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 GPU71chain wt - 2
Alphabet (Google)GOOGLvia ASIC56chain wt - 3
Lenovo Group Limited0992.HKvia Liquid cooling55chain wt - 4
Foxconn (Hon Hai Precision)2317.TWvia AI factory52chain wt - 5
AmazonAMZNvia ASIC51chain wt - 6
BrookfieldBAMvia Power purchase agreement48chain wt - 7
ABBABBN.SWvia Power delivery chain47chain wt - 8
MicrosoftMSFTvia GPU45chain wt - 9
Siemens AGSIE.DEvia EDA & design IP44chain wt - 10
Alibaba GroupBABAvia Pretraining43chain wt - 11
Canon7751.Tvia Lithography equipment43chain wt - 12
Mitsubishi Heavy Industries7011.Tvia Backup generation42chain wt - 13
Flex Ltd.FLEXvia Power delivery chain41chain wt - 14
Nikon7731.Tvia Lithography equipment41chain wt - 15
Tencent Holdings0700.HKvia GPU40chain wt - 16
Luxshare Precision Industry002475.SZvia Transceivers40chain wt - 17
TeslaTSLAvia Robotics control39chain wt - 18
Caterpillar Inc.CATvia Grid capacity38chain wt - 19
AppleAAPLvia Copilot37chain wt - 20
International Business MachinesIBMvia Agent workflow36chain wt - 21
SoftBank Group9984via EDA & design IP35chain wt - 22
BYD Company Limited1211.HKvia Grid battery storage34chain wt - 238002.TMarubeni Corporation8002.Tvia Data-center construction33chain wt
- 24
Kyocera Corporation6971.Tvia ABF substrates33chain wt - 25
Mitsubishi Electric Corporation6503.Tvia Robotics control32chain wt - 26
Fujitsu Limited6702.Tvia Sovereign compute programs31chain wt - 27000725.SZBOE Technology Group000725.SZvia Glass-core substrates31chain wt
- 28
Rolls-Royce Holdings plcRR.Lvia AI buildout risk30chain wt - 29
TRUMPFvia Foundry capacity29chain wt - 30
Deere & CompanyDEvia Robotics control28chain wt - 31MMM3M CompanyMMMvia Liquid cooling28chain wt
- 32
Pegatron4938.TWvia AI factory28chain wt - 33
Cummins Inc.CMIvia AI buildout risk27chain wt - 34HQHigh-Flyer Quantvia Pretraining27chain wt
- 35
Mastercard IncorporatedMAvia Agent workflow26chain wt - 36
Atlas Copco ABATCO-A.STvia Foundry capacity26chain wt - 37
Rockwell Automation, Inc.ROKvia Robotics control26chain wt - 38
FANUC Corporation6954.Tvia Robotics control26chain wt - 39KNIN.SWKuehne + Nagel International AGKNIN.SWvia Deployment lead time26chain wt
- 40
ZTE Corporation000063.SZvia Host compute (server CPUs)26chain wt - 41
Hyundai Motor Company005380.KSvia GPU25chain wt - 42
NEC Corporation6701.Tvia Subsea bandwidth25chain wt - 43
SMC Corporation6273.Tvia Foundry capacity25chain wt - 44
Expeditors International of Washington, Inc.EXPDvia Deployment lead time24chain wt - 45
Atos SE (Eviden)ATO.PAvia AI factory24chain wt - 46
JPMorgan Chase & Co.JPMvia Inference serving23chain wt - 47
Panasonic Holdings Corporation6752.Tvia Spine-leaf network23chain wt - 48
Nidec Corporation6594.Tvia Liquid cooling23chain wt - 49
Daifuku Co., Ltd.6383.Tvia Foundry capacity23chain wt - 509147.TNippon Express Holdings, Inc.9147.Tvia Deployment lead time23chain wt
- 51
Eli Lilly and CompanyLLYvia AI factory22chain wt - 52
Henkel AG & Co. KGaAHEN3.DEvia Liquid cooling22chain wt - 53
Nordson CorporationNDSNvia Packaging capacity22chain wt - 54
Yaskawa Electric Corporation6506.Tvia Robotics control22chain wt - 55
DHL Group (Deutsche Post AG)DHL.DEvia Robotics control21chain wt - 56
General Motors CompanyGMvia Robotics control21chain 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 control19chain wt - 61
Lockheed Martin CorporationLMTvia Robotics control19chain wt - 62
FedEx CorporationFDXvia Deployment lead time18chain wt - 63
Mercedes-Benz Group AGMBG.DEvia GPU18chain wt - 64
Korean Air Lines Co., Ltd.003490.KSvia Deployment lead time18chain wt - 65
Aptiv PLCAPTVvia Robotics control17chain wt - 66
A.P. Moller - Maersk A/SMAERSK-B.COvia AI buildout risk16chain wt - 67
GE HealthCare Technologies Inc.GEHCvia Multimodal models16chain wt - 68
Cathay Pacific Airways Limited0293.HKvia Deployment lead time16chain wt - 69
Atlas Air Worldwide Holdings, Inc.via Deployment lead time16chain wt - 70
United Parcel Service, Inc.UPSvia Enterprise knowledge assistant15chain wt - 71
Northrop Grumman CorporationNOCvia Robotics control15chain wt - 72
Robert Bosch GmbHvia Robotics control15chain wt - 73
TD SYNNEX CorporationSNXvia Host compute (server CPUs)14chain wt - 74
Arrow Electronics, Inc.ARWvia Host compute (server CPUs)14chain wt - 75
Avnet, Inc.AVTvia Host compute (server CPUs)14chain wt - 76NVONovo Nordisk A/SNVOvia AI factory13chain wt
- 77
Bruker CorporationBRKRvia Yield12chain wt - 78
Ingram Micro Holding CorporationINGMvia Host compute (server CPUs)10chain 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 71/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain - not investment advice.
as of 2026-08-23Medium confidence model v2.8