How fast the AI 100's share counts grow from one year to the next, weighted by company size.
Hover to inspect recorded values. 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.
84 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Market cap | Its own figure | Share of market cap |
|---|---|---|---|
| NVIDIANVDA | $5.01T | -0.7% | 13.6% |
| AlphabetGOOGL | $4.33T | -0.2% | 11.8% |
| AppleAAPL | $4.17T | -1.7% | 11.3% |
| MicrosoftMSFT | $2.77T | -0.1% | 7.5% |
| AmazonAMZN | $2.56T | 1.2% | 7.0% |
| SpaceXSPCX | $2.25T | 100.2% | 6.1% |
| BroadcomAVGO | $1.99T | 0.8% | 5.4% |
| TeslaTSLA | $1.58T | 0.4% | 4.3% |
| Meta PlatformsMETA | $1.43T | 1.0% | 3.9% |
| MicronMU | $1.04T | 0.9% | 2.8% |
| AMDAMD | $850.49B | 0.6% | 2.3% |
| OracleORCL | $649.35B | 2.5% | 1.8% |
| IntelINTC | $644.94B | 16.8% | 1.8% |
| Lam ResearchLRCX | $474.08B | -2.4% | 1.3% |
| Cisco SystemsCSCO | $449.99B | -0.6% | 1.2% |
| Applied MaterialsAMAT | $425.76B | -0.5% | 1.2% |
| KLAKLAC | $394.12B | -1.4% | 1.1% |
| GE VernovaGEV | $315.71B | -1.5% | 0.9% |
| Palantir TechnologiesPLTR | $279.69B | 1.5% | 0.8% |
| Palo Alto NetworksPANW | $270.44B | 13.0% | 0.7% |
| Dell TechnologiesDELL | $262.72B | -4.9% | 0.7% |
| SanDiskSNDK | $258.42B | 1.4% | 0.7% |
| AmphenolAPH | $216.91B | 1.2% | 0.6% |
| Arista NetworksANET | $213.91B | 0.3% | 0.6% |
| QualcommQCOM | $199.62B | -3.2% | 0.5% |
| CrowdStrikeCRWD | $194.34B | 2.0% | 0.5% |
| SeagateSTX | $183.90B | 3.3% | 0.5% |
| AppLovinAPP | $173.09B | -0.8% | 0.5% |
| EatonETN | $165.46B | -0.5% | 0.5% |
| MarvellMRVL | $164.08B | 4.0% | 0.4% |
| Uber TechnologiesUBER | $146.89B | -2.6% | 0.4% |
| Intuitive SurgicalISRG | $140.84B | -1.2% | 0.4% |
| VertivVRT | $128.61B | 0.8% | 0.4% |
| Quanta ServicesPWR | $108.05B | 1.2% | 0.3% |
| CadenceCDNS | $103.52B | 1.0% | 0.3% |
| EquinixEQIX | $102.80B | 0.8% | 0.3% |
| SnowflakeSNOW | $101.65B | 4.2% | 0.3% |
| CumminsCMI | $98.42B | 0.1% | 0.3% |
| DatadogDDOG | $92.68B | 2.9% | 0.3% |
| Constellation EnergyCEG | $89.71B | 14.6% | 0.2% |
| CloudflareNET | $86.70B | 2.0% | 0.2% |
| Bloom EnergyBE | $86.10B | 23.5% | 0.2% |
| Astera LabsALAB | $82.79B | 4.2% | 0.2% |
| CoherentCOHR | $77.17B | 25.9% | 0.2% |
| SynopsysSNPS | $74.44B | 19.6% | 0.2% |
| Nebius GroupNBIS | $70.12B | 17.6% | 0.2% |
| Comfort SystemsFIX | $69.77B | -0.2% | 0.2% |
| TeradyneTER | $68.39B | -2.2% | 0.2% |
| Monolithic PowerMPWR | $67.92B | 2.6% | 0.2% |
| LumentumLITE | $63.56B | 8.1% | 0.2% |
| Hewlett Packard EnterpriseHPE | $63.43B | 0.8% | 0.2% |
| Digital RealtyDLR | $63.11B | 4.9% | 0.2% |
| Rockwell AutomationROK | $55.09B | -1.2% | 0.1% |
| KeysightKEYS | $54.53B | -0.6% | 0.1% |
| CoreWeaveCRWV | $54.31B | 13.1% | 0.1% |
| FlexFLEX | $53.75B | -2.1% | 0.1% |
| VistraVST | $53.49B | -0.8% | 0.1% |
| CienaCIEN | $53.37B | 0.2% | 0.1% |
| Cerebras SystemsCBRS | $50.06B | 186.4% | 0.1% |
| GlobalFoundriesGFS | $45.19B | -1.1% | 0.1% |
| Axon EnterpriseAXON | $45.19B | 3.3% | 0.1% |
| Credo TechnologyCRDO | $38.60B | 8.2% | 0.1% |
| NRG EnergyNRG | $30.82B | 7.7% | 0.1% |
| HubbellHUBB | $27.65B | -1.0% | 0.1% |
| Symbotic IncSYM | $24.86B | 17.3% | 0.1% |
| ZscalerZS | $24.45B | 3.8% | 0.1% |
| Onto InnovationONTO | $18.83B | 1.0% | 0.1% |
| FabrinetFN | $18.80B | -0.6% | 0.1% |
| BWX TechnologiesBWXT | $17.83B | 0.2% | 0.0% |
| Super Micro ComputerSMCI | $17.64B | 1.4% | 0.0% |
| Talen EnergyTLN | $17.44B | 0.8% | 0.0% |
| GeneracGNRC | $17.24B | 0.6% | 0.0% |
| AlcoaAA | $13.76B | 1.9% | 0.0% |
| Applied DigitalAPLD | $13.51B | 36.8% | 0.0% |
| TrimbleTRMB | $12.36B | -2.1% | 0.0% |
| CognexCGNX | $11.28B | -0.3% | 0.0% |
| Globus MedicalGMED | $10.73B | -0.1% | 0.0% |
| OkloOKLO | $9.10B | 25.8% | 0.0% |
| Kratos DefenseKTOS | $8.85B | 21.1% | 0.0% |
| AeroVironmentAVAV | $7.56B | 6.3% | 0.0% |
| AmbarellaAMBA | $3.77B | 3.4% | 0.0% |
| NuScale PowerSMR | $3.67B | 173.2% | 0.0% |
| Fluence EnergyFLNC | $3.66B | 5.7% | 0.0% |
| Centrus EnergyLEU | $3.30B | 12.3% | 0.0% |