·
Theme · 142 companies

Artificial Intelligence

The defining technology of this decade.

24
pure play
60
major beneficiary
58
indirect exposure

Who's connected.
And how.

01 / 44 themes
Pure Play
Core business is this trend
NVDANVDA
NVDA
NVIDIA
Pure Play

Designs the H100 and H200 GPUs that power virtually every major AI model in existence. Without NVIDIA chips, there is no AI boom. Its CUDA software platform means developers build on NVIDIA by default.

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PLTRPLTR
PLTR
Palantir
Pure Play

Sells AI analytics platforms to governments and large enterprises. One of the few pure-play AI software companies at scale. Its AIP platform connects AI to real business data.

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SMCISMCI
SMCI
Super Micro Computer
Pure Play

Linked to AI Infrastructure. Customers include Microsoft, Alphabet and Meta. Competes with Dell Technologies and HP Enterprise.

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HXSCLHXSCL
HXSCL
SK Hynix
Pure Play

Linked to AI Hardware. Customers include Nvidia and Apple. Competes with Samsung and Micron.

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CEGCEG
CEG
Constellation Energy
Pure Play

Linked to AI Data Center Power. Relies on Cameco. Competes with Vistra and NextEra Energy.

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MRVLMRVL
MRVL
Marvell Technology
Pure Play

Linked to AI Chips. Customers include Amazon, Alphabet and Meta. Competes with Broadcom and Qualcomm.

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VRTVRT
VRT
Vertiv
Pure Play

Linked to AI Infrastructure. Customers include Microsoft, Alphabet and Amazon. Competes with Eaton and Hubbell.

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LDOSLDOS
LDOS
Leidos
Pure Play

Linked to Government AI. Relies on Microsoft and Amazon. Competes with Accenture and Northrop Grumman.

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GTLBGTLB
GTLB
GitLab
Pure Play

Linked to AI Code Generation and Enterprise AI. Customers include Google and Amazon. Competes with Microsoft (GitHub) and Atlassian.

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IBMIBM
IBM
IBM
Pure Play

Linked to Enterprise AI. Customers include JPMorgan Chase and Goldman Sachs. Competes with Microsoft and Oracle.

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DELLDELL
DELL
Dell
Pure Play

Linked to AI Infrastructure. Customers include Microsoft and Meta. Competes with HP Inc and HP Enterprise.

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BIDUBIDU
BIDU
Baidu
Pure Play

Linked to Artificial Intelligence. Relies on NVIDIA and TSMC. Competes with Google and Alibaba.

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DTDT
DT
Dynatrace
Pure Play

Linked to AI-Powered Monitoring. Relies on Amazon and Microsoft. Competes with Datadog and Elastic.

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SNPSSNPS
SNPS
Synopsys
Pure Play

Linked to AI Chip Design. Customers include NVIDIA, AMD and Intel. Competes with Cadence Design Systems and Microsoft.

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CDNSCDNS
CDNS
Cadence Design
Pure Play

Linked to AI Chip Design. Customers include NVIDIA, AMD and Broadcom. Competes with Synopsys and Microsoft.

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PSTGPSTG
PSTG
Pure Storage
Pure Play

Linked to AI Infrastructure. Customers include Microsoft and Google. Competes with NetApp and Western Digital.

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HPEHPE
HPE
Hewlett Packard Enterprise
Pure Play

Linked to AI Infrastructure. Customers include Microsoft and Goldman Sachs. Competes with Dell Technologies and IBM.

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CRWVCRWV
CRWV
CoreWeave
Pure Play

Linked to AI Infrastructure. Customers include Microsoft and Meta. Competes with Amazon (AWS) and Microsoft (Azure).

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CLSCLS
CLS
Celestica
Pure Play

Linked to AI Infrastructure. Customers include Microsoft, Amazon and NVIDIA. Competes with Jabil and Flex.

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EQIXEQIX
EQIX
Equinix
Pure Play

Linked to AI Infrastructure. Customers include Microsoft, Amazon and Google. Competes with Digital Realty and American Tower.

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DLRDLR
DLR
Digital Realty
Pure Play

Linked to AI Infrastructure. Customers include Microsoft, Meta and Amazon. Competes with Equinix and American Tower.

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APPAPP
APP
AppLovin
Pure Play

Linked to AI in Advertising. Competes with Google (AdMob) and Meta Audience Network.

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DUOLDUOL
DUOL
Duolingo
Pure Play

Linked to AI Tutoring. Relies on Amazon and OpenAI. Competes with Google (Learn) and Alibaba (Education).

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GOOGGOOG
GOOG
Alphabet Class C
Pure Play

Linked to AI. Competes with Alphabet A and Microsoft.

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