US AI 100
How are the companies building AI doing, together, weighted by size?
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The combined value of the US companies building AI, listed and private, as picked by our editors. The biggest move it most. Price only: dividends are left out.
Before Oct 2, 2026 the line is a back-test of the companies picked that day.
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.
Sources: company filings, exchange prices and secondary-market trades.