The stocks powering tomorrow
Meet the companies building the future—while it's still being built
- Companies with >30% revenue from AI products/services
- Critical AI infrastructure providers (chips, cloud, data centers)
- Market leaders in AI implementation
- Top 20 AI-focused companies by major research firms
NVIDIA Corporation - Common Stock
NVIDIA Corporation is a leading designer of graphics processing units, data center accelerated computing platforms, and AI software. The company benefits from surging demand in artificial intelligence and robust performance in its core gaming and professional visualization segments. Its strong profitability and high growth are driven by technological leadership and a sticky software ecosystem.
Microsoft Corporation - Common Stock
Microsoft is a dominant technology conglomerate diversified across cloud computing, productivity software, and gaming. Its extensive product portfolio and strong market positions, especially in enterprise software and cloud services, underpin its robust financial performance and competitive moat. While growth remains strong, maintaining its expansive lead in emerging AI technologies is crucial.
Alphabet Inc. - Class A Common Stock
Alphabet Inc. is a dominant force in digital advertising and cloud computing, underpinned by its ubiquitous Google Search and Android ecosystem. The company demonstrates strong profitability and continued innovation in AI, yet faces increasing regulatory scrutiny and fierce competition in its key segments.
Amazon.com, Inc. - Common Stock
Amazon.com, Inc. stands as a dominant force in global e-commerce, cloud computing (AWS), and digital advertising. Its diversified business model, underpinned by robust infrastructure and a loyal customer base via Prime, positions it for continued growth, though it must navigate increasing competition and regulatory scrutiny.
Taiwan Semiconductor Manufacturing Company Ltd.
TSMC is the undisputed global leader in advanced semiconductor foundry services, holding a dominant market share of nearly 70%. Its crucial role in manufacturing cutting-edge chips for AI, high-performance computing, and smartphones makes it an indispensable partner for major tech innovators. The business demonstrates strong profitability and operational efficiency, driven by its technological leadership and massive scale.
Advanced Micro Devices, Inc. - Common Stock
Advanced Micro Devices is a prominent semiconductor company excelling in CPUs, GPUs, and rapidly expanding its footprint in the AI hardware market. Its business model is diversified across key growth segments, but the dynamic industry landscape demands continuous innovation and strong execution.
Broadcom Inc. - Common Stock
Broadcom is a leading semiconductor and infrastructure software company, a result of significant consolidation. It boasts a diverse portfolio, serving key markets like AI networking and enterprise software. The company's strategic acquisitions have bolstered its market position and technological breadth, making it a crucial player in global technology infrastructure.
Super Micro Computer, Inc. - Common Stock
Super Micro Computer is a pivotal provider of high-performance server and storage solutions, benefiting from strong demand in AI, cloud, and edge computing markets. Its modular architecture offers flexibility, but the company operates with relatively thin profit margins in a highly competitive sector.
Snowflake Inc. Common Stock
Snowflake is a leading cloud-native data platform known for its unique architecture separating storage and compute, enabling highly scalable data management and analytics. Despite strong customer retention and innovation in AI, the company faces profitability challenges with consistent net losses.
Micron Technology, Inc. - Common Stock
Micron Technology is a leading semiconductor company specializing in memory and storage chips, primarily DRAM and NAND, critical for AI, data centers, and mobile devices. The company is experiencing a strong upcycle driven by AI demand, leading to record revenues and expanding margins. Its technological leadership in High-Bandwidth Memory (HBM) positions it favorably in the evolving market.
Salesforce, Inc. Common Stock
Salesforce is the dominant force in customer relationship management (CRM) technology, driven by its comprehensive platform and aggressive AI innovation. While it maintains a strong market position and diversified revenue streams, its ability to integrate acquisitions effectively and fend off fierce competition will dictate future growth.
Adobe Inc. - Common Stock
Adobe Inc. is a dominant software provider with a strong subscription model across creative, document, and digital experience markets. Its high-margin recurring revenue stream is a key strength, but the company faces increasing competitive pressures, particularly from rapidly evolving generative AI technologies.
ServiceNow, Inc. Common Stock
ServiceNow is a leading provider of cloud-based digital workflow solutions, enabling enterprise automation across IT, HR, and customer service. Its strong subscription model and strategic AI investments underscore its competitive advantage and robust financial performance. The company demonstrates consistent revenue growth and profitability, underpinned by a robust platform.
C3.ai, Inc. Class A Common Stock
C3.ai operates as a key player in the high-growth enterprise AI application software market. Despite its current unprofitability, the company leverages strategic partnerships and a comprehensive suite of AI applications to address complex business needs globally. Its model-driven architecture differentiates it in a competitive landscape.
Tesla, Inc. - Common Stock
Tesla, Inc. stands as a pioneer and leader in the electric vehicle (EV) and energy storage sectors. The company leverages its innovation in battery technology, manufacturing, and AI to disrupt traditional industries. While facing increasing competition and market maturity in EVs, its long-term potential hinges on advanced software like Full Self-Driving and new product categories.
Tencent Holdings Limited
Tencent is a dominant Chinese technology conglomerate with a vast ecosystem spanning social media (WeChat), gaming (world's largest publisher), fintech (WeChat Pay), and cloud services. Its strong network effects and diversified revenue streams provide resilience, though domestic market maturation and regulatory shifts present ongoing challenges. The company is actively investing in AI and global gaming expansion to drive future growth.
Alibaba Group Holding Limited
Alibaba Group is a digital commerce and cloud computing powerhouse in China, undergoing strategic restructuring. Its vast ecosystem drives strong network effects, but it faces intense competition and evolving regulatory landscapes, demanding agility for sustained growth and value creation.
Baidu, Inc.
Baidu is a leading Chinese internet and AI company with a dominant search engine, growing AI Cloud, and a significant position in intelligent driving. The company demonstrates resilience in its core business while investing heavily in next-generation AI technologies, positioning it for long-term growth, albeit with current profitability pressures from investments.
SenseTime Group Inc.
SenseTime is a leading AI software company in China, known for its computer vision technology and expansive platform offerings. Despite significant R&D investments driving innovation, the company continues to operate at a loss. Its long-term potential hinges on monetizing its advanced AI capabilities in a highly competitive and evolving market.
Intel Corporation - Common Stock
Intel is a foundational semiconductor company undergoing a significant transformation to regain its manufacturing and technological leadership. While facing intense competition and financial headwinds, its strategic investments in foundry services and new product development aim to revitalize its market position. The business model is sound, but its success hinges on flawless execution of its ambitious roadmap.
QUALCOMM Incorporated - Common Stock
QUALCOMM (QCOM) is a foundational technology leader in wireless communication, dominating advanced semiconductors and intellectual property licensing for 3G, 4G, and 5G. Despite cyclical smartphone headwinds, its strategic expansion into high-growth automotive and IoT markets, coupled with strong patent defensibility, positions it for long-term growth and resilience.
Arm Holdings plc - American Depositary Shares
Arm Holdings plc is a foundational intellectual property provider for the semiconductor industry, with its architecture powering nearly all smartphones. Its asset-light licensing model generates high margins and robust cash flow. The company is strategically expanding into high-growth sectors such as automotive, IoT, and data centers, positioning it as a high-quality business with significant future potential.
Oracle Corporation Common Stock
Oracle is a dominant enterprise software and cloud provider, transitioning to a high-growth cloud infrastructure model. Its strong database and application portfolio create high switching costs, while significant investments in AI-driven cloud services position it for future expansion, despite fierce competition and a substantial debt load.
International Business Machines Corporation Common Stock
IBM is a mature technology giant transforming to focus on hybrid cloud and AI. Its strategic shift towards higher-growth software and consulting, backed by a strong client base, is positive. However, it faces intense competition and the ongoing challenge of consistently delivering strong revenue growth in a dynamic market.
Equinix, Inc. - Common Stock
Equinix, Inc. is a leading global provider of interconnected data centers, foundational to the expanding digital economy and critical for artificial intelligence workloads. The company benefits from a robust recurring revenue model driven by colocation and interconnection services. Its extensive global footprint and neutral platform position it as a high-quality infrastructure provider.
Arista Networks, Inc. Common Stock
Arista Networks is a leader in data-driven, client-to-cloud networking solutions, particularly strong in AI and data center environments. Its robust Extensible Operating System (EOS) and focus on high-speed applications provide a compelling competitive edge. The company's consistent revenue growth and strong profitability highlight its fundamental business quality.
Dell Technologies Inc. Class C Common Stock
Dell Technologies is a leading provider of essential IT infrastructure and client solutions, serving a vast global customer base. The company benefits from a diversified revenue base across servers, storage, networking, and personal computers, underpinned by a strong supply chain and extensive enterprise relationships. While facing cyclical demand in its PC segment, Dell's strategic focus on high-growth areas like AI-optimized servers positions it for future growth.
Vertiv Holdings, LLC Class A Common Stock
Vertiv Holdings Co. is a prominent player in critical digital infrastructure, providing power and thermal management solutions crucial for data centers and communication networks. The company shows strong financial performance and is well-positioned to benefit from the growing demand for AI infrastructure, but faces a competitive landscape and potential integration risks.
Intuitive Surgical, Inc. - Common Stock
Intuitive Surgical, Inc. (ISRG) leads the robotic-assisted surgery market with its da Vinci system. A strong installed base and recurring revenue from instruments and services underpin a robust business model. Despite its premium valuation, the company maintains a strong competitive position.
Recursion Pharmaceuticals, Inc. - Class A Common Stock
Recursion Pharmaceuticals is a clinical-stage biotechnology company leveraging a sophisticated AI-driven platform to accelerate drug discovery. Despite significant collaborations and a diverse clinical pipeline, the company operates at a loss, which is typical for R&D-intensive biotechs, indicating a long path to potential profitability.
SoundHound AI, Inc. - Class A Common Stock
SoundHound AI is a leader in conversational AI, offering a robust platform for businesses across diverse sectors. While demonstrating rapid revenue growth, the company remains in a high-growth, unprofitable phase, requiring continued investment in technology and market expansion. The business model is promising in a burgeoning AI market.
UiPath, Inc. Class A Common Stock
UiPath is a leading player in the expanding robotic process automation (RPA) market, offering a comprehensive platform that integrates AI to automate enterprise workflows. Despite its market leadership and robust technology, the company has faced recent share price depreciation, signaling investor caution regarding its growth trajectory and profitability at scale.
Datadog, Inc. - Class A Common Stock
Datadog, a leader in cloud-native observability and security, demonstrates strong market positioning with robust gross margins. While currently profitable, its high valuation metrics suggest expectations for continued rapid growth and market share expansion. The company's platform is integral to modern cloud infrastructure.
MongoDB, Inc. - Class A Common Stock
MongoDB is a leader in the NoSQL database market with its flexible, scalable, and cloud-native solutions. Its Atlas platform drives significant recurring revenue and caters to modern application development needs. While innovative, the company is still navigating profitability challenges, reflected in recent losses, but shows strong revenue growth.
Cloudflare, Inc. Class A Common Stock
Cloudflare is a leading cloud services provider specializing in web security, performance, and developer tools. Despite strong revenue growth, the company is not yet consistently profitable. Its extensive global network and integrated platform are key strengths, addressing critical needs for businesses operating online.
CrowdStrike Holdings, Inc. - Class A Common Stock
CrowdStrike is a leader in cloud-native cybersecurity, offering a unified platform for endpoint, cloud workload, identity, and data protection. Its SaaS model drives recurring revenue, but the company is currently not profitable. Its AI-powered capabilities position it well in a critical, growing market.
Palo Alto Networks, Inc. - Common Stock
Palo Alto Networks is a leading cybersecurity platform provider with strong recurring revenue and a comprehensive product suite. It benefits from the accelerating shift towards integrated security solutions and AI-powered threat prevention, solidifying its market position despite an intensely competitive landscape. Its platformization strategy drives customer stickiness and upsell opportunities.
Warner Bros. Discovery, Inc. - Series A Common Stock
Warner Bros. Discovery (WBD) is a global media and entertainment giant with a vast content library across streaming, studios, and linear networks. The business model benefits from diversified revenue streams, but faces challenges from declining linear TV and the high cost of content production in a competitive streaming landscape. Management is actively navigating a complex industry transition.
ASML Holding N.V. - New York Registry Shares
ASML is the dominant global leader in lithography equipment, a critical component for semiconductor manufacturing, holding approximately 90% market share. Its indispensable technology enables advanced chip production, underpinning the digital economy's growth. The company benefits from a strong competitive moat and high barriers to entry, making it a high-quality, essential business in the technology sector.
Lam Research Corporation - Common Stock
Lam Research is a critical enabler in the semiconductor industry, providing essential wafer fabrication equipment. Its deep technological expertise in etch and deposition processes underpins the creation of advanced integrated circuits, positioning it as a foundational player in a high-growth sector. The company's consistent innovation and strategic customer relationships affirm its robust business quality.
Applied Materials, Inc. - Common Stock
Applied Materials is a critical enabler of the semiconductor industry, providing essential materials engineering solutions and equipment. Its strong market position is underpinned by deep technological expertise and a diversified product portfolio, making it a robust, albeit cyclical, business.
Synopsys, Inc. - Common Stock
Synopsys, Inc. is a leading provider of electronic design automation (EDA) software and intellectual property (IP) solutions, critical for the semiconductor and electronics industries. The company benefits from secular digitalization and the increasing complexity of chip design, offering a comprehensive and integrated portfolio to a broadening customer base. Its essential tools drive innovation in chip development.
Cadence Design Systems, Inc. - Common Stock
Cadence Design Systems is a leading provider of essential computational software and hardware for chip and system design, benefiting from the growing complexity of semiconductors and the surge in AI. Its robust R&D and strategic collaborations position it well, yet intense competition remains a core challenge.
GDS Holdings Limited - American Depositary Shares
Analysts maintain a 'Strong Buy' consensus for GDS, with an average price target suggesting significant upside. However, high debt and intense competition present notable risks. The risk-reward ratio is favorable for long-term growth investors willing to embrace volatility in the Chinese data center market.
Illumina, Inc. - Common Stock
Illumina, Inc. is a dominant force in genomic sequencing, providing essential instruments, consumables, and services. Its business model, heavily reliant on recurring, high-margin consumables, is underpinned by a vast global installed base. However, the company is navigating a landscape of intensifying competition and ongoing regulatory pressures, particularly concerning its Grail acquisition, which could influence its near-term growth trajectory and profitability.
Applied Digital Corporation - Common Stock
Applied Digital Corporation operates in the high-growth digital infrastructure sector, focusing on HPC and AI. The company is rapidly expanding its data center capacity to meet increasing demand for GPU computing solutions, attracting significant partners like CoreWeave. While the business model addresses a critical market need, the company is currently unprofitable and in a heavy investment phase.
Credo Technology Group Holding Ltd - Ordinary Shares
Credo Technology Group is a leading provider of high-speed connectivity solutions, critically positioned within the booming AI infrastructure market. The company boasts proprietary SerDes and DSP technologies, enabling high performance at lower costs. Strong revenue growth and expanding margins highlight its operational efficiency and increasing demand.
Meta Platforms, Inc. - Class A Common Stock
Meta Platforms is a dominant force in social media and digital advertising, boasting a massive global user base across its Family of Apps. The company exhibits strong profitability and is strategically investing heavily in artificial intelligence and its Reality Labs segment, aiming to shape the next era of computing. This strong core business provides a substantial foundation for future innovation.
Apple Inc. - Common Stock
Apple is a premier technology giant renowned for its strong brand, robust ecosystem, and high-margin services. The company consistently innovates in hardware and software, maintaining a loyal customer base and strong pricing power. While growth in mature markets may slow, strategic expansions and new product categories offer continued opportunities.
MARA Holdings, Inc. - Common Stock
MARA Holdings, Inc. is a digital infrastructure company focused on Bitcoin mining and AI compute, leveraging energy assets. Despite recent revenue growth, the company faces significant profitability challenges, indicated by substantial net losses in its latest annual filing, making it a high-risk, high-reward proposition.
Riot Platforms, Inc. - Common Stock
Riot Platforms operates as a Bitcoin mining and data center hosting company, alongside an engineering segment. While the business model is capital-intensive and exposed to cryptocurrency price volatility, its vertical integration and strategic power contracts offer some defensibility.
Marvell Technology, Inc. - Common Stock
Marvell Technology is a leading fabless semiconductor designer focused on critical data infrastructure. With robust solutions for AI, 5G, and cloud, the company is well-positioned for long-term growth, leveraging its specialized expertise and strategic acquisitions, despite the inherent cyclicality of the semiconductor market.
Okta, Inc. - Class A Common Stock
Okta is a prominent player in the Identity and Access Management (IAM) market, offering critical cloud-native security solutions for both workforce and customer identities. The company benefits from a comprehensive product portfolio and strong customer retention, but faces challenges from increasing competition and decelerating revenue growth. Its strategic acquisition of Auth0 has bolstered its capabilities in customer identity management.
Fortinet, Inc. - Common Stock
Fortinet is a leading cybersecurity provider, leveraging proprietary ASICs and a unified operating system to deliver high-performance, integrated security. The company reported strong Q4 2025 results with 15% revenue growth and robust billings, but navigates an intensely competitive and rapidly evolving threat landscape.
Autodesk, Inc. - Common Stock
Autodesk is a leading provider of 3D design software, crucial for industries like architecture, engineering, construction, and manufacturing. Its subscription-based model ensures recurring revenue and high gross margins. The company benefits from a strong product portfolio and global market reach, but faces intense competition and potential macroeconomic headwinds.
Synaptics Incorporated - Common Stock
Synaptics Incorporated is a semiconductor company focusing on human interface and IoT solutions. While facing some profitability challenges, its pivot to Edge AI and strong position in niche markets like premium touchpads and automotive displays show potential. The business model benefits from high switching costs in integrated solutions.
Monolithic Power Systems, Inc. - Common Stock
Monolithic Power Systems (MPWR) is a leading provider of semiconductor-based power electronics solutions, capitalizing on the increasing demand for energy efficiency in high-growth markets like AI, electric vehicles (EVs), and cloud computing. Its fabless model and focus on integrated power ICs underpin strong growth, albeit with intense competition in the semiconductor sector.
Veeva Systems Inc. Class A Common Stock
Veeva Systems is a leading provider of cloud-based software for the highly regulated life sciences industry. Its specialized solutions across commercial, R&D, and data segments drive efficiency and compliance for pharmaceutical and biotech companies. The business model is robust, characterized by high recurring revenue and strong customer retention.
Zscaler, Inc. - Common Stock
Zscaler, Inc. is a leading cloud security provider offering robust cyberthreat and data protection through its Zero Trust Exchange platform. The company is well-positioned in a growing market for cloud-native security, though it currently operates at a net loss despite strong revenue growth.
CDW Corporation - Common Stock
CDW Corporation provides comprehensive IT solutions, including hardware, software, and services, to a diverse client base across commercial, government, and education sectors. The company leverages its extensive portfolio and customer relationships to maintain a strong market position, benefiting from ongoing digital transformation trends.
HubSpot, Inc. Common Stock
HubSpot is a leading cloud-based CRM platform specializing in inbound marketing, sales, and customer service solutions for mid-market businesses. Its integrated 'growth platform' approach fosters customer retention and cross-selling, underpinning a solid business model despite fierce competition in the software application sector. The company is actively expanding its AI capabilities and international presence.
Unity Software Inc. Common Stock
Unity provides a leading platform for real-time 3D content creation, widely adopted in gaming and increasingly in other industries. Despite its strong market position in game development, the company has faced profitability challenges and volatility in its monetization strategies, indicating a complex path to consistent financial performance.
Roblox Corporation Class A Common Stock
Roblox operates a massive user-generated content platform, dominant in electronic gaming and metaverse experiences. While user engagement is strong, profitability remains a challenge due to high operating expenses and a complex monetization model. The company's innovative approach positions it for future growth, but execution on financial performance is critical.
Duolingo, Inc. - Class A Common Stock
Duolingo is the clear market leader in gamified language learning, driven by a strong freemium model and AI innovation. Its extensive user base and data flywheel create a powerful competitive moat. However, a premium valuation requires continued robust growth and successful expansion into new educational verticals to justify current prices.
Upstart Holdings, Inc. - Common stock
Upstart leverages its cloud-based AI platform to disrupt traditional credit assessment, aiming to expand access to loans while managing risk for lenders. Despite innovative technology and a capital-efficient model, the company operates in a sensitive lending market and is in the process of solidifying consistent profitability.
ZIM Integrated Shipping Services Ltd. Ordinary Shares
ZIM Integrated Shipping Services Ltd. is a global container shipping company known for its asset-light model and focus on niche trades. While it experienced significant profitability during recent supply chain disruptions, the business is now navigating a period of increased fleet capacity and normalizing freight rates. The long-term outlook will depend on its ability to adapt to industry volatility.
So-Young International Inc. - American Depository Shares
So-Young International Inc. operates a comprehensive online platform for consumption healthcare services in China, covering medical aesthetics and broader wellness. While the company demonstrates revenue growth, it is currently unprofitable, facing strong competition in a dynamic market. Its integrated ecosystem and proprietary products offer potential, but profitability remains a challenge.
Atlassian Corporation - Class A Common Stock
Atlassian is a leading provider of collaboration software, boasting a sticky product ecosystem with Jira, Confluence, and Trello. While currently operating at a net loss, its strong gross margins and strategic shift towards cloud and AI integration position it as a fundamentally sound business within the enterprise software market.
Canadian Solar Inc. - Common Shares
Canadian Solar Inc. is a vertically integrated solar energy company offering solar modules, battery storage solutions, and developing and operating solar power projects globally. While it has established a strong position in a growing renewable energy market, recent financial performance indicates profitability challenges. The company's diverse operations in manufacturing and project development offer both opportunities and risks.
Enphase Energy, Inc. - Common Stock
Enphase Energy is a leader in residential solar microinverter technology, building an integrated home energy ecosystem with storage and software. Despite recent revenue dips due to market challenges, its robust technology and focus on comprehensive solutions offer long-term potential in the growing distributed energy market.
HP Inc. Common Stock
HP Inc. is a leading global provider of personal computing and printing solutions, with strategic investments in areas like 3D printing. It operates in mature but evolving markets, focusing on both commercial and consumer segments. The business model is solid, driven by brand recognition and scale, but faces ongoing competitive and economic pressures.