AI Stocks in the S&P 500, by Supply-Chain Segment
S&P 500 companies that make, build, power or run the hardware and software behind AI, grouped by what they do in the chain. Each has the same fundamentals score as every other stock. This is our own hand-picked list, grouped by what each company does for AI. Being on it says nothing about how much of the company's profit comes from AI, and it is not a recommendation.
Quick answer
AI supply-chain stocks on this list: 44, in 10 segments. Strong (80+): 0. Weak (under 40): 3. Highest scores: Lam Research (79), Teradyne (76) and Emcor (75).
All 44 AI stocks, ranked by score
44 stocks
| Lam Research CorporationLam Research LRCX · Technology | 79 | Chip Equipment | US$ 299.2b | 100 | 100 | 75 | 17 | 100 |
| Teradyne, Inc.Teradyne TER · Technology | 76 | Chip Equipment | US$ 42.9b | 100 | 100 | 63 | 33 | 83 |
| EMCOR Group, Inc. Common StockEmcor EME · Industrials | 75 | Data Centre Construction | US$ 29.5b | 90 | 83 | 75 | 33 | 92 |
| Palantir Technologies Inc.Palantir Technologies PLTR · Technology | 74 | AI Software | US$ 442.4b | 100 | 100 | 75 | 17 | 80 |
| NVIDIA CorporationNvidia NVDA · Technology | 73 | Chip Design | US$ 4.9t | 100 | 100 | 75 | 33 | 58 |
| KLA CorporationKLA KLAC · Technology | 73 | Chip Equipment | US$ 206.1b | 100 | 83 | 63 | 17 | 100 |
| Ciena Corporation Common StockCiena CIEN · Technology | 72 | Networking & Connectors | US$ 45.1b | 90 | 83 | 75 | 17 | 92 |
| Microsoft CorporationMicrosoft MSFT · Technology | 72 | Cloud & AI Platforms | US$ 3.9t | 100 | 83 | 75 | 17 | 83 |
| Alphabet Inc.Alphabet Class A GOOGL · Communication Services | 72 | Cloud & AI Platforms | US$ 3.4t | 100 | 100 | 75 | 50 | 40 |
| Advanced Micro Devices, Inc.Advanced Micro Devices AMD · Technology | 71 | Chip Design | US$ 809.1b | 90 | 100 | 75 | 17 | 75 |
| Amphenol Corporation Common StockAmphenol APH · Technology | 70 | Networking & Connectors | US$ 193.3b | 100 | 67 | 75 | 33 | 75 |
| Corning Incorporated Common StockCorning GLW · Technology | 70 | Networking & Connectors | US$ 106.0b | 90 | 83 | 75 | 33 | 67 |
| Comfort Systems USA, Inc. Common StockComfort Systems USA FIX · Industrials | 70 | Data Centre Construction | US$ 43.0b | 90 | 83 | 75 | 33 | 67 |
| Meta Platforms, Inc.Meta Platforms META · Communication Services | 69 | Cloud & AI Platforms | US$ 1.6t | 100 | 100 | 63 | 33 | 50 |
| Broadcom Inc.Broadcom AVGO · Technology | 68 | Chip Design | US$ 1.5t | 100 | 83 | 75 | 17 | 67 |
| Micron Technology, Inc.Micron Technology MU · Technology | 68 | Chip Making & Memory | US$ 1.0t | 60 | 100 | 75 | 17 | 83 |
| Amazon.com, Inc.Amazon AMZN · Consumer Cyclical | 68 | Cloud & AI Platforms | US$ 2.6t | 100 | 83 | 33 | 50 | 67 |
| Arista Networks, Inc. Common StockArista Networks ANET · Technology | 67 | Networking & Connectors | US$ 212.3b | 100 | 100 | 67 | 0 | 67 |
| Vertiv Holdings, LLC Class A Common StockVertiv VRT · Industrials | 66 | Power & Cooling | US$ 89.5b | 100 | 67 | 75 | 33 | 58 |
| Monolithic Power Systems, Inc.Monolithic Power Systems MPWR · Technology | 64 | Chip Making & Memory | US$ 59.5b | 90 | 100 | 67 | 0 | 75 |
| Applied Materials, Inc.Applied Materials AMAT · Technology | 64 | Chip Equipment | US$ 305.4b | 90 | 100 | 63 | 0 | 67 |
| Super Micro Computer, Inc.Supermicro SMCI · Technology | 64 | Servers & Assembly | US$ 21.6b | 90 | 83 | 25 | 83 | 42 |
| Texas Instruments IncorporatedTexas Instruments TXN · Technology | 63 | Chip Making & Memory | US$ 275.0b | 80 | 83 | 75 | 0 | 75 |
| Marvell Technology, Inc.Marvell Technology MRVL · Technology | 59 | Chip Design | US$ 176.5b | 60 | 100 | 75 | 0 | 58 |
| Cadence Design Systems, Inc.Cadence Design Systems CDNS · Technology | 58 | Chip Design | US$ 89.6b | 100 | 83 | 75 | 0 | 40 |
| Dell Technologies Inc. Class C Common StockDell Technologies DELL · Technology | 57 | Servers & Assembly | US$ 266.6b | 60 | 67 | 75 | 17 | 67 |
| Quanta Services, Inc. Common StockQuanta Services PWR · Industrials | 57 | Data Centre Construction | US$ 93.5b | 80 | 67 | 75 | 17 | 50 |
| QUALCOMM IncorporatedQualcomm QCOM · Technology | 56 | Chip Design | US$ 176.0b | 70 | 83 | 50 | 17 | 58 |
| Digital Realty Trust, Inc. Common StockDigital Realty DLR · REIT | 56 | Data Centre Property | US$ 67.2b | 50 | 75 | 75 | 17 | 70 |
| Oracle Corporation Common StockOracle ORCL · Technology | 56 | Cloud & AI Platforms | US$ 396.1b | 100 | 50 | 50 | 33 | 50 |
| Hewlett Packard Enterprise Company Common StockHewlett Packard Enterprise HPE · Technology | 52 | Servers & Assembly | US$ 73.3b | 80 | 67 | 75 | 0 | 42 |
| ServiceNow, Inc. Common StockServiceNow NOW · Technology | 49 | AI Software | US$ 109.1b | 60 | 50 | 75 | 0 | 60 |
| International Business Machines Corporation Common StockIBM IBM · Technology | 48 | Cloud & AI Platforms | US$ 243.6b | 90 | 33 | 63 | 17 | 42 |
| Eaton Corporation, PLC Ordinary SharesEaton ETN · Industrials | 44 | Power & Cooling | US$ 142.6b | 80 | 50 | 50 | 0 | 42 |
| Synopsys, Inc.Synopsys SNPS · Technology | 43 | Chip Design | US$ 89.6b | 40 | 67 | 75 | 0 | 33 |
| Jabil Inc. Common StockJabil JBL · Technology | 43 | Servers & Assembly | US$ 28.1b | 70 | 33 | 63 | 0 | 50 |
| Constellation Energy CorporationConstellation Energy CEG · Utilities | 43 | Power & Cooling | US$ 92.5b | 70 | 67 | 25 | 33 | 25 |
| Equinix, Inc.Equinix EQIX · REIT | 43 | Data Centre Property | US$ 99.6b | 80 | 50 | 40 | 0 | 50 |
| Cisco Systems, Inc.Cisco CSCO · Technology | 42 | Networking & Connectors | US$ 409.7b | 80 | 50 | 38 | 0 | 42 |
| Coherent Corp. Common StockCoherent COHR · Technology | 42 | Networking & Connectors | US$ 40.8b | 50 | 100 | 38 | 0 | 25 |
| GE Vernova Inc. Common StockGE Vernova GEV · Industrials | 42 | Power & Cooling | US$ 226.9b | 60 | 33 | 75 | 0 | 42 |
| Vistra Corp. Common StockVistra VST · Utilities | 38 | Power & Cooling | US$ 46.4b | 70 | 17 | 38 | 17 | 50 |
| Intel CorporationIntel INTC · Technology | 31 | Chip Making & Memory | US$ 349.2b | 10 | 50 | 63 | 0 | 33 |
| NRG Energy, Inc. Common StockNRG Energy NRG · Utilities | 24 | Power & Cooling | US$ 20.2b | 40 | 17 | 38 | 0 | 25 |
Common questions
There is no official list. This page groups 44 S&P 500 companies by what they do for AI: Chip Design, Chip Making & Memory, Chip Equipment, Servers & Assembly, Networking & Connectors, Data Centre Construction, Power & Cooling, Data Centre Property, Cloud & AI Platforms, AI Software.
By hand, from what each company sells. A company is listed if AI data centres are a clear, direct buyer of its products. The list is reviewed when the site's data changes. Every company is scored with the same 22 checks as every other stock.
As of this site's latest data, Lam Research Corporation (LRCX) has the highest fundamentals score on this AI list, at 79/100. A high score means strong published numbers, not a buy signal.
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