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 is a dominant player in the GPU and AI chip market, leveraging its CUDA software platform for a strong ecosystem lock-in. While growth has been phenomenal, the business quality remains high due to its critical role in the expanding AI infrastructure.
Microsoft Corporation Common Stock
Microsoft is a technology giant with strong positions in cloud computing, productivity software, and gaming. Its diversified business model, strong recurring revenue, and relentless focus on innovation, particularly in AI, underpin its robust performance. The company’s ecosystem provides a significant competitive moat and consistent profitability.
Alphabet Inc. Class A Common Stock
Alphabet Inc. is a high-quality business dominating digital advertising and rapidly growing in cloud computing, fueled by significant investments in AI. Its robust ecosystem provides a durable competitive advantage, but it faces increasing regulatory headwinds and intense market competition.
Amazon.com Inc. Common Stock
Amazon is a dominant e-commerce and cloud computing leader with strong logistics and an expansive AWS segment. Despite its scale, it continues to innovate and capture market share in multiple sectors, exhibiting robust financial performance and significant free cash flow generation. The diversified business model provides resilience against economic fluctuations.
Taiwan Semiconductor Manufacturing Company Ltd.
TSM is the world's largest pure-play semiconductor foundry, holding a dominant market share. Its advanced process technologies and robust customer base underpin a strong business model, though it faces geopolitical and intense capital expenditure demands. The business quality is high, driven by its indispensable role in the global tech supply chain.
Advanced Micro Devices Inc. Common Stock
Advanced Micro Devices is a leading semiconductor company poised for continued growth, particularly in the burgeoning AI and data center markets. While its core CPU and GPU businesses remain strong, strategic acquisitions and innovation in adaptive SoCs enhance its competitive edge against established rivals. The business model demonstrates resilience and strategic foresight.
Broadcom Inc. Common Stock
Broadcom Inc. is a leading designer and global supplier of semiconductor devices and infrastructure software solutions. The company's diversified portfolio and strategic acquisitions, like VMware, position it strongly in critical technology sectors. It demonstrates robust profitability and cash flow, but also carries significant debt from its acquisition strategy.
Super Micro Computer Inc. Common Stock
Super Micro Computer (SMCI) is a leading provider of high-performance server and storage solutions, particularly excelling in the rapidly expanding artificial intelligence (AI) and high-performance computing (HPC) markets. Its modular, open-standard architecture provides flexibility and efficiency, positioning it well within a critical segment of the technology infrastructure landscape.
Snowflake Inc. Common Stock
Snowflake Inc. is a leader in cloud-based data warehousing, leveraging its AI Data Cloud to provide a unified platform for diverse data needs. The company's innovative approach allows customers to consolidate data, build data applications, and share data products, driving significant business insights. Its strong technology foundation positions it well in the evolving data landscape.
Micron Technology Inc. Common Stock
Micron is a leading memory and storage chip manufacturer with strong positions in DRAM and NAND, poised to benefit from long-term trends in AI, data centers, and mobile. The company's vertically integrated model and R&D focus provide a competitive edge in a cyclical industry.
Salesforce Inc. Common Stock
Salesforce is a leading provider of cloud-based CRM technology, connecting companies and customers globally. Its Customer 360 platform, bolstered by recent AI advancements like Agentforce and Data Cloud, underpins a robust subscription-based business model, driving consistent revenue growth and profitability.
Adobe Inc. Common Stock
Adobe Inc. is a leading technology company globally, dominant in digital media (Creative Cloud, Document Cloud) and digital experience segments. Its robust subscription-based business model ensures recurring revenue and strong profitability, though it navigates a competitive landscape increasingly influenced by AI innovation.
ServiceNow Inc. Common Stock
ServiceNow, Inc. is a leading provider of cloud-based digital workflow solutions, leveraging an advanced AI platform for enterprise transformation across various functions like IT, HR, and customer service. Its robust subscription model ensures stable, recurring revenue and a strong market position.
C3.ai Inc. Class A Common Stock
C3.ai operates in the rapidly evolving enterprise AI application software market, offering a platform and industry-specific solutions. While the company possesses strong technological foundations and strategic partnerships, it faces significant competition and has been operating at a loss. Its success hinges on effective market penetration and achieving profitability amidst aggressive growth.
Tesla Inc. Common Stock
Tesla is a vertically integrated leader in electric vehicles and energy solutions, known for its innovation and strong brand. While revenue is substantial, recent earnings have seen a decline. Wall Street generally holds a neutral stance, balancing its long-term potential against current financial headwinds.
Tencent Holdings Limited
Tencent is a dominant internet giant in China and globally, with diversified revenue streams spanning social media, gaming, fintech, and cloud services. Its strong ecosystem and extensive user base provide a resilient business model despite regulatory challenges and intense competition.
Alibaba Group Holding Limited
Alibaba Group Holding Limited is a dominant player in China's digital economy, with a vast ecosystem spanning e-commerce, cloud computing, and logistics. Its robust business model benefits from strong network effects and significant operational scale. While facing increasing competition, its core platforms maintain substantial market share.
Baidu, Inc.
Baidu, Inc. is a prominent Chinese technology company operating in online marketing, AI, and cloud services, with its iQIYI segment offering online entertainment. It leverages a strong position in China's search market and invests heavily in artificial intelligence, navigating a competitive landscape.
SenseTime Group Inc.
SenseTime is a leading AI software platform provider with strong revenue growth in critical sectors like smart cities and autonomous driving. However, the company currently operates at a significant loss due to high research and development investments necessary for maintaining its technological edge and expanding its diverse platform offerings.
Intel Corporation Common Stock
Intel is a dominant player in the microprocessor market, undergoing a significant turnaround to regain its technological edge and expand its foundry business. While facing intense competition and execution risks, its foundational role in computing and strategic investments offer long-term potential for a resurgence.
QUALCOMM Incorporated Common Stock
Qualcomm is a pivotal player in wireless technology, excelling in mobile, automotive, and IoT semiconductors. Its extensive IP portfolio provides a strong licensing revenue stream, underpinning a resilient business model despite cyclical handset markets. Diversification into high-growth areas like automotive and IoT is enhancing its quality and long-term prospects.
Arm Holdings plc American Depositary Shares
Arm Holdings is the foundational intellectual property (IP) provider for a vast array of computing devices, dominating smartphone CPU cores. Its licensing model provides high margins, and the company is strategically important in the semiconductor ecosystem. However, competition and evolving chip architectures present ongoing challenges to its growth trajectory.
Oracle Corporation Common Stock
Oracle Corporation is a global leader in enterprise software and cloud services, with a robust portfolio encompassing database, middleware, applications, and cloud infrastructure. Its strategic shift towards cloud offerings, especially Fusion Cloud ERP and Oracle Cloud Infrastructure (OCI), positions it well for future growth in an expanding digital transformation market. The company benefits from a strong recurring revenue model and a vast installed customer base.
International Business Machines Corporation Common Stock
IBM is a mature technology giant undergoing a transformation, focusing on hybrid cloud and artificial intelligence (AI). The business model is evolving towards higher-margin software and consulting services, reducing reliance on traditional hardware. While facing intense competition, its established enterprise client base and strategic partnerships provide a stable foundation.
Equinix Inc. Common Stock REIT
Equinix is a leading global provider of interconnected data center services, operating as a REIT. It benefits from the secular trend towards cloud adoption and significant demand for digital infrastructure, including artificial intelligence workloads, positioning it as a critical component of the modern digital economy.
Arista Networks Inc. Common Stock
Arista Networks is a leading provider of high-performance cloud networking solutions, particularly strong in data centers and AI environments. Its proprietary Extensible Operating System (EOS) software underpins a robust business model with strong profitability and consistent market share gains in critical infrastructure. The company demonstrates fundamental business strength.
Dell Technologies Inc. Class C Common Stock
Dell Technologies is a leading global provider of IT infrastructure and client solutions, leveraging a strong market position in PCs, servers, and storage. The business quality is solid, driven by a broad portfolio and significant scale, despite facing cyclical demand in certain segments.
Vertiv Holdings LLC Class A Common Stock
Vertiv is a critical provider of digital infrastructure solutions, essential for the reliability of data centers and communication networks globally. The company offers a comprehensive portfolio of power, thermal, and management systems crucial for e-commerce, cloud services, and emerging technologies.
Intuitive Surgical Inc. Common Stock
Intuitive Surgical dominates the robotic-assisted surgery market with its da Vinci system, offering minimally invasive solutions that improve patient outcomes. Its strong market position is underpinned by a robust technology platform and extensive clinical adoption. The business model generates recurring revenue from instruments and services, ensuring long-term stability and growth.
Recursion Pharmaceuticals Inc. Class A Common Stock
Recursion Pharmaceuticals is a clinical-stage biotechnology company leveraging AI and automation for drug discovery. Despite a promising platform and active collaborations, the company faces significant operating losses as it advances its diverse pipeline of drug candidates. It is positioned as a high-risk, high-reward investment in the evolving TechBio space.
SoundHound AI Inc Class A Common Stock
SoundHound AI develops independent voice AI solutions across various industries like automotive and customer service. While demonstrating strong revenue growth, the company is not yet profitable, indicating a business in an aggressive expansion phase within the competitive AI landscape.
UiPath Inc. Class A Common Stock
UiPath Inc. is a leading provider of an end-to-end automation platform, blending Robotic Process Automation (RPA) with advanced AI, ML, and NLP capabilities. The company has recently demonstrated a return to profitability on a trailing twelve-month basis, signaling improved operational performance in a dynamic software market.
Datadog Inc. Class A Common Stock
Datadog is a leading observability and security platform for cloud applications, characterized by a unified platform and strong recurring revenue. The business model is robust, continuously expanding its market presence through product innovation and integrations, crucial for modern cloud infrastructures.
MongoDB Inc. Class A Common Stock
MongoDB, Inc. offers a leading general-purpose NoSQL database platform, MongoDB Atlas, driving significant revenue growth through cloud adoption. Despite strong top-line expansion, the company is not yet consistently profitable on a GAAP basis, reflecting its investment phase in a highly competitive market. Its developer-friendly approach and multi-cloud strategy are key differentiators.
Cloudflare Inc. Class A Common Stock
Cloudflare, Inc. (NET) is a leading cloud services provider delivering integrated security, performance, and reliability solutions globally. Leveraging a distributed, serverless content delivery network (CDN), the company protects and accelerates internet applications. While demonstrating strong revenue growth, Cloudflare is currently operating at a loss, indicating a strategic focus on market expansion and substantial investment over immediate profitability.
CrowdStrike Holdings Inc. Class A Common Stock
CrowdStrike is a leading cybersecurity provider, leveraging a cloud-native platform to protect endpoints, cloud workloads, identity, and data. Its subscription-based SaaS model drives recurring revenue, establishing a strong market position despite currently reporting net losses. The business model demonstrates high gross margins, indicating efficiency in its core service delivery.
Palo Alto Networks Inc. Common Stock
Palo Alto Networks is a leading cybersecurity platform provider with a comprehensive suite of AI-driven solutions covering network, cloud, and security operations. The company boasts a strong enterprise customer base and is positioned in a growing market, though intense competition and rapid technological shifts pose ongoing challenges.
Warner Bros. Discovery Inc. Series A Common Stock
Warner Bros. Discovery (WBD) is a diversified media and entertainment giant with a vast content library spanning film, television, and streaming. While the business model is fundamentally strong, encompassing studios, global networks, and direct-to-consumer services like HBO Max and Discovery+, the company navigates a challenging integration post-merger and faces headwinds from significant debt and a rapidly evolving media landscape.
ASML Holding N.V. New York Registry Shares
ASML is the sole provider of extreme ultraviolet (EUV) lithography systems, essential for manufacturing advanced semiconductor chips. This technological leadership gives it a critical choke point in the semiconductor industry, enabling robust profitability and a strong competitive moat, despite cyclical industry demand.
Lam Research Corporation Common Stock
Lam Research Corporation is a pivotal player in the semiconductor equipment industry, specializing in deposition and etch technologies essential for integrated circuit fabrication. The business demonstrates strong profitability and cash generation, driven by its leadership in critical wafer fabrication processes. While exposed to cyclical semiconductor demand, its strong market position and R&D focus position it for long-term relevance.
Applied Materials Inc. Common Stock
Applied Materials is the global leader in semiconductor wafer fabrication equipment, providing essential tools and services for producing advanced chips. Its broad portfolio and leading market share in critical processes like deposition position it as a foundational player in the technology industry, indicating a strong and indispensable business model.
Synopsys Inc. Common Stock
Synopsys, Inc. is a leading provider of electronic design automation software and intellectual property for integrated circuits. With strong gross and profit margins, the company demonstrates a robust business model driven by essential tools for the semiconductor industry, benefiting from the increasing complexity of chip design.
Cadence Design Systems Inc. Common Stock
Cadence Design Systems is a leading provider of electronic design automation (EDA) software and intellectual property, crucial for semiconductor and system design. The company benefits from strong industry trends in advanced chip development, AI, and 5G, providing mission-critical tools to its global customer base. Its high gross margins and recurring revenue model underscore a fundamentally sound business.
GDS Holdings Limited ADS
GDS Holdings is a critical infrastructure provider in China's rapidly expanding data center market, specializing in hyperscale solutions for cloud and internet giants. Its strategic locations and operational expertise provide a solid, recurring revenue base, despite capital-intensive growth.
Illumina Inc. Common Stock
Illumina is a leading provider of genetic and genomic analysis solutions, underpinned by a comprehensive product portfolio and broad customer base. Despite facing market headwinds and intense competition, the company's foundational technology and ongoing innovation in sequencing solutions suggest a robust long-term business model.
Applied Digital Corporation Common Stock
Applied Digital is a rapidly growing provider of digital infrastructure for high-performance computing (HPC) and artificial intelligence (AI), pivoting from its crypto mining roots. The company's focus on specialized data centers positions it in high-demand sectors, but it currently operates at a significant loss, reflecting its early growth stage and heavy capital investment requirements. [cite: 3 (Company Profile Module), 4 (Financial Health Snapshot)]
Credo Technology Group Holding Ltd Ordinary Shares
Credo Technology Group Holding Ltd is a rapidly expanding semiconductor company focused on high-speed connectivity solutions, crucial for modern data centers and AI infrastructure. The business model leverages increasing demand for bandwidth, but operates in a capital-intensive and highly competitive market. Its underlying technology shows significant promise for future growth.
Meta Platforms Inc. Class A Common Stock
Meta Platforms dominates the social media landscape with its vast user base and powerful advertising engine. While heavily investing in future technologies like the metaverse through Reality Labs, the core business demonstrates robust profitability. Despite substantial R&D, Meta's operational efficiency supports its strategic long-term vision.
Apple Inc. Common Stock
Apple Inc. is a high-quality business with a dominant position in the premium consumer electronics market, bolstered by a robust ecosystem and strong brand loyalty. While growth rates for core hardware products are maturing, the expanding high-margin Services segment continues to drive overall profitability.
MARA Holdings Inc. Common Stock
MARA Holdings, Inc. is a digital asset technology company primarily focused on Bitcoin mining and data center optimization. The business model ties closely to Bitcoin's price and mining efficiency, benefiting from proprietary cooling technology and scale. However, significant reported TTM net income appears driven by unusual gains, contrasting sharply with analyst forward earnings expectations.
Riot Platforms Inc. Common Stock
Riot Platforms is a Bitcoin mining and engineering company providing critical infrastructure for large-scale operations. While it has established significant capacity, its performance is highly sensitive to volatile Bitcoin prices and energy costs, making it a high-risk, high-reward investment. The company's vertical integration in engineering offers some diversification.
Marvell Technology Inc. Common Stock
Marvell Technology, Inc. is a leading fabless semiconductor company providing essential data infrastructure solutions for data centers and networking. Its specialized chips cater to the growing demands of cloud computing and AI. While the business model is strong, it operates within the cyclical and competitive semiconductor industry.
Okta Inc. Class A Common Stock
Okta is a leading cloud-native identity and access management provider, offering critical security solutions for both workforce and customer needs. The business demonstrates strong fundamentals in a growing market for digital identity and is pivotal for enterprises navigating increasing cyber threats and digital transformation.
Fortinet Inc. Common Stock
Fortinet is a leading cybersecurity provider offering comprehensive secure networking, cloud, and security operations solutions globally. The company demonstrates solid profitability and cash generation, driven by a strong subscription and support-based revenue model. While facing intense competition, its broad platform approach and AI-driven security are key strengths.
Autodesk Inc. Common Stock
Autodesk is a leading provider of 3D design, engineering, and entertainment technology solutions worldwide. Its strong subscription-based business model, extensive product portfolio, and global market presence underpin its high-quality business. The company maintains its market leadership through continuous innovation and deep integration into customer workflows.
Synaptics Incorporated Common Stock $0.001 Par Value
Synaptics is a key player in human interface solutions, with a diverse product portfolio for mobile, PC, smart home, industrial, and automotive applications. While the company recently faced a period of negative earnings, analyst projections indicate a significant turnaround expected in the upcoming fiscal year, signaling potential for recovery and growth. The business model, focused on integrated semiconductor solutions, leverages broad market reach.
Monolithic Power Systems Inc. Common Stock
Monolithic Power Systems, Inc. (MPWR) is a leading semiconductor company specializing in power electronics solutions across diverse markets. It exhibits strong profitability and consistent growth, underpinned by its proprietary technologies and broad market penetration. The company's focus on high-performance, energy-efficient solutions provides a solid fundamental foundation.
Veeva Systems Inc. Class A Common Stock
Veeva Systems is a leading cloud-based software provider for the global life sciences industry, offering critical solutions for commercial and R&D operations. The company exhibits strong recurring revenue and high profitability, driven by its specialized domain expertise and mission-critical software. While growth remains robust, competition and evolving regulatory landscapes present ongoing challenges.
Zscaler Inc. Common Stock
Zscaler is a leading cloud-native cybersecurity provider, offering a Zero Trust Exchange platform to enterprise customers. Its SaaS model provides strong recurring revenue, addressing the evolving threat landscape and remote work trends. The business model is solid, focusing on secure access to internet and private applications.
CDW Corporation Common Stock
CDW is a leading IT solutions provider with a robust business model centered on delivering comprehensive hardware, software, and services to a diverse clientele. While facing competitive pressures, its broad portfolio and integrated approach allow it to adapt to evolving technology needs. The business demonstrates strong operational capabilities.
HubSpot Inc. Common Stock
HubSpot is a leading provider of cloud-based customer relationship management (CRM) and marketing automation software, primarily serving the mid-market B2B segment. Its integrated platform offers a comprehensive suite of tools, fostering a sticky ecosystem for clients. The business model is robust, characterized by recurring subscription revenue and a strong focus on customer success.
Unity Software Inc. Common Stock
Unity Software Inc. operates a comprehensive platform for creating and growing games and interactive 2D and 3D experiences. The business leverages AI solutions to support developers across the entire lifecycle, from prototyping to monetization. While currently unprofitable, the company demonstrates significant market presence in real-time content creation.
Roblox Corporation Class A Common Stock
Roblox Corporation operates a dominant free-to-play online video game platform with a robust user-generated content ecosystem. Despite strong user engagement and revenue growth, the company faces ongoing challenges in monetization and achieving consistent profitability. Its virtual economy, driven by Robux, enables a unique creator-driven model.
Duolingo Inc. Class A Common Stock
Duolingo, Inc. (DUOL) is a technology company offering a leading mobile language learning platform with a "freemium" model. Its strong user engagement and expanding offerings, including the Duolingo English Test, demonstrate a robust business built on recurring revenue. The business model is solid, showing significant growth.
Upstart Holdings Inc. Common stock
Upstart Holdings operates an innovative AI lending platform, partnering with financial institutions to offer personal and auto loans. Its technology aims to expand credit access and reduce risk. However, the business model's heavy reliance on market conditions and interest rate sensitivity suggests a moderate fundamental business quality.
ZIM Integrated Shipping Services Ltd. Ordinary Shares
ZIM Integrated Shipping Services operates in the cyclical and competitive marine shipping industry. While benefiting from global trade, the company faces significant exposure to freight rate volatility and geopolitical risks. Its strategic fleet management and focus on specialized services offer some resilience, but its financial leverage remains a key consideration for long-term stability.
So-Young International Inc. American Depository Shares
So-Young International Inc. operates a digital platform for consumption healthcare services in China, focusing on medical aesthetics. The company's business model leverages an online community and reservation system, complemented by direct sales of medical devices and injectable products. Despite a clear market niche, the company is currently facing profitability challenges.
Atlassian Corporation Class A Common Stock
Atlassian is a leading collaboration software provider with a robust product portfolio, including Jira and Confluence, catering to a diverse global customer base. Despite negative profitability in recent periods, the company maintains strong gross margins and is actively integrating AI to boost productivity and growth, indicating a fundamentally sound business model in a high-demand sector.
Canadian Solar Inc. Common Shares (ON)
Canadian Solar is a prominent global player in solar energy and battery storage, offering integrated solutions from manufacturing to project development. The company demonstrates a solid, diversified business model across two key segments, though recent profitability has been challenged by market dynamics.
Enphase Energy Inc. Common Stock
Enphase Energy is a prominent player in the solar photovoltaic industry, specializing in microinverter technology and integrated home energy solutions. While the business model is robust, recent financial performance indicates slowing growth. The company demonstrates strong innovation but faces challenges in a competitive and evolving market.
HP Inc. Common Stock
HP Inc. is a leading global provider of personal computing and printing solutions, delivering essential technology for hybrid work, gaming, and 3D printing solutions [cite: 3 (from prompt company profile)]. Despite strong brand recognition and expansive market reach, the company operates in highly competitive and evolving markets.