AI share of US market cap
How concentrated is the market in AI companies?
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.
The list's companies as a share of the whole US stock market. Private companies count on both sides, so the share reads as part of listed US equity plus the private AI members.
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.
Company filings, exchange prices and secondary-market marks; calculations by The Inference. How this index is built