AI Stock Categories
Every layer of the AI buildout, ranked by market value and performance.
| # | Category | Stocks | Market Capâŧ | AI-Exposed Cap | 24h | 7d |
|---|---|---|---|---|---|---|
| 1 | đ§ Foundation Models | 19 | $25.50T | $15.61T | +0.92% | -0.32% |
| 2 | âī¸Cloud & Hyperscalers | 41 | $19.38T | $14.22T | +1.13% | -2.06% |
| 3 | đ˛Semiconductors | 66 | $17.47T | $11.75T | +2.69%65 of 66 stocks | -7.74%65 of 66 stocks |
| 4 | đ ī¸AI Software & Platforms | 36 | $12.71T | $8.26T | -0.12% | +2.67% |
| 5 | đģAI Applications | 53 | $7.95T | $5.03T | -0.18%52 of 53 stocks | -0.02%52 of 53 stocks |
| 6 | đ¤Robotics & Automation | 44 | $6.84T | $2.99T | +0.76%43 of 44 stocks | +1.30%43 of 44 stocks |
| 7 | đAutonomous Vehicles | 39 | $6.55T | $5.39T | +3.05% | -8.42% |
| 8 | đChip Equipment & Foundries | 38 | $4.41T | $2.85T | +5.21%37 of 38 stocks | -8.79%37 of 38 stocks |
| 9 | đĄī¸Defense & Aerospace AI | 45 | $3.11T | $1.13T | +5.66%44 of 45 stocks | -4.04%44 of 45 stocks |
| 10 | đĨAI Healthcare | 34 | $2.76T | $450.41B | -0.65% | -1.45% |
| 11 | đžMemory & Storage | 9 | $2.09T | $1.52T | +3.17% | -19.45% |
| 12 | âĄPower & Energy | 62 | $1.84T | $635.05B | +1.82% | -9.13% |
| 13 | đĸData Centers & Hardware | 65 | $1.78T | $847.60B | +2.89%64 of 65 stocks | -9.98%64 of 65 stocks |
| 14 | âī¸Raw Materials & Mining | 37 | $1.56T | $359.73B | +0.58% | -2.00% |
| 15 | đUtilities & Grid | 42 | $1.34T | $450.66B | +0.32% | -2.54% |
| 16 | đCybersecurity AI | 25 | $1.32T | $408.22B | -0.32% | -10.48% |
| 17 | đNetworking & Optics | 24 | $887.86B | $588.84B | +5.03% | -9.75% |
| 18 | âī¸Cooling & Thermal | 10 | $423.01B | $200.36B | +1.53% | -6.97% |
| 19 | âī¸Quantum Computing | 12 | $342.77B | $127.61B | +2.25% | -2.65% |
| 20 | đ¤AI Services | 10 | $273.80B | $91.99B | -1.61% | +0.56% |
| 21 | đŠī¸Neoclouds | 23 | $180.29B | $124.34B | +6.97% | -7.94% |
| 22 | đ§EMS & Manufacturing | 9 | $110.87B | $68.84B | +2.42% | -16.42% |
Stocks can belong to multiple categories, so category totals overlap. AI-Exposed Cap weights each stock by its AI Exposure Score.
Browse by layer
Raw Materials & Mining
Copper, rare earths, uranium, lithium, and the miners supplying the physical inputs of the AI and data center buildout.
37 stocks
Power & Energy
Independent power producers, nuclear and SMRs, natural gas, generators, fuel cells, and storage generating the power behind AI data centers.
62 stocks
Utilities & Grid
Regulated utilities with data-center demand, transmission and distribution, grid equipment, and the electrical contractors wiring the buildout.
42 stocks
Chip Equipment & Foundries
Semiconductor manufacturing equipment, materials, and the foundries that fabricate the chips of the AI era.
38 stocks
Semiconductors
Companies designing AI chips, GPUs, and specialized processors powering AI workloads.
66 stocks
Memory & Storage
HBM, DRAM, NAND, and enterprise storage: the memory layer feeding data-hungry AI compute.
9 stocks
Networking & Optics
Switches, interconnects, optics, and photonics moving data inside and between AI clusters.
24 stocks
Data Centers & Hardware
Data center REITs, operators, developers, and the server and rack hardware housing the world's AI compute.
65 stocks
Cooling & Thermal
Chillers, liquid cooling, HVAC, and thermal management keeping AI data centers within operating temperature.
10 stocks
EMS & Manufacturing
Contract manufacturers building the AI servers, switches, racks, and circuit boards of the buildout.
9 stocks
Neoclouds
GPU-first cloud providers and AI compute specialists renting out the picks and shovels of the supercycle.
23 stocks
Cloud & Hyperscalers
Hyperscale cloud platforms delivering AI compute, models, and services at global scale.
41 stocks
Quantum Computing
Companies building quantum computers and selling access to them, a long-horizon bet on compute that classical machines cannot deliver.
12 stocks
Foundation Models
Companies that train their own foundation models, the large general-purpose systems other software is built on. Using someone else's model does not count.
19 stocks
AI Software & Platforms
Enterprise AI platforms, developer tools, and data infrastructure software.
36 stocks
AI Applications
The application layer: software products with AI at the core of what the user touches.
53 stocks
AI Services
Consultancies, integrators, and data-services firms whose business is building and deploying AI for other companies. They sell work, not product.
10 stocks
Cybersecurity AI
AI-powered threat detection, security analytics, and cyber defense platforms.
25 stocks
Robotics & Automation
AI-powered robots, humanoids, drones, and industrial automation systems.
44 stocks
Autonomous Vehicles
Self-driving technology companies and AI-powered transportation systems.
39 stocks
AI Healthcare
Companies applying AI to drug discovery, diagnostics, and healthcare delivery.
34 stocks
Defense & Aerospace AI
Military, space, and defense applications of artificial intelligence and autonomous systems.
45 stocks