How much of the AI 100's assets are goodwill and intangibles from acquisitions rather than things it built or holds.
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84 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Total assets | Goodwill + intangibles | Its own figure | Share of market cap |
|---|---|---|---|---|
| NVIDIANVDA | $320.27B | $24.12B | 7.5% | 13.6% |
| AlphabetGOOGL | $921.98B | $66.93B | 7.3% | 11.8% |
| AppleAAPL | $383.27B | $20.34B | 5.3% | 11.3% |
| MicrosoftMSFT | $758.38B | $138.26B | 18.2% | 7.5% |
| AmazonAMZN | $1.10T | $23.50B | 2.1% | 7.0% |
| SpaceXSPCX | $192.77B | $12.96B | 6.7% | 6.1% |
| BroadcomAVGO | $179.16B | $126.13B | 70.4% | 5.4% |
| TeslaTSLA | $148.52B | $0.00 | 0.0% | 4.3% |
| Meta PlatformsMETA | $449.96B | $23.41B | 5.2% | 3.9% |
| MicronMU | $134.11B | $1.62B | 1.2% | 2.8% |
| AMDAMD | $84.46B | $41.10B | 48.7% | 2.3% |
| OracleORCL | $261.76B | $62.26B | 23.8% | 1.8% |
| IntelINTC | $202.44B | $23.01B | 11.4% | 1.8% |
| Lam ResearchLRCX | $23.53B | $1.90B | 8.1% | 1.3% |
| Cisco SystemsCSCO | $129.64B | $67.03B | 51.7% | 1.2% |
| Applied MaterialsAMAT | $43.52B | $4.19B | 9.6% | 1.2% |
| KLAKLAC | $17.95B | $2.04B | 11.4% | 1.1% |
| GE VernovaGEV | $80.80B | $14.20B | 17.6% | 0.9% |
| Palantir TechnologiesPLTR | $11.68B | $0.00 | 0.0% | 0.8% |
| Palo Alto NetworksPANW | $48.46B | $29.03B | 59.9% | 0.7% |
| Dell TechnologiesDELL | $127.39B | $23.80B | 18.7% | 0.7% |
| SanDiskSNDK | $22.51B | $4.99B | 22.2% | 0.7% |
| AmphenolAPH | $44.81B | $22.84B | 51.0% | 0.6% |
| Arista NetworksANET | $23.72B | $416.1M | 1.8% | 0.6% |
| QualcommQCOM | $57.37B | $15.78B | 27.5% | 0.5% |
| CrowdStrikeCRWD | $12.03B | $2.52B | 21.0% | 0.5% |
| SeagateSTX | $9.97B | $1.22B | 12.2% | 0.5% |
| AppLovinAPP | $8.27B | $1.87B | 22.7% | 0.5% |
| EatonETN | $56.18B | $32.84B | 58.5% | 0.5% |
| MarvellMRVL | $27.55B | $16.22B | 58.9% | 0.4% |
| Uber TechnologiesUBER | $65.80B | $10.60B | 16.1% | 0.4% |
| Intuitive SurgicalISRG | $20.88B | $1.72B | 8.2% | 0.4% |
| VertivVRT | $15.90B | $4.08B | 25.7% | 0.4% |
| Quanta ServicesPWR | $28.29B | $11.08B | 39.2% | 0.3% |
| CadenceCDNS | $12.08B | $6.79B | 56.2% | 0.3% |
| EquinixEQIX | $41.08B | $7.12B | 17.3% | 0.3% |
| SnowflakeSNOW | $8.69B | $2.07B | 23.8% | 0.3% |
| CumminsCMI | $35.63B | $4.39B | 12.3% | 0.3% |
| DatadogDDOG | $7.55B | $729.9M | 9.7% | 0.3% |
| Constellation EnergyCEG | $98.19B | $11.53B | 11.7% | 0.2% |
| CloudflareNET | $6.47B | $433.6M | 6.7% | 0.2% |
| Bloom EnergyBE | $5.63B | $0.00 | 0.0% | 0.2% |
| Astera LabsALAB | $1.93B | $91.6M | 4.7% | 0.2% |
| CoherentCOHR | $18.30B | $7.26B | 39.7% | 0.2% |
| SynopsysSNPS | $47.73B | $38.29B | 80.2% | 0.2% |
| Nebius GroupNBIS | $27.96B | $689.5M | 2.5% | 0.2% |
| Comfort SystemsFIX | $8.49B | $1.64B | 19.3% | 0.2% |
| TeradyneTER | $4.93B | $765.7M | 15.5% | 0.2% |
| Monolithic PowerMPWR | $4.69B | $34.2M | 0.7% | 0.2% |
| LumentumLITE | $7.31B | $1.40B | 19.1% | 0.2% |
| Hewlett Packard EnterpriseHPE | $83.60B | $29.45B | 35.2% | 0.2% |
| Digital RealtyDLR | $54.52B | $12.19B | 22.4% | 0.2% |
| Rockwell AutomationROK | $11.09B | $4.52B | 40.8% | 0.1% |
| KeysightKEYS | $11.92B | $4.58B | 38.4% | 0.1% |
| CoreWeaveCRWV | $77.07B | $1.35B | 1.7% | 0.1% |
| FlexFLEX | $25.20B | $2.57B | 10.2% | 0.1% |
| VistraVST | $42.60B | $5.10B | 12.0% | 0.1% |
| CienaCIEN | $8.00B | $702.2M | 8.8% | 0.1% |
| Cerebras SystemsCBRS | $11.63B | $0.00 | 0.0% | 0.1% |
| GlobalFoundriesGFS | $16.89B | $1.86B | 11.0% | 0.1% |
| Axon EnterpriseAXON | $7.48B | $2.18B | 29.1% | 0.1% |
| Credo TechnologyCRDO | $3.01B | $1.37B | 45.3% | 0.1% |
| NRG EnergyNRG | $39.94B | $10.96B | 27.4% | 0.1% |
| HubbellHUBB | $11.85B | $7.54B | 63.7% | 0.1% |
| Symbotic IncSYM | $3.52B | $143.1M | 4.1% | 0.1% |
| ZscalerZS | $7.87B | $1.43B | 18.2% | 0.1% |
| Onto InnovationONTO | $3.70B | $902.2M | 24.4% | 0.1% |
| FabrinetFN | $3.91B | $2.5M | 0.1% | 0.1% |
| BWX TechnologiesBWXT | $4.42B | $806.7M | 18.2% | 0.0% |
| Super Micro ComputerSMCI | $29.95B | $0.00 | 0.0% | 0.0% |
| Talen EnergyTLN | $15.07B | $0.00 | 0.0% | 0.0% |
| GeneracGNRC | $5.77B | $2.35B | 40.8% | 0.0% |
| AlcoaAA | $16.85B | $0.00 | 0.0% | 0.0% |
| Applied DigitalAPLD | $9.93B | $0.00 | 0.0% | 0.0% |
| TrimbleTRMB | $8.54B | $5.68B | 66.5% | 0.0% |
| CognexCGNX | $2.18B | $445.8M | 20.5% | 0.0% |
| Globus MedicalGMED | $5.49B | $2.13B | 38.8% | 0.0% |
| OkloOKLO | $3.36B | $60.7M | 1.8% | 0.0% |
| Kratos DefenseKTOS | $4.09B | $1.09B | 26.7% | 0.0% |
| AeroVironmentAVAV | $5.73B | $3.38B | 59.0% | 0.0% |
| AmbarellaAMBA | $780.2M | $360.3M | 46.2% | 0.0% |
| NuScale PowerSMR | $2.05B | $8.7M | 0.4% | 0.0% |
| Fluence EnergyFLNC | $2.62B | $92.5M | 3.5% | 0.0% |
| Centrus EnergyLEU | $2.53B | $16.9M | 0.7% | 0.0% |