US AI 100
How are the companies building AI doing, together, weighted by size?
Hover to inspect recorded prices. Click to pin a point; click again to release. Drag between two points to measure the return over that span. Use arrow keys to move, shift with an arrow key to extend a span, Home or End to jump, and Escape to clear.
A price index: each company counts by its value at the previous close, public ones at market cap and private ones at their latest valuation moved by the secondary market. Dividends are not reinvested.
Values before Oct 2, 2026 are back-tested: the editors' list of that day, run backwards. They show how today's AI leaders performed, not what anyone could have picked then.
Members at the close of Oct 1, 2026
| # | Company | Group | Value | Weight | Day |
|---|---|---|---|---|---|
| 1 | NVIDIANVDA | Semiconductors | $5.56T | 13.41% | +1.09% |
| 2 | AppleAAPL | Hardware and data centres | $4.82T | 11.62% | −0.81% |
| 3 | AlphabetGOOGL | Cloud and models | $4.14T | 9.97% | −1.70% |
| 4 | MicrosoftMSFT | Cloud and models | $3.81T | 9.18% | −0.02% |
| 5 | AmazonAMZN | Cloud and models | $2.68T | 6.45% | −0.37% |
| 6 | TSMCTSM | Semiconductors | $2.38T | 5.74% | +0.66% |
| 7 | SpaceXSPCX | Cloud and models | $1.95T | 4.70% | −1.85% |
| 8 | Meta PlatformsMETA | Cloud and models | $1.85T | 4.46% | +0.10% |
| 9 | BroadcomAVGO | Semiconductors | $1.64T | 3.95% | −2.15% |
| 10 | TeslaTSLA | Robotics and physical AI | $1.40T | 3.37% | −0.20% |
| 11 | MicronMU | Semiconductors | $1.24T | 2.99% | +3.03% |
| 12 | AMDAMD | Semiconductors | $1.01T | 2.42% | +0.65% |
| 13 | ASMLASML | Semiconductors | $695.36B | 1.68% | −0.18% |
| 14 | IntelINTC | Semiconductors | $605.28B | 1.46% | −0.19% |
| 15 | Palantir TechnologiesPLTR | Software | $456.68B | 1.10% | +1.60% |
| 16 | Cisco SystemsCSCO | Hardware and data centres | $428.80B | 1.03% | +1.05% |
| 17 | Lam ResearchLRCX | Semiconductors | $425.57B | 1.03% | +3.53% |
| 18 | Applied MaterialsAMAT | Semiconductors | $420.05B | 1.01% | +3.50% |
| 19 | OracleORCL | Cloud and models | $417.49B | 1.01% | +0.56% |
| 20 | Dell TechnologiesDELL | Hardware and data centres | $344.45B | 0.83% | +0.70% |
| 21 | Palo Alto NetworksPANW | Software | $324.13B | 0.78% | −0.27% |
| 22 | Arm HoldingsARM | Semiconductors | $312.22B | 0.75% | +0.93% |
| 23 | CrowdStrikeCRWD | Software | $272.46B | 0.66% | +0.51% |
| 24 | GE VernovaGEV | Power and materials | $262.99B | 0.63% | +3.89% |
| 25 | KLAKLAC | Semiconductors | $261.74B | 0.63% | +2.77% |
| 26 | Arista NetworksANET | Hardware and data centres | $257.91B | 0.62% | +0.44% |
| 27 | Alibaba GroupBABA | Cloud and models | $250.77B | 0.60% | −0.08% |
| 28 | MarvellMRVL | Semiconductors | $235.08B | 0.57% | +1.46% |
| 29 | SeagateSTX | Semiconductors | $214.31B | 0.52% | +2.52% |
| 30 | AmphenolAPH | Hardware and data centres | $211.26B | 0.51% | +1.63% |
| 31 | QualcommQCOM | Semiconductors | $191.19B | 0.46% | −1.06% |
| 32 | EatonETN | Power and materials | $169.84B | 0.41% | +1.76% |
| 33 | Intuitive SurgicalISRG | Robotics and physical AI | $141.75B | 0.34% | −1.33% |
| 34 | Uber TechnologiesUBER | Robotics and physical AI | $138.65B | 0.33% | −0.92% |
| 35 | SnowflakeSNOW | Software | $120.65B | 0.29% | +0.72% |
| 36 | EquinixEQIX | Hardware and data centres | $99.89B | 0.24% | +0.07% |
| 37 | Quanta ServicesPWR | Power and materials | $99.62B | 0.24% | +3.13% |
| 38 | CadenceCDNS | Semiconductors | $96.59B | 0.23% | +6.22% |
| 39 | VertivVRT | Hardware and data centres | $94.75B | 0.23% | +1.99% |
| 40 | AppLovinAPP | Software | $94.14B | 0.23% | −3.14% |
| 41 | SynopsysSNPS | Semiconductors | $94.01B | 0.23% | +12.78% |
| 42 | LumentumLITE | Hardware and data centres | $93.81B | 0.23% | +7.67% |
| 43 | Constellation EnergyCEG | Power and materials | $91.74B | 0.22% | +1.93% |
| 44 | Hewlett Packard EnterpriseHPE | Hardware and data centres | $85.73B | 0.21% | +1.08% |
| 45 | Bloom EnergyBE | Power and materials | $81.75B | 0.20% | +0.22% |
| 46 | CumminsCMI | Power and materials | $71.17B | 0.17% | +0.08% |
| 47 | Digital RealtyDLR | Hardware and data centres | $65.31B | 0.16% | +0.55% |
| 48 | TeradyneTER | Robotics and physical AI | $65.00B | 0.16% | +3.71% |
| 49 | Nebius GroupNBIS | Cloud and models | $63.15B | 0.15% | −1.53% |
| 50 | CoherentCOHR | Hardware and data centres | $62.51B | 0.15% | +10.90% |
| 51 | Astera LabsALAB | Semiconductors | $61.83B | 0.15% | +0.13% |
| 52 | NXP SemiconductorsNXPI | Semiconductors | $60.32B | 0.15% | +0.70% |
| 53 | Comfort SystemsFIX | Power and materials | $59.31B | 0.14% | +1.89% |
| 54 | CoreWeaveCRWV | Cloud and models | $48.85B | 0.12% | +1.66% |
| 55 | VistraVST | Power and materials | $46.91B | 0.11% | +1.01% |
| 56 | CelesticaCLS | Hardware and data centres | $42.90B | 0.10% | +3.23% |
| 57 | Credo TechnologyCRDO | Semiconductors | $39.50B | 0.10% | +7.90% |
| 58 | CamecoCCJ | Power and materials | $37.32B | 0.09% | −1.13% |
| 59 | Axon EnterpriseAXON | Robotics and physical AI | $34.30B | 0.08% | −0.07% |
| 60 | ZscalerZS | Software | $32.41B | 0.08% | −0.32% |
| 61 | Super Micro ComputerSMCI | Hardware and data centres | $27.54B | 0.07% | +2.07% |
| 62 | HubbellHUBB | Power and materials | $24.67B | 0.06% | +2.95% |
| 63 | NRG EnergyNRG | Power and materials | $20.38B | 0.05% | +1.34% |
| 64 | FabrinetFN | Hardware and data centres | $16.18B | 0.04% | +6.40% |
| 65 | Talen EnergyTLN | Power and materials | $15.48B | 0.04% | +3.33% |
| 66 | AlcoaAA | Power and materials | $11.10B | 0.03% | +0.14% |
| 67 | Kratos DefenseKTOS | Robotics and physical AI | $8.04B | 0.02% | +0.30% |
| 68 | AeroVironmentAVAV | Robotics and physical AI | $7.13B | 0.02% | −1.34% |
| 69 | POWELL IndustriesPOWL | Power and materials | $6.94B | 0.02% | +3.32% |
| 70 | OkloOKLO | Power and materials | $6.72B | 0.02% | −2.38% |
| 71 | AmbarellaAMBA | Semiconductors | $3.10B | 0.01% | +1.14% |
On the list but not priced at this close: ABB, Advantest, Anduril Industries, Anthropic, Anysphere, Apptronik, Crusoe Energy, Databricks, Decagon AI, Figure AI, Glean, Groq, Harvey AI, Neuralink, OpenAI, Perplexity AI, Physical Intelligence, Poolside AI, Replit, Safe Superintelligence, Saronic, Shield AI, Sierra AI, Tencent, Together AI, Tokyo Electron.
Company filings, exchange prices and secondary-market marks; calculations by The Inference. How this index is built