universal Display $4.4B OLED material licensor; tangential to AI but display tech
Analog/Power (6 · $142.5B)
Ticker Name Mkt Cap Description MPWR Monolithic Power $81.2B Power management ICs for NVIDIA H100/B200 GPU boards ON onsemi $41.5B Power semis for AI server PSUs and SiC ALGM Allegro MicroSystems $9.5B Power and sensor ICs for AI server power management POWI Power Integrations $4.4B High-voltage power conversion ICs NVTS Navitas Semiconductor $3.9B GaN/SiC for AI data center power supplies WOLF Wolfspeed $2.1B SiC wafer/device maker; AI data center power
Materials/Components (1 · $122.0B)
Ticker Name Mkt Cap Description KYCCF Kyocera $122.0B Ceramic packages and substrates for advanced chips
OSAT (3 · $96.0B)
Ticker Name Mkt Cap Description ASX REPORT ASE Technology $74.9B World's largest OSAT; CoWoS-S/L assembly for AI GPUs AMKR REPORT Amkor Technology $19.1B OSAT serving Apple, NVIDIA; advanced packaging buildout, Arizona Peoria IMOS ChipMOS $1.9B Taiwan/US OSAT for memory and display drivers
Power (1 · $91.3B)
Ticker Name Mkt Cap Description IFNNY Infineon $91.3B European power semiconductor leader; SiC for AI data center power
Edge AI / Auto (1 · $76.6B)
Ticker Name Mkt Cap Description NXPI NXP Semiconductors $76.6B Auto and edge AI processors
Components (1 · $62.9B)
Ticker Name Mkt Cap Description MRAAY Murata Manufacturing $62.9B MLCC capacitors; AI servers need millions per system
MCU/Analog (1 · $55.7B)
Ticker Name Mkt Cap Description MCHP Microchip Technology $55.7B MCUs and analog; edge AI exposure
Power/Auto (1 · $51.5B)
Ticker Name Mkt Cap Description STM STMicroelectronics $51.5B European semi; SiC, MCUs, AI edge
WFE Subsystems (4 · $39.8B)
Ticker Name Mkt Cap Description MKSI REPORT MKS Instruments $19.8B Vacuum, photonics, materials subsystems AEIS REPORT Advanced Energy $13.7B Power conversion subsystems for plasma etch/dep tools UCTT REPORT Ultra Clean Holdings $3.7B Subsystems and chemical delivery for fab tools ICHR REPORT Ichor Holdings $2.5B Fluid delivery subsystems to AMAT/LRCX
Quantum (4 · $37.5B)
Ticker Name Mkt Cap Description IONQ IonQ $19.6B Trapped-ion quantum computing systems QBTS D-Wave Quantum $8.8B Quantum annealing systems RGTI Rigetti Computing $6.7B Superconducting quantum chips QUBT Quantum Computing Inc $2.4B Photonic quantum computing
Edge AI IoT (4 · $29.7B)
Ticker Name Mkt Cap Description SMTC Semtech $11.1B LoRa IoT connectivity (incl. Sierra Wireless) MXL MaxLinear $7.3B Mixed-signal ICs for connectivity/infrastructure SLAB Silicon Labs $7.1B Wireless SoCs for IoT with on-device ML SYNA Synaptics $4.2B Edge AI SoCs for IoT/automotive HMI (Astra)
WFE Litho (2 · $26.7B)
Ticker Name Mkt Cap Description CAJPY Canon $22.7B Japan; nanoimprint litho competitor to ASML; cameras NINOY Nikon $3.9B Japan; legacy litho competitor to ASML
Materials/WFE (1 · $23.7B)
Ticker Name Mkt Cap Description ENTG REPORT Entegris $23.7B Advanced materials, filtration, gas delivery for fabs
FPGA Edge AI (1 · $17.2B)
Ticker Name Mkt Cap Description LSCC Lattice Semiconductor $17.2B Low-power FPGAs for AI BMC, edge inference
Memory IP (1 · $14.1B)
Ticker Name Mkt Cap Description RMBS Rambus $14.1B DDR5/HBM memory interface IP and chips for AI servers
WFE Packaging Inspection (1 · $9.4B)
Ticker Name Mkt Cap Description CAMT REPORT Camtek $9.4B Inspection tools for advanced packaging (HBM, CoWoS)
Edge AI / ADAS (2 · $8.6B)
Ticker Name Mkt Cap Description MBLY REPORT Mobileye $7.6B EyeQ ADAS chips; SuperVision/Chauffeur autonomous driving stacks INDI indie Semiconductor $967M Auto edge-AI SoCs
Memory Controllers (1 · $8.3B)
Ticker Name Mkt Cap Description SIMO Silicon Motion $8.3B NAND flash controllers; AI storage adjacent
WFE Packaging (1 · $4.9B)
Ticker Name Mkt Cap Description KLIC Kulicke & Soffa $4.9B Wire and advanced packaging bonders; thermo-compression for HBM/CoWoS
Edge IoT (1 · $4.7B)
Ticker Name Mkt Cap Description PI Impinj $4.7B RAIN RFID platform; edge identification at scale
Edge AI Vision (1 · $3.3B)
Ticker Name Mkt Cap Description AMBA Ambarella $3.3B CV-series edge AI vision SoCs (autos, security cameras)
WFE Photomasks (1 · $3.1B)
Ticker Name Mkt Cap Description PLAB Photronics $3.1B Photomasks; required for every chip taped out
Edge AI / Display (1 · $2.2B)
Ticker Name Mkt Cap Description HIMX Himax Technologies $2.2B Display drivers + ultra-low-power AI vision sensors
Edge AI IP (1 · $966M)
Ticker Name Mkt Cap Description CEVA Ceva $966M DSP IP for AI/connectivity in edge devices
WFE Equipment (Niche) (1 · $262M)
Ticker Name Mkt Cap Description ASYS REPORT Amtech Systems $262M Solder reflow furnaces for chip packaging (BTU International)
Networking, Optical & Telecom — 22 names · $1.82T total cap
Telecom (3 · $584.8B)
Ticker Name Mkt Cap Description TMUS T-Mobile US $209.0B US telco; 5G + AI VZ Verizon $198.1B US telco; AI/fiber buildout T AT&T $177.7B US telco; AI infrastructure backbone customer
Switches (2 · $547.1B)
Ticker Name Mkt Cap Description CSCO Cisco Systems $362.0B Silicon One switching ASICs and AI-pod offerings ANET Arista Networks $185.2B Ethernet switches dominating hyperscaler AI back-end fabrics
Optical Fiber + Glass (1 · $156.3B)
Ticker Name Mkt Cap Description GLW Corning $156.3B Optical fiber for AI data centers; Gorilla Glass; specialty materials
Optical (3 · $139.6B)
Ticker Name Mkt Cap Description LITE Lumentum Holdings $73.5B EML lasers and optical components for AI networking COHR REPORT Coherent Corp $64.6B 800G/1.6T optical transceivers and lasers for AI data centers POET REPORT POET Technologies $1.5B Silicon photonics for AI optical engines
Telecom Networking (2 · $113.6B)
Ticker Name Mkt Cap Description NOK Nokia $73.6B Finland; 5G + AI networking ERIC Ericsson $40.0B Sweden; 5G + AI networking
Optical Transport (1 · $81.6B)
Ticker Name Mkt Cap Description CIEN Ciena $81.6B Optical transport and DCI for AI training cluster interconnect
Satellite (4 · $78.7B)
Ticker Name Mkt Cap Description SATS EchoStar $36.4B Satellite + spectrum (DISH-EchoStar) ASTS AST SpaceMobile $27.4B Satellite-to-phone direct connectivity GSAT Globalstar $10.5B Satellite connectivity (Apple iPhone partnership) IRDM Iridium $4.3B Iridium NEXT satellite constellation
Interconnect (2 · $73.2B)
Ticker Name Mkt Cap Description ALAB REPORT Astera Labs $36.7B PCIe/CXL retimers and smart cable modules for AI rack interconnect CRDO Credo Technology $36.6B Active electrical cables and SerDes for hyperscaler AI clusters
RF + Optical (1 · $23.2B)
Ticker Name Mkt Cap Description MTSI MACOM Technology $23.2B High-speed analog and optical for AI data center interconnect
Timing (1 · $16.5B)
Ticker Name Mkt Cap Description SITM SiTime $16.5B Precision MEMS timing for AI servers and networking
Lasers (1 · $4.0B)
Ticker Name Mkt Cap Description LASR nLIGHT $4.0B Industrial fiber lasers + defense optics
Networking (peripheral) (1 · $686M)
Ticker Name Mkt Cap Description NTGR Netgear $686M Consumer/SMB networking
AI Infrastructure (Data Center, Cooling, Construction) — 74 names · $3.55T total cap
Electrical (6 · $584.8B)
Ticker Name Mkt Cap Description ABBNY ABB Ltd $192.4B Transformers, switchgear, motors SBGSY Schneider Electric $188.0B Data center end-to-end electrical (APC, EcoStruxure) ETN Eaton Corp $163.6B Power management; data center electrical/UPS leader HUBB Hubbell $26.5B Electrical T&D components; utility-grade transformers POWL Powell Industries $11.7B Electrical switchgear; data center + LNG ATKR Atkore $2.6B Electrical conduit; data center build-out
Aerospace (1 · $319.5B)
Ticker Name Mkt Cap Description GE GE Aerospace $319.5B Aircraft engines (post-Vernova spin); AI in MRO/manufacturing
Cooling (7 · $303.9B)
Ticker Name Mkt Cap Description TT Trane Technologies $107.9B HVAC giant; data center cooling JCI Johnson Controls $87.6B Building systems + cooling; data center HVAC CARR Carrier Global $56.4B HVAC; data center cooling LII Lennox International $18.8B HVAC; smaller data center exposure MOD Modine Manufacturing $14.5B Data center cooling (Airedale) + thermal management SPXC SPX Technologies $10.7B Cooling towers (Marley); data center thermal AAON AAON $8.0B Custom HVAC; growing data center cooling segment
Data Center REIT (4 · $302.0B)
Ticker Name Mkt Cap Description EQIX Equinix $107.3B Largest interconnection-focused data center REIT AMT American Tower $83.9B Towers + edge data centers (CoreSite acquisition) DLR Digital Realty $71.4B Largest hyperscale data center REIT by sqft IRM Iron Mountain $39.3B Records mgmt + data centers (~15% of business)
Electrical/Industrial (1 · $243.7B)
Ticker Name Mkt Cap Description SIEGY Siemens AG $243.7B Industrial conglomerate; Siemens EDA, Industrial Copilot, factory automation
Construction (8 · $219.9B)
Ticker Name Mkt Cap Description PWR REPORT Quanta Services $117.8B Largest US T&D contractor; transmission buildout MTZ MasTec $34.2B T&D + pipeline construction; data center electrical STRL Sterling Infrastructure $27.2B E-Infrastructure (data center site work) DY Dycom Industries $13.7B Telecom + fiber-to-data-center construction IESC REPORT IES Holdings $13.4B Electrical contractor; data center buildouts MYRG MYR Group $7.1B T&D contractor PRIM Primoris Services $5.5B T&D + utility construction LMB Limbach Holdings $918M Mechanical/electrical for mission-critical
Server Integrator (3 · $216.4B)
Ticker Name Mkt Cap Description DELL Dell Technologies $155.3B PowerEdge AI servers, GPU systems for hyperscalers and enterprise HPE Hewlett Packard Enterprise $40.3B AI servers, Cray supercomputers, HPC for AI training SMCI Super Micro Computer $20.8B NVIDIA/AMD GPU server integrator
Conglomerate (1 · $143.9B)
Ticker Name Mkt Cap Description HTHIY Hitachi $143.9B Hitachi Energy (transformers, HVDC), trains, storage; AI grid buildout
Power + Cooling (1 · $137.9B)
Ticker Name Mkt Cap Description VRT Vertiv Holdings $137.9B #1 data center liquid cooling and power infrastructure
GPU Cloud (2 · $122.4B)
Ticker Name Mkt Cap Description CRWV REPORT CoreWeave $72.9B Pure-play GPU cloud, largest NVIDIA partner; OpenAI/Microsoft workloads NBIS Nebius Group $49.5B Yandex spinout; GPU cloud for AI training/inference
Industrial Distribution (3 · $118.4B)
Ticker Name Mkt Cap Description GWW W.W. Grainger $55.4B MRO distribution; data center maintenance FAST Fastenal $51.3B Industrial distribution; AI/vending tech for inventory AIT Applied Industrial Tech $11.7B Industrial distribution; data center MRO
Server ODM (1 · $113.2B)
Ticker Name Mkt Cap Description HNHPF Hon Hai/Foxconn $113.2B Largest contract manufacturer; assembles AI servers for NVIDIA, hyperscalers
Construction MEP (2 · $112.8B)
Ticker Name Mkt Cap Description FIX REPORT Comfort Systems USA $70.8B Mechanical contractor; #1 data center MEP exposure EME REPORT EMCOR Group $42.0B Mechanical/electrical contractor; data center MEP
BTC→AI Hosting (12 · $106.2B)
Ticker Name Mkt Cap Description IREN IREN Limited $20.2B BTC miner pivoting to AI cloud; Childress TX WULF TeraWulf $12.7B Lake Mariner NY; AI hosting (Core42/G42) APLD Applied Digital $12.6B AI/HPC data centers (Ellendale ND); Macquarie financing HUT Hut 8 $12.3B BTC miner + AI hosting; American Bitcoin merger GLXY Galaxy Digital $12.1B Crypto + Helios TX site leased to CoreWeave CIFR Cipher Mining $9.0B BTC miner; Barber Lake AI/HPC site contracted RIOT Riot Platforms $9.0B TX BTC miner; AI/HPC announcements; Leopold holds CORZ Core Scientific $7.8B BTC miner pivoting to AI HPC (CoreWeave host); Leopold 13D MARA MARA Holdings $5.0B Largest US BTC miner; HPC exploration CLSK CleanSpark $3.7B BTC miner; emerging AI hosting plans BITF Bitfarms $1.2B BTC miner; Stronghold merger; HPC pivot BTBT Bit Digital $630M BTC miner pivoted heavily to AI cloud (WhiteFiber)
Electrical/Automation (1 · $82.9B)
Ticker Name Mkt Cap Description EMR Emerson Electric $82.9B Automation + power; data center HVAC controls
Construction Materials (1 · $76.8B)
Ticker Name Mkt Cap Description CRH CRH plc $76.8B Cement + aggregates; data center construction beneficiary
Equipment Rental (2 · $65.0B)
Ticker Name Mkt Cap Description URI United Rentals $60.4B #1 equipment rental; data center construction HRI Herc Holdings $4.5B Equipment rental; data center construction
Industrial Automation (1 · $51.1B)
Ticker Name Mkt Cap Description ROK Rockwell Automation $51.1B Industrial automation; data center build automation
Storage (2 · $44.5B)
Ticker Name Mkt Cap Description PSTG Pure Storage $22.4B All-flash storage for AI training data pipelines, Meta partnership NTAP NetApp $22.1B Enterprise storage for AI workloads, Nvidia DGX SuperPOD certified
Tower/Fiber REIT (1 · $39.4B)
Ticker Name Mkt Cap Description CCI Crown Castle $39.4B US tower REIT; fiber backhaul for data centers
Cooling Components (3 · $38.6B)
Ticker Name Mkt Cap Description ITT ITT Inc $19.5B Pumps + connectors; data center cooling WTS Watts Water $9.7B Water systems; data center cooling water FLS Flowserve $9.4B Pumps for cooling/process; liquid cooling for data centers
Edge Cloud (1 · $18.0B)
Ticker Name Mkt Cap Description AKAM Akamai $18.0B CDN expanding into edge compute / inference (Linode)
Electrical Distribution (1 · $17.7B)
Ticker Name Mkt Cap Description WCC WESCO International $17.7B Electrical distribution; data center supply
Cloud / GPU (1 · $16.8B)
Ticker Name Mkt Cap Description DOCN DigitalOcean $16.8B SMB cloud; acquired Paperspace for GPU droplets
Electrical/Plumbing (1 · $15.4B)
Ticker Name Mkt Cap Description MLI Mueller Industries $15.4B Copper tube/fittings for data center MEP
Construction EPC (1 · $10.2B)
Ticker Name Mkt Cap Description AGX Argan Inc $10.2B EPC for gas-fired power plants; AI data center
Cooling + LNG (1 · $9.9B)
Ticker Name Mkt Cap Description GTLS Chart Industries $9.9B Cryogenic equipment; data center cooling + LNG
Specialty Chemicals (1 · $8.7B)
Ticker Name Mkt Cap Description EMN Eastman Chemical $8.7B Specialty plastics + chemicals
Battery Materials (1 · $4.3B)
Ticker Name Mkt Cap Description CBT REPORT Cabot Corp $4.3B Carbon black + battery materials + specialty chemicals
Shipping (1 · $3.4B)
Ticker Name Mkt Cap Description ZIM ZIM Integrated Shipping $3.4B Container shipping; tangential
Data Center Infra (1 · $3.0B)
Ticker Name Mkt Cap Description DBRG DigitalBridge $3.0B Digital infra asset manager (DataBank, Vantage)
Fiber/REIT (1 · $2.7B)
Ticker Name Mkt Cap Description UNIT Uniti Group $2.7B Fiber REIT; data center connectivity
Power & Energy (incl. Materials) — 132 names · $6.16T total cap
Oil/Gas Major (4 · $1.18T)
Ticker Name Mkt Cap Description XOM ExxonMobil $616.3B Permian gas; behind-the-meter gas plant for AI data center CVX Chevron $366.1B Gas + power solutions for data centers COP ConocoPhillips $144.9B Permian + Marcellus gas; LNG OXY Occidental Petroleum $54.8B Permian gas + DAC (Stratos)
Utility (23 · $900.5B)
Ticker Name Mkt Cap Description DUK Duke Energy $97.9B Carolinas/Florida utility; Microsoft, Google PPAs NGG National Grid $87.4B UK + US transmission; AI grid ENGIY Engie $82.7B French utility AEP American Electric Power $72.1B Largest US transmission owner; massive data center queue SRE Sempra $61.2B SoCalGas + Oncor (Texas); ERCOT data center buildout EONGY E.ON $56.8B German utility D Dominion Energy $54.2B Virginia utility serving Data Center Alley ETR Entergy $51.7B Louisiana/Texas utility; Meta Richland Parish data center XEL Xcel Energy $50.3B Upper Midwest/CO utility; Meta/Google PPAs ED Consolidated Edison $39.4B NYC utility; co-location data center load WEC WEC Energy $37.1B Wisconsin utility; Microsoft Mt. Pleasant data center AEE Ameren $30.3B Missouri/Illinois utility; MISO data center load PPL PPL Corp $27.7B PA/KY utility; PJM data center load EIX Edison International $26.5B SoCal Edison; AI/data center load growth CMS CMS Energy $22.9B Michigan utility; data center-driven load growth NI NiSource $22.8B Indiana/Ohio gas + electric; AEP-adjacent data center load LNT Alliant Energy $18.7B Iowa/Wisconsin utility; data center wins EVRG Evergy $18.7B Kansas/Missouri utility; Meta data center PPAs PNW REPORT Pinnacle West $12.1B Arizona utility (APS); Phoenix data center load OGE OGE Energy $9.9B Oklahoma utility serving Stargate/OpenAI Abilene load IDA IDACORP $8.0B Idaho Power; growing data center customer base TXNM TXNM Energy $6.6B Texas-New Mexico utility (PNM); data center load POR Portland General Electric $5.6B Oregon utility; data center load (Hillsboro/Prineville)
Mobile/Bridge Power (4 · $548.7B)
Ticker Name Mkt Cap Description CAT Caterpillar $426.9B Diesel/gas gensets; dominant data center prime power CMI Cummins $98.8B Diesel/natgas gensets + hydrogen Accelera; data center backup GNRC Generac $15.7B Industrial/residential gensets; data center backup SEI Solaris Energy Infra $7.2B Mobile gas turbine power for data centers + frac sites
Gas Turbines (2 · $402.2B)
Ticker Name Mkt Cap Description GEV GE Vernova $300.7B Heavy-duty gas turbines (HA-class) + grid + onshore wind MHVYF Mitsubishi Heavy Ind. $101.5B M501J gas turbines; nuclear; grid equipment
Midstream Gas (5 · $336.4B)
Ticker Name Mkt Cap Description WMB Williams Companies $90.2B Transco pipeline; data center gas supply KMI Kinder Morgan $70.3B Largest US natgas pipeline; data center supply growth ET Energy Transfer $68.4B Largest US midstream by volume; data center supply OKE ONEOK $53.9B Gas/NGL pipelines; Permian/Bakken TRGP Targa Resources $53.6B Permian gas/NGL midstream
Copper (6 · $294.2B)
Ticker Name Mkt Cap Description SCCO Southern Copper $151.9B Mexico/Peru copper; Grupo Mexico controlled FCX Freeport-McMoRan $87.5B Largest US copper producer; AI electrification thesis TECK Teck Resources $30.4B Copper (Quebrada Blanca) + zinc IVPAF Ivanhoe Mines $12.0B DRC Kamoa-Kakula copper HBM Hudbay Minerals $9.5B Copper (Constancia, Snow Lake) ERO Ero Copper $2.8B Brazil copper
Copper / Uranium (1 · $214.2B)
Ticker Name Mkt Cap Description BHP BHP Group $214.2B Olympic Dam uranium + copper; AI electrification dual play
Utility/Renewables (1 · $198.9B)
Ticker Name Mkt Cap Description NEE NextEra Energy $198.9B Largest US renewables + FPL utility; Entergy nuclear restart partner
Utility/Nuclear (3 · $180.6B)
Ticker Name Mkt Cap Description SO Southern Company $105.4B Vogtle 3/4 new nuclear; Georgia data center load PEG PSEG $39.5B NJ utility + Salem/Hope Creek nuclear; PJM data center exposure PCG PG&E $35.7B Northern California utility; Diablo Canyon nuclear extension
Copper / Mining (1 · $171.6B)
Ticker Name Mkt Cap Description RIO Rio Tinto $171.6B Copper (Oyu Tolgoi, Kennecott) + iron ore
Trading/Energy (2 · $161.8B)
Ticker Name Mkt Cap Description MITSY Mitsui & Co. $107.3B Japan trading house; LNG, power infra; Buffett position SMTOY Sumitomo Corp $54.5B Japan trading; data center materials
Nuclear (IPP) (2 · $135.7B)
Ticker Name Mkt Cap Description CEG Constellation Energy $116.9B Largest US nuclear fleet; Three Mile Island restart for Microsoft TLN Talen Energy $18.7B Susquehanna nuclear powering AWS data center campus
Steel (4 · $134.0B)
Ticker Name Mkt Cap Description NUE Nucor $53.3B Largest US steel; data center structural steel STLD Steel Dynamics $34.9B EAF steel; data center construction beneficiary PKX POSCO $26.1B Korean steel + battery materials NPSCY Nippon Steel $19.7B Japan steel; acquired US Steel; data center structural
Oilfield Services (2 · $116.2B)
Ticker Name Mkt Cap Description SLB SLB $82.5B Largest oilfield services; AI-driven oil & gas optimization HAL Halliburton $33.8B Oilfield services
Natural Gas (7 · $112.6B)
Ticker Name Mkt Cap Description EQT EQT Corp $35.9B Largest US natgas producer; Appalachia; data center PPAs CTRA Coterra Energy $24.7B Permian + Marcellus gas/oil EXE Expand Energy $23.2B Chesapeake + Southwestern combo; largest US pure-play natgas AR Antero Resources $11.4B Appalachia natgas + NGLs RRC Range Resources $9.7B Marcellus/Utica natgas; AI power demand thesis CRK Comstock Resources $4.4B Haynesville gas; LNG/AI thesis GPOR Gulfport Energy $3.3B Utica gas
Utility T&D (3 · $98.2B)
Ticker Name Mkt Cap Description EXC Exelon $46.1B Largest US T&D utility (ComEd, BGE, PECO, Pepco); PJM hub FE FirstEnergy $26.3B Ohio/Mid-Atlantic T&D; PJM data center transmission ES Eversource $25.8B New England utility; Northeast data center T&D
Gold/Mining (1 · $94.9B)
Ticker Name Mkt Cap Description AEM Agnico Eagle $94.9B Major gold miner; not AI but materials
Copper/Mining (1 · $90.3B)
Ticker Name Mkt Cap Description GLNCY Glencore $90.3B Global mining; copper + cobalt
Fuel Cells (4 · $87.9B)
Ticker Name Mkt Cap Description BE Bloom Energy $81.2B Solid oxide fuel cells; AEP/Equinix data center deployments PLUG Plug Power $4.6B Hydrogen fuel cells; data center backup pilots BLDP Ballard Power $1.4B PEM fuel cells; stationary power applications FCEL FuelCell Energy $679M Carbonate fuel cells; on-site data center power
Uranium (7 · $84.3B)
Ticker Name Mkt Cap Description CCJ Cameco $53.9B World's #2 uranium miner + 49% Westinghouse NXE NexGen Energy $8.5B Saskatchewan Rook I uranium project UEC Uranium Energy $7.7B US ISR uranium developer; DOE strategic reserve seller UUUU Energy Fuels $5.8B US conventional uranium + rare earths (White Mesa mill) PALAF Paladin Energy $4.1B Australian uranium producer; Langer Heinrich Namibia DNN Denison Mines $3.5B Athabasca Basin Wheeler River uranium URG Ur-Energy $735M Wyoming ISR uranium producer
Infra Investor (1 · $67.3B)
Ticker Name Mkt Cap Description MQBKY Macquarie Group $67.3B Major data center investor; financing APLD etc
Trading/Power (1 · $61.6B)
Ticker Name Mkt Cap Description MARUY Marubeni $61.6B Japan trading; gas/power
Solar (8 · $55.2B)
Ticker Name Mkt Cap Description FSLR First Solar $23.4B US thin-film solar panels; hyperscaler PPAs NXT Nextracker $19.0B Solar trackers; utility-scale solar deployment ENPH Enphase Energy $4.7B Microinverters + storage; primarily residential RUN Sunrun $3.0B Residential solar + storage SHLS Shoals Technologies $1.4B Solar BOS components ARRY Array Technologies $1.2B Solar trackers JKS JinkoSolar $1.2B Chinese solar panel maker CSIQ Canadian Solar $1.1B Canadian/Chinese solar panels + storage
LNG Export (1 · $54.9B)
Ticker Name Mkt Cap Description LNG Cheniere Energy $54.9B Largest US LNG exporter; Sabine Pass, Corpus Christi
Nuclear/Gas (IPP) (1 · $53.6B)
Ticker Name Mkt Cap Description VST Vistra Corp $53.6B Comanche Peak nuclear + Texas gas fleet; major hyperscaler PPAs
Lithium (3 · $51.5B)
Ticker Name Mkt Cap Description SQM SQM $26.7B Chilean lithium and specialty chemicals ALB Albemarle $22.7B Largest US lithium producer; battery chemistry for grid + EV LAC Lithium Americas $2.1B Thacker Pass NV lithium project
Specialty Metals (2 · $45.3B)
Ticker Name Mkt Cap Description CRS Carpenter Technology $22.8B Specialty alloys; grid + aerospace ATI ATI Inc $22.5B Specialty metals (titanium, nickel) for grid + aerospace
IPP (2 · $42.3B)
Ticker Name Mkt Cap Description NRG NRG Energy $32.1B Texas/East retail + IPP; ERCOT gas fleet for AI AES AES Corp $10.2B Renewables + Indiana/Ohio coal; hyperscaler renewable PPAs
Gold Mining (1 · $41.3B)
Ticker Name Mkt Cap Description GFI Gold Fields $41.3B Major gold miner — included as inflation/AI capex hedge
SMR (3 · $19.7B)
Ticker Name Mkt Cap Description OKLO Oklo Inc $13.8B Aurora fast reactor SMR; Sam Altman-chaired; DOE Idaho site SMR NuScale Power $4.4B First NRC-approved SMR design; Romania/RoPower deployments NNE Nano Nuclear Energy $1.5B Microreactor developer (Zeus, Odin); HALEU fuel transport
SMR / Naval Nuclear (1 · $19.7B)
Ticker Name Mkt Cap Description BWXT BWX Technologies $19.7B Naval reactors + microreactor manufacturer; HALEU TRISO fuel
Rare Earths (2 · $19.1B)
Ticker Name Mkt Cap Description MP MP Materials $12.9B Mountain Pass CA rare earth mine; magnets for EV motors and grid USAR USA Rare Earth $6.2B US rare earth + magnet manufacturing
Renewables (2 · $16.1B)
Ticker Name Mkt Cap Description CWEN Clearway Energy $9.2B Renewables yieldco; hyperscaler PPAs BEPC Brookfield Renewable $6.8B Largest pure-play renewables; Microsoft 10.5 GW PPA
Coal (4 · $11.7B)
Ticker Name Mkt Cap Description CNR Core Natural Resources $4.5B Combined Arch + CONSOL; PA/WV thermal+met coal ARLP Alliance Resource $3.3B Illinois Basin/Appalachian thermal coal MLP BTU Peabody Energy $3.0B Largest US coal producer; PRB + Centurion met HNRG Hallador Energy $874M Indiana coal + retail power (Sunrise Coal)
PGM/Battery (1 · $9.7B)
Ticker Name Mkt Cap Description SBSW REPORT Sibanye Stillwater $9.7B PGM + battery materials
Batteries (1 · $8.3B)
Ticker Name Mkt Cap Description ENS EnerSys $8.3B Industrial batteries; data center UPS
Geothermal (1 · $7.1B)
Ticker Name Mkt Cap Description ORA Ormat Technologies $7.1B Geothermal IPP + behind-the-meter; baseload AI angle
Steel / Transformer Steel (1 · $6.4B)
Ticker Name Mkt Cap Description CLF Cleveland-Cliffs $6.4B Integrated steel + electrical steel for transformers (GOES)
Uranium Enrichment (2 · $5.2B)
Ticker Name Mkt Cap Description LEU Centrus Energy $4.6B Only US-owned uranium enricher; HALEU producer for SMRs ASPI ASP Isotopes $698M Laser enrichment for HALEU
Gas Utility (1 · $5.1B)
Ticker Name Mkt Cap Description SR Spire $5.1B Gas utility; data center gas supply
Battery Storage (2 · $4.7B)
Ticker Name Mkt Cap Description FLNC Fluence Energy $2.5B Pure-play utility battery storage systems integrator EOSE Eos Energy $2.2B Long-duration zinc batteries; DOE loan recipient
Battery Metals (1 · $3.4B)
Ticker Name Mkt Cap Description TMC TMC Metals Co. $3.4B Deep-sea nodule mining for nickel/cobalt/copper for batteries
Power Equipment (1 · $2.1B)
Ticker Name Mkt Cap Description BW Babcock & Wilcox $2.1B Boilers + nuclear services; coal life extension
Energy Services (1 · $1.7B)
Ticker Name Mkt Cap Description AMRC Ameresco $1.7B Federal energy efficiency contractor; data center adjacent
Solar Polysilicon (1 · $1.3B)
Ticker Name Mkt Cap Description DQ Daqo New Energy $1.3B Polysilicon supplier for solar
Coal + REE (1 · $1.0B)
Ticker Name Mkt Cap Description METC Ramaco Resources $1.0B Met coal + Wyoming rare earth project
SMR Fuel (1 · $471M)
Ticker Name Mkt Cap Description LTBR Lightbridge $471M Advanced metallic nuclear fuel for SMR + existing reactors
Battery Software (1 · $93M)
Ticker Name Mkt Cap Description STEM Stem Inc $93M Storage software + Athena AI optimization
Gas Turbines / Grid (1 · —)
Ticker Name Mkt Cap Description SMNEY Siemens Energy — Gas turbines + grid (transformers, HVDC); AI grid buildout
AI Software, Apps, Customers — 188 names · $10.12T total cap
Autonomy / Robotics (1 · $1.50T)
Ticker Name Mkt Cap Description TSLA Tesla $1.50T FSD autonomy, Dojo training compute, Optimus robot, Robotaxi
AI Fintech (15 · $1.37T)
Ticker Name Mkt Cap Description V Visa $606.3B Payment network with AI fraud (Visa Protect AI) MA Mastercard $434.6B Network with Decision Intelligence Pro AI fraud detection HOOD Robinhood $71.2B Brokerage with Robinhood Cortex AI assistant NU Nu Holdings $70.4B LatAm digital bank using AI for credit decisions XYZ Block (Square) $42.2B Payments + Cash App; AI in seller analytics ADYEY Adyen $35.4B Dutch payments; AI fraud detection AFRM Affirm $21.8B BNPL with proprietary AI underwriting SOFI SoFi Technologies $20.9B Digital bank using AI for credit underwriting GPN Global Payments $19.0B Payment processor; AI fraud and analytics KSPI Kaspi.kz $16.6B Kazakhstan super-app fintech with AI TOST Toast $16.4B Restaurant POS with Toast AI assistants LMND Lemonade $4.1B AI-native insurance underwriting and claims BILL REPORT BILL Holdings $3.7B SMB AP/AR platform with AI for invoice automation UPST Upstart $2.7B AI-native consumer lending underwriting PGY Pagaya $1.2B AI-driven consumer credit underwriting
Enterprise AI (13 · $954.3B)
Ticker Name Mkt Cap Description PLTR Palantir $320.7B Foundry/Gotham + AIP for gov and enterprise AI SAP SAP $204.1B Joule AI copilot in S/4HANA ERP CRM Salesforce $148.2B Agentforce AI agents on Salesforce CRM, Data Cloud INTU Intuit $108.1B TurboTax/QuickBooks with Intuit Assist GenAI NOW ServiceNow $91.8B Now Assist Gen-AI across IT/HR/CX workflows, agentic AI ZM Zoom $31.0B Video platform with AI Companion TEAM Atlassian $22.5B Jira/Confluence with Rovo AI agents HUBS HubSpot $12.1B CRM with Breeze AI agents for marketing/sales DBX Dropbox $5.9B File sync with Dash AI universal search MNDY monday.com $3.8B Work OS with monday AI for workflow automation BOX Box $3.4B Content cloud with Box AI for unstructured docs AI C3.ai $1.4B Enterprise AI applications platform PRGS Progress Software $1.2B Enterprise software including AI integration tools
AI Healthcare (18 · $922.1B)
Ticker Name Mkt Cap Description AZN AstraZeneca $286.7B Pharma with AI drug discovery partnerships NVS Novartis $283.1B Pharma using AI NVO Novo Nordisk $202.8B Pharma using AI in drug discovery; included as ADR NTRA Natera $30.7B Genetic testing using ML for cfDNA analysis VEEV Veeva Systems $27.3B Cloud software for life sciences; AI CRM/clinical trials PHG Philips $25.9B Healthcare tech; AI in imaging ILMN Illumina $21.6B Sequencing platform; AI variant interpretation GH Guardant Health $12.2B Liquid biopsy with AI cancer genomics TEM Tempus AI $9.6B Multimodal precision medicine + AI for oncology HIMS Hims & Hers $6.2B Telehealth using AI for personalized treatment DOCS Doximity $4.8B Physician network with DocsGPT clinical AI assistant TWST Twist Bioscience $3.7B DNA synthesis for AI-driven drug discovery and biotech RXRX Recursion Pharma $1.8B AI-driven drug discovery; phenomic image platform; NVIDIA partner ABCL AbCellera $1.5B AI-powered antibody discovery for biotech partners QURE uniQure $1.4B Gene therapy with AI in discovery CDNA CareDx $1.1B AI for transplant patient monitoring SDGR Schrödinger $970M Physics + ML for molecular drug/materials discovery PACB Pacific Biosciences $531M Long-read DNA sequencing
GenAI / Consumer (8 · $813.4B)
Ticker Name Mkt Cap Description NFLX Netflix $371.7B Streaming with AI for recommendations, dubbing, production VFX DIS Walt Disney $187.6B Studios/parks/streaming applying AI to production SPOT Spotify $87.4B Music streaming with AI DJ, AI playlist, audiobook narration EA Electronic Arts $50.2B Game publisher applying AI across sports/Battlefield TTWO Take-Two $41.1B Game publisher (GTA, NBA) using AI in production RDDT Reddit $32.1B Social platform monetizing data via Google/OpenAI training licenses RBLX Roblox $31.3B UGC gaming with GenAI tools for asset/code creation U Unity Software $11.9B 3D engine with AI tools (Muse, Sentis)
AI Defense (11 · $607.2B)
Ticker Name Mkt Cap Description RTX RTX Corp $238.0B Raytheon missiles; AI in sensors/missiles LMT Lockheed Martin $118.6B Defense prime; AI Factory; autonomous systems NOC Northrop Grumman $79.5B B-21, autonomous aircraft, AI-enabled C2 LHX L3Harris $56.3B C5ISR, AI for ISR/EW; Aerojet Rocketdyne ESLT Elbit Systems $38.8B Israeli defense electronics; AI/autonomous systems CW Curtiss-Wright $27.4B Defense electronics; nuclear submarine + naval LDOS Leidos $17.0B Defense IT/AI services for DOD/IC KTOS Kratos Defense $11.5B Autonomous Valkyrie drones, jet drones, satellites BAH Booz Allen Hamilton $9.2B Defense consulting with major AI/ML practice AVAV AeroVironment $8.8B Switchblade loitering munitions, Puma UAVs (BlueHalo) BBAI BigBear.ai $2.1B AI/ML for defense/intelligence; Bezos Family Foundation backed
AI Retail (7 · $443.6B)
Ticker Name Mkt Cap Description PDD PDD Holdings $145.6B Temu/Pinduoduo; AI for personalization SHOP Shopify $136.8B E-commerce platform with Sidekick AI assistant for merchants MELI MercadoLibre $93.3B LatAm e-commerce/fintech with AI personalization and credit JD JD.com $41.9B Chinese e-commerce; AI logistics + personalization CHWY Chewy $10.2B Pet e-commerce using AI for personalization and pharmacy CART Maplebear/Instacart $9.5B Grocery delivery with Caper AI smart carts and ad optimization ETSY Etsy $6.2B Marketplace using AI for search relevance
AI Security (12 · $394.6B)
Ticker Name Mkt Cap Description PANW Palo Alto Networks $149.0B Cortex XSIAM autonomous SOC, AI-driven security platform CRWD CrowdStrike $119.1B Falcon endpoint with Charlotte AI for threat analysis FTNT Fortinet $65.9B Next-gen firewall with FortiAI assistant ZS Zscaler $22.3B SSE/Zero Trust with AI threat detection CHKP Check Point $11.9B Network security with Infinity AI Copilot GEN Gen Digital $11.8B Norton/Avast consumer security with AI scam detection S SentinelOne $5.2B Singularity XDR with Purple AI generative threat hunting VRNS Varonis $3.2B Data security platform; Athena AI agent QLYS Qualys $3.2B Cloud security with AI vulnerability scoring TENB Tenable $2.4B Exposure management with ExposureAI assistant RPD Rapid7 $439M InsightIDR with AI for SOC operations CYBR CyberArk — Privileged access mgmt; AI for identity threat protection
AV (8 · $394.0B)
Ticker Name Mkt Cap Description TM Toyota Motor $231.0B Auto OEM; investing heavily in AV/Woven Planet MBGYY Mercedes-Benz $52.5B Auto OEM AV HMC Honda Motor $32.1B Auto OEM with AV partnerships STLA Stellantis $22.2B Auto OEM (Jeep/Ram/Peugeot); AV efforts LI Li Auto $18.1B Chinese EV with AV stack XPEV XPeng $15.2B Chinese EV; advanced ADAS/AV NIO NIO Inc $14.8B Chinese EV with autonomous driving NSANY Nissan Motor $8.1B Auto OEM with autonomous driving partnerships
Banking (4 · $374.2B)
Ticker Name Mkt Cap Description MUFG Mitsubishi UFJ $207.6B Japan megabank; AI in operations ITUB Itau Unibanco $93.1B Brazilian bank; AI ops KB KB Financial $39.3B Korean megabank; AI ops SHG Shinhan Financial $34.1B Korean financial
AI Pro Svc (4 · $253.8B)
Ticker Name Mkt Cap Description SPGI S&P Global $125.4B Ratings/data with Kensho AI subsidiary MCO Moody's $78.4B Ratings/analytics with Moody's Research Assistant AI MSCI MSCI $42.3B Index/analytics with AI for ESG and risk FDS FactSet $7.7B Financial data platform with GenAI assistants
AI Investor (1 · $226.6B)
Ticker Name Mkt Cap Description SFTBY SoftBank $226.6B Massive ARM stake + OpenAI investor + Vision Fund AI portfolio + Stargate
AI IT Services (6 · $211.2B)
Ticker Name Mkt Cap Description ACN Accenture $107.4B Largest IT services firm; massive GenAI consulting practice ($3B+ bookings) INFY Infosys $51.2B Indian IT services; AI consulting + automation CTSH Cognizant $24.3B IT services with AI consulting practice WIT Wipro $21.0B Indian IT services; AI consulting EPAM EPAM Systems $5.6B IT services with AI/ML engineering focus GLOB Globant $1.8B IT services pivoting to AI delivery
AI Adtech (8 · $180.1B)
Ticker Name Mkt Cap Description APP AppLovin $157.6B AXON ML-driven mobile ad targeting platform TTD The Trade Desk $11.4B DSP with Kokai AI for programmatic ad bidding ZETA Zeta Global $4.3B Marketing cloud with proprietary Zeta AI MGNI Magnite $1.9B SSP for CTV/programmatic ads using AI optimization DV REPORT DoubleVerify $1.8B Ad verification with AI for fraud/brand safety IAS Integral Ad Science $1.7B Ad measurement using AI for content classification CRTO Criteo $781M Commerce media with AI-driven retargeting PUBM PubMatic $481M SSP with ML-driven inventory optimization
AI Industrial (3 · $163.4B)
Ticker Name Mkt Cap Description HON Honeywell $137.4B Industrial conglomerate with Honeywell Forge AI platform PTC PTC $16.3B CAD/PLM (Creo, Windchill) with AI/IoT (ThingWorx) BSY Bentley Systems $9.7B Infrastructure engineering software with iTwin AI digital twins
AI Healthcare / Robotics (1 · $160.0B)
Ticker Name Mkt Cap Description ISRG Intuitive Surgical $160.0B da Vinci surgical robots with AI-assisted Ion/Da Vinci 5
AI Legal/Pro Svc (2 · $103.5B)
Ticker Name Mkt Cap Description RELX RELX (LexisNexis) $63.4B LexisNexis legal AI (Lexis+ AI), risk analytics TRI Thomson Reuters $40.0B Legal/tax platforms with CoCounsel GenAI (Casetext)
GenAI / Creative (1 · $101.1B)
Ticker Name Mkt Cap Description ADBE Adobe $101.1B Firefly generative AI in Creative Cloud
AI Gaming (1 · $75.5B)
Ticker Name Mkt Cap Description NTES NetEase $75.5B Chinese gaming + cloud; AI in games
Aero / Defense (1 · $69.0B)
Ticker Name Mkt Cap Description TDG TransDigm $69.0B Aerospace components; defense AI demand
Observability (2 · $62.7B)
Ticker Name Mkt Cap Description DDOG Datadog $51.2B Monitoring AI/LLM apps, LLM Observability product DT Dynatrace $11.5B Observability with Davis AI causal AI engine
AI Fintech / Crypto (1 · $52.3B)
Ticker Name Mkt Cap Description COIN Coinbase $52.3B Crypto exchange; AI agents for crypto x402 payments
GenAI / CAD (1 · $51.3B)
Ticker Name Mkt Cap Description ADSK Autodesk $51.3B CAD/AEC software, generative design, Forma platform
AI Defense / Space (1 · $48.9B)
Ticker Name Mkt Cap Description RKLB Rocket Lab $48.9B Small-launch + Neutron + space systems with AI flight software
Data Cloud (1 · $48.3B)
Ticker Name Mkt Cap Description SNOW Snowflake $48.3B Cortex AI, Arctic LLM, hosts AI workloads on enterprise data
Enterprise AI / HCM (3 · $43.1B)
Ticker Name Mkt Cap Description WDAY Workday $30.6B HR/Finance SaaS, Workday AI agents PAYC Paycom $6.9B HCM with Beti automated payroll AI PCTY Paylocity $5.6B HCM with AI Assist for HR
AI Developer (3 · $39.7B)
Ticker Name Mkt Cap Description TWLO Twilio $29.0B Customer comms APIs with CustomerAI FROG JFrog $6.5B Software supply chain with ML model registry GTLB GitLab $4.1B DevSecOps platform with GitLab Duo AI assistant
Robotics (2 · $37.6B)
Ticker Name Mkt Cap Description SYM Symbotic $36.8B AI-powered warehouse automation (Walmart anchor) SERV Serve Robotics $725M Sidewalk delivery robots, NVIDIA partnership
Financial Services (1 · $37.4B)
Ticker Name Mkt Cap Description IX Orix Corp $37.4B Japan financial conglomerate
AI Defense / LE (1 · $31.1B)
Ticker Name Mkt Cap Description AXON Axon Enterprise $31.1B Tasers + body cams + AI analytics for police
Enterprise CX (1 · $26.7B)
Ticker Name Mkt Cap Description MTCPY Mitel $26.7B Maybe defunct
Database (1 · $21.3B)
Ticker Name Mkt Cap Description MDB MongoDB $21.3B Document DB with vector search for RAG, Atlas Vector Search
Real Estate (1 · $20.9B)
Ticker Name Mkt Cap Description BEKE KE Holdings $20.9B Chinese real estate platform
AI Adtech / CTV (1 · $18.9B)
Ticker Name Mkt Cap Description ROKU Roku $18.9B CTV platform with AI for ad targeting and recommendations
Telecom (1 · $16.9B)
Ticker Name Mkt Cap Description TLK Telkom Indonesia $16.9B Indonesian telecom
AI Industrial / Fleet (1 · $16.8B)
Ticker Name Mkt Cap Description IOT Samsara $16.8B Connected operations cloud with AI dashcams and fleet AI
Web/AI (2 · $15.7B)
Ticker Name Mkt Cap Description GDDY GoDaddy $11.3B Domain + hosting; AI tools for SMB WIX Wix.com $4.4B Website builder with AI-powered creation tools
AI Industrial / Geospatial (1 · $14.9B)
Ticker Name Mkt Cap Description TRMB Trimble $14.9B Geospatial/construction tech with AI
AI Content (1 · $14.3B)
Ticker Name Mkt Cap Description NWSA News Corp $14.3B AI training-data licensing (OpenAI/Google deals)
AI Defense / Earth Obs (1 · $14.1B)
Ticker Name Mkt Cap Description PL Planet Labs $14.1B Daily Earth imagery with AI analytics for defense/gov
AI Security / Identity (1 · $13.7B)
Ticker Name Mkt Cap Description OKTA Okta $13.7B Identity platform; AI for risk-based auth
Enterprise AI / Govt (1 · $13.5B)
Ticker Name Mkt Cap Description TYL Tyler Technologies $13.5B Public sector software with AI for gov workflows
AI Agents / RPA (3 · $13.3B)
Ticker Name Mkt Cap Description PEGA Pegasystems $6.1B BPM/CRM platform with Pega GenAI Blueprint PATH UiPath $5.5B RPA platform pivoting to agentic automation APPN Appian $1.7B Low-code BPM with AI Agent Studio
AI Security / Data (1 · $11.9B)
Ticker Name Mkt Cap Description RBRK Rubrik $11.9B Data security with Ruby AI copilot
AI Adtech / Consumer (1 · $11.9B)
Ticker Name Mkt Cap Description PINS Pinterest $11.9B Visual discovery with AI image recognition and ad targeting
GenAI/Consumer (3 · $11.7B)
Ticker Name Mkt Cap Description BILI Bilibili $9.3B Chinese video; AI tools for creators WB Weibo $2.1B Chinese social; some AI exposure ZH Zhihu $286M Chinese Q&A platform with AI
Hybrid Cloud (1 · $11.6B)
Ticker Name Mkt Cap Description NTNX Nutanix $11.6B Hybrid cloud with GPT-in-a-Box for on-prem AI inference
Enterprise AI / CX (3 · $11.3B)
Ticker Name Mkt Cap Description NICE NICE Ltd $5.7B CX cloud with CXone Mpower agentic AI for contact centers RNG RingCentral $3.9B UCaaS with RingCX and AI receptionist FIVN Five9 $1.7B Contact center with Genius AI Agents
Data Streaming (1 · $11.1B)
Ticker Name Mkt Cap Description CFLT Confluent $11.1B Kafka streaming for real-time AI pipelines
AV / eVTOL (2 · $11.1B)
Ticker Name Mkt Cap Description JOBY Joby Aviation $10.3B eVTOL air taxis with autonomous control EH EHang $756M Chinese eVTOL with autonomous flight
Robotics / Vision (1 · $10.4B)
Ticker Name Mkt Cap Description CGNX Cognex $10.4B Machine vision with deep learning for factory automation
AI Education (4 · $10.1B)
Ticker Name Mkt Cap Description DUOL Duolingo $4.9B Language app with Duolingo Max GPT-powered tutoring LRN Stride Inc $4.0B K-12 online schools using AI for personalized learning COUR REPORT Coursera $1.0B Online learning with Coursera Coach AI tutor NRDY Nerdy $215M Varsity Tutors with Nerdy AI Learning Assistant
AI Developer / Construction (1 · $8.0B)
Ticker Name Mkt Cap Description PCOR Procore Technologies $8.0B Construction mgmt SaaS with Procore Copilot
Search/Vector DB (1 · $5.1B)
Ticker Name Mkt Cap Description ESTC Elastic $5.1B Search platform with vector DB for RAG
AI Defense / AV (1 · $4.9B)
Ticker Name Mkt Cap Description ACHR Archer Aviation $4.9B eVTOL with autonomous control
Voice AI (2 · $4.5B)
Ticker Name Mkt Cap Description SOUN SoundHound AI $4.0B Conversational voice AI for restaurants/automotive/IoT CRNC Cerence $459M In-car voice AI platform; LLM-based CaLLM stack
AV Sensors (3 · $3.1B)
Ticker Name Mkt Cap Description OUST Ouster $1.9B Digital lidar for AVs and robotics AEVA Aeva $1.0B FMCW 4D lidar for autonomous vehicles INVZ Innoviz $161M Solid-state lidar for OEM ADAS
Enterprise AI Services (1 · $3.0B)
Ticker Name Mkt Cap Description KD Kyndryl $3.0B IT services spun from IBM; AI/cloud transformation
Data Warehouse (1 · $2.9B)
Ticker Name Mkt Cap Description TDC Teradata $2.9B Enterprise data warehouse with VantageCloud for AI/ML
Space / AI Defense (1 · $1.9B)
Ticker Name Mkt Cap Description RDW Redwire $1.9B Space infrastructure with AI for satellites
Enterprise AI / Finance (1 · $1.8B)
Ticker Name Mkt Cap Description BL BlackLine $1.8B Finance close automation with AI agents
Auto Aftermarket (1 · $1.2B)
Ticker Name Mkt Cap Description XPEL XPEL $1.2B Tangentially AI; paint protection film
Lab Automation (1 · $847M)
Ticker Name Mkt Cap Description AZTA Azenta $847M Lab/sample automation; ex-Brooks Automation
Notes on coverage:
US-tradeable = NYSE, NASDAQ, AMEX, US OTC ADRs/GDRs available through major brokers (Fidelity, Schwab, IBKR). Most foreign giants accessible: Samsung SSNLF, Tokyo Electron TOELY, Shin-Etsu SHECY, Infineon IFNNY, Hitachi HTHIY, Tencent TCEHY, Alibaba BABA, Foxconn HNHPF, Toyota TM, SK Hynix HXSCL.ILLIQUID flag : ticker exists in your broker (Fidelity/Schwab/IBKR show it) but trades very thin volume — wide bid/ask spreads, intermittent fills. Examples: SK Hynix HXSCL (zero daily volume, $720/$2200 bid-ask seen at Fidelity). Check the live order book before placing trades.FOREIGN flag : primary listing on foreign exchange with no US OTC presence. Currently only MediaTek (2454.TW). Listed for sector understanding.Excluded: private companies (Cerebras pending IPO, Tenstorrent, Groq, MatX, Fervo Energy, Anthropic, OpenAI, Databricks, Lambda). ETFs (SOXX, SMH, URA, IGV).Caveat: Stocks listed once even if they span multiple categories.