Diversified AI stocks, ranked by AI-chain exposure
Companies exposed across several layers of the AI value chain at once.
78 companies · ranked by chain-weight
- 1
Huaweivia GPU73chain wt - 2
Alphabet (Google)GOOGLvia ASIC58chain wt - 3
Lenovo Group Limited0992.HKvia Liquid cooling57chain wt - 4
Foxconn (Hon Hai Precision)2317.TWvia AI factory54chain wt - 5
AmazonAMZNvia ASIC53chain wt - 6
BrookfieldBAMvia Power purchase agreement51chain wt - 7
ABBABBN.SWvia Power delivery chain48chain wt - 8
MicrosoftMSFTvia GPU47chain wt - 9
Alibaba GroupBABAvia Pretraining46chain wt - 10
Siemens AGSIE.DEvia EDA & design IP45chain wt - 11
Canon7751.Tvia Lithography equipment45chain wt - 12
Mitsubishi Heavy Industries7011.Tvia Backup generation44chain wt - 13
Luxshare Precision Industry002475.SZvia Transceivers43chain wt - 14
Nikon7731.Tvia Lithography equipment43chain wt - 15
Tencent Holdings0700.HKvia GPU42chain wt - 16
Flex Ltd.FLEXvia Power delivery chain42chain wt - 17
TeslaTSLAvia Robotics control41chain wt - 18
AppleAAPLvia Copilot39chain wt - 19
Caterpillar Inc.CATvia Grid capacity39chain wt - 20
International Business MachinesIBMvia Agent workflow38chain wt - 21
SoftBank Group9984via EDA & design IP36chain wt - 22
BYD Company Limited1211.HKvia Grid battery storage36chain wt - 238002.TMarubeni Corporation8002.Tvia Data-center construction35chain wt
- 24
Mitsubishi Electric Corporation6503.Tvia Robotics control34chain wt - 25
Kyocera Corporation6971.Tvia ABF substrates34chain wt - 26
Fujitsu Limited6702.Tvia Sovereign compute programs33chain wt - 27000725.SZBOE Technology Group000725.SZvia Glass-core substrates32chain wt
- 28
Rolls-Royce Holdings plcRR.Lvia AI buildout risk31chain wt - 29
Deere & CompanyDEvia Robotics control30chain wt - 30MMM3M CompanyMMMvia Liquid cooling30chain wt
- 31
TRUMPFvia Foundry capacity30chain wt - 32
Cummins Inc.CMIvia AI buildout risk29chain wt - 33
Pegatron4938.TWvia AI factory29chain wt - 34
Rockwell Automation, Inc.ROKvia Robotics control28chain wt - 35
FANUC Corporation6954.Tvia Robotics control28chain wt - 36HQHigh-Flyer Quantvia Pretraining28chain wt
- 37
Mastercard IncorporatedMAvia Agent workflow27chain wt - 38
Atlas Copco ABATCO-A.STvia Foundry capacity27chain wt - 39KNIN.SWKuehne + Nagel International AGKNIN.SWvia Deployment lead time27chain wt
- 40
ZTE Corporation000063.SZvia Host compute (server CPUs)27chain wt - 41
Hyundai Motor Company005380.KSvia GPU26chain wt - 42
NEC Corporation6701.Tvia Subsea bandwidth26chain wt - 43
SMC Corporation6273.Tvia Foundry capacity26chain wt - 44
Expeditors International of Washington, Inc.EXPDvia Deployment lead time25chain wt - 45
Atos SE (Eviden)ATO.PAvia AI factory25chain wt - 46
JPMorgan Chase & Co.JPMvia Inference serving24chain wt - 47
Panasonic Holdings Corporation6752.Tvia Spine-leaf network24chain wt - 48
Nidec Corporation6594.Tvia Liquid cooling24chain wt - 49
Daifuku Co., Ltd.6383.Tvia Foundry capacity24chain wt - 50
Yaskawa Electric Corporation6506.Tvia Robotics control24chain wt - 519147.TNippon Express Holdings, Inc.9147.Tvia Deployment lead time24chain wt
- 52
Henkel AG & Co. KGaAHEN3.DEvia Liquid cooling23chain wt - 53
Nordson CorporationNDSNvia Packaging capacity23chain wt - 54
Eli Lilly and CompanyLLYvia AI factory22chain wt - 55
DHL Group (Deutsche Post AG)DHL.DEvia Robotics control22chain wt - 56
General Motors CompanyGMvia Robotics control22chain wt - 57
DSV A/SDSV.COvia Deployment lead time21chain wt - 58
EVA Airways Corporation2618.TWvia Deployment lead time21chain wt - 59
China Airlines, Ltd.2610.TWvia Deployment lead time21chain wt - 60
Toyota Motor CorporationTMvia Robotics control20chain wt - 61
Lockheed Martin CorporationLMTvia Robotics control20chain wt - 62
FedEx CorporationFDXvia Deployment lead time19chain wt - 63
Mercedes-Benz Group AGMBG.DEvia GPU19chain wt - 64
Korean Air Lines Co., Ltd.003490.KSvia Deployment lead time19chain wt - 65
Aptiv PLCAPTVvia Robotics control18chain wt - 66
A.P. Moller - Maersk A/SMAERSK-B.COvia AI buildout risk17chain wt - 67
GE HealthCare Technologies Inc.GEHCvia Multimodal models17chain wt - 68
United Parcel Service, Inc.UPSvia Enterprise knowledge assistant16chain wt - 69
Cathay Pacific Airways Limited0293.HKvia Deployment lead time16chain wt - 70
Robert Bosch GmbHvia Robotics control16chain wt - 71
Atlas Air Worldwide Holdings, Inc.via Deployment lead time16chain wt - 72
Northrop Grumman CorporationNOCvia Robotics control15chain wt - 73
TD SYNNEX CorporationSNXvia Host compute (server CPUs)15chain wt - 74
Arrow Electronics, Inc.ARWvia Host compute (server CPUs)15chain wt - 75
Avnet, Inc.AVTvia Host compute (server CPUs)15chain wt - 76NVONovo Nordisk A/SNVOvia AI factory14chain wt
- 77
Bruker CorporationBRKRvia Yield12chain wt - 78
Ingram Micro Holding CorporationINGMvia Host compute (server CPUs)11chain wt
Frequently asked
What are the top diversified ai stocks?
By modeled exposure to the AI value chain: Huawei, Alphabet (Google), Lenovo Group Limited, Foxconn (Hon Hai Precision), Amazon, Brookfield. The full ranked list of 78 names is below.
How are diversified ai stocks ranked here?
By chain-weight — each company's exposure to the parts of the AI chain, scaled by how central those parts are and the quality of its role (producer, supplier, consumer). It's a structural read, not a price target.
Which diversified company has the most AI-chain exposure?
Huawei, most strongly through GPU, with a chain-weight of 73/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain — not investment advice.
as of 2026-07-17Medium confidence model v0.7.0