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Trend

Artificial Intelligence

AI is reshaping every industry, from how companies build software to how drugs are discovered. The companies in this space range from the chip makers that power AI to the platforms that sell it to businesses.

67
companies
23
pure play
41
major beneficiary
3
indirect exposure
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

Scores 10/10 for AI Infrastructure.

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HXSCLHXSCL
HXSCL
SK Hynix
Pure Play

Scores 10/10 for AI Hardware.

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CEGCEG
CEG
Constellation Energy
Pure Play

Scores 9/10 for AI Data Center Power.

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MRVLMRVL
MRVL
Marvell Technology
Pure Play

Scores 9/10 for AI Chips.

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VRTVRT
VRT
Vertiv
Pure Play

Scores 9/10 for AI Infrastructure.

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LDOSLDOS
LDOS
Leidos
Pure Play

Scores 9/10 for Government AI.

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GTLBGTLB
GTLB
GitLab
Pure Play

Scores 9/10 for AI Code Generation. Also relevant to Enterprise AI.

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IBMIBM
IBM
IBM
Pure Play

Scores 9/10 for Enterprise AI.

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DELLDELL
DELL
Dell
Pure Play

Scores 9/10 for AI Infrastructure.

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BIDUBIDU
BIDU
Baidu
Pure Play

Scores 9/10 for Artificial Intelligence.

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DTDT
DT
Dynatrace
Pure Play

Scores 9/10 for AI-Powered Monitoring.

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SNPSSNPS
SNPS
Synopsys
Pure Play

Scores 9/10 for AI Chip Design.

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CDNSCDNS
CDNS
Cadence Design
Pure Play

Scores 9/10 for AI Chip Design.

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PSTGPSTG
PSTG
Pure Storage
Pure Play

Scores 9/10 for AI Infrastructure.

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HPEHPE
HPE
Hewlett Packard Enterprise
Pure Play

Scores 9/10 for AI Infrastructure.

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CRWVCRWV
CRWV
CoreWeave
Pure Play

Scores 9/10 for AI Infrastructure.

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CLSCLS
CLS
Celestica
Pure Play

Scores 9/10 for AI Infrastructure.

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EQIXEQIX
EQIX
Equinix
Pure Play

Scores 9/10 for AI Infrastructure.

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DLRDLR
DLR
Digital Realty
Pure Play

Scores 9/10 for AI Infrastructure.

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APPAPP
APP
AppLovin
Pure Play

Scores 9/10 for AI in Advertising.

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DUOLDUOL
DUOL
Duolingo
Pure Play

Scores 9/10 for AI Tutoring.

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