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Investment themes
Explore investment themes, from long-term structural changes to the businesses behind them.
Artificial Intelligence
The AI value chain across five layers: energy, chips, infrastructure, models and applications.
Energy Explore categoryChips Explore categoryInfrastructure Explore categoryModels Explore categoryApplications Explore category
Companies tracked by YouAnalyst · 138
Includes companies assigned to this category or its descendants. Coverage is limited to our supported investment themes.
- Advanced Micro Devices, Inc.
- Alibaba Group Holding Ltd. ADR
- Alphabet Inc.
- Amazon.com, Inc.
- Amkor Technology Inc.
- Amphenol Corporation
- Anthropic
- Apple Inc.
- Applied Materials, Inc.
- Archer Aviation Inc.
- Arista Networks, Inc.
- Arm Holdings plc ADR
- ASML Holding N.V. NY Registered Shares
- ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
- Baidu Inc. ADR
- Broadcom Inc.
- Cadence Design Systems, Inc.
- Caris Life Sciences, Inc.
- Celestica Inc.
- Cisco Systems, Inc.
- Coherent Corp.
- Constellation Energy Corporation
- CoreWeave, Inc.
- Corning Incorporated
- Credo Technology Group Holding Ltd.
- Datadog, Inc. Class A Common Stock
- Dell Technologies Inc.
- Digital Realty
- Dover Corporation
- Eaton Corporation plc
- Entegris, Inc.
- Equinix
- Everpure
- Flex Ltd.
- GDS Holdings Limited ADR
- GE Vernova Inc.
- GlobalFoundries Inc.
- Hewlett Packard Enterprise Company
- Intel Corporation
- International Business Machines Corporation
- Jabil Inc.
- KLA Corporation
- Lam Research Corporation
- Linde plc
- Lumentum Holdings Inc.
- Marvell Technology, Inc.
- Meta Platforms Inc Class A
- Micron Technology, Inc.
- Microsoft Corp.
- Mistral AI
- Modine Manufacturing Company
- Nebius Group N.V.
- NetApp, Inc.
- NVIDIA Corporation
- NXP Semiconductors N.V.
- OpenAI
- Oracle Corporation
- Palantir Technologies Inc.
- QUALCOMM Incorporated
- Salesforce Inc
- Samsung Electronics
- Sandisk Corporation
- Seagate Technology Holdings plc
- ServiceNow, Inc.
- SK hynix Inc. ADR
- Snowflake Inc.
- Super Micro Computer Inc
- Synopsys, Inc.
- Taiwan Semiconductor Manufacturing Company Ltd. ADR
- Tempus AI, Inc.
- Trane Technologies plc
- TTM Technologies, Inc.
- Vertiv Holdings Co.
- Vistra Corp
- VNET Group, Inc. ADR
- Western Digital Corporation
- 中兴通讯
- 中国电信
- 中国移动
- 中国联通
- 中微公司
- 中科曙光
- 中芯国际
- 中际旭创
- 乐鑫科技
- 传音控股
- 佰维存储
- 兆易创新
- 光环新网
- 光迅科技
- 北方华创
- 华勤技术
- 华大九天
- 华天科技
- 华海清科
- 华虹公司
- 南大光电
- 天孚通信
- 寒武纪
- 工业富联
- 拓荆科技
- 摩尔线程
- 数据港
- 新易盛
- 普冉股份
- 景嘉微
- 概伦电子
- 汇顶科技
- 江丰电子
- 江波龙
- 沐曦股份
- 沪电股份
- 沪硅产业
- 浪潮信息
- 海光信息
- 润泽科技
- 深南电路
- 源杰科技
- 澜起科技
- 生益科技
- 用友网络
- 申菱环境
- 科华数据
- 科士达
- 科大讯飞
- 紫光股份
- 胜宏科技
- 芯原股份
- 英维克
- 豪威集团
- 通富微电
- 金山办公
- 锐捷网络
- 长电科技
- 顺络电子
- 高澜股份
- 鹏鼎控股
- 龙芯中科