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136 companies matchUpdated with our data, free, no account

AI and semiconductors

The companies building the AI boom. Some are near-monopolies with the best moats in industry. Some are commodities in a lab coat.

Figure

Overall rating across the top 12 matches

MSFT78.0META77.0GOOGL76.0AAPL74.0AVGO74.0NVDA71.0ADBE71.0REL.L70.0CRM68.0NPN.JO68.0ORCL66.0QCOM66.0Longer bar is better

Look at the spread, not the ranking. If the bars are all the same length, the screen is arbitrary: one point of overall rating separates a company that made the list from one that did not, and the cut is doing more work than the data supports. A long tail means the top few are genuinely exceptional and the rest merely qualified.

Figure

What this screen is really buying

Technology
38
Communications
2

More than half of these companies are in one sector (Technology). That is worth knowing: this screen has quietly become a sector bet, and if that sector re-rates, every name on the list moves together. Diversification comes from low correlation, not from the length of a list.

CompanyPriceRating
MSFT
Microsoft Corp.
$441.2078
META
Meta Platforms
$720.0077
GOOGL
Alphabet Inc.
$178.9076
AAPL
Apple Inc.
$228.5074
AVGO
Broadcom Inc.
$1,700.0074
NVDA
NVIDIA Corp.
$124.3071
ADBE
Adobe Inc.
$420.0071
REL.L
RELX plc
£36.4070
CRM
Salesforce Inc.
$280.0068
NPN.JO
Naspers
R4,310.0068
ORCL
Oracle Corp.
$210.0066
QCOM
Qualcomm Inc.
$165.0066
TXN
Texas Instruments
$195.0066
UBER
Uber Technologies
$90.0065
MU
Micron Technology
$130.0064
AMD
Advanced Micro Devices
$170.0060
ARM
Arm Holdings
$138.7055
PLTR
Palantir Technologies
$27.4049
INTC
Intel Corp.
$22.0042
ADP
Automatic Data Processing
$0.000
ADI
Analog Devices
$0.000
ADSK
Autodesk Inc.
$0.000
AMAT
Applied Materials
$0.000
ANSS
Ansys Inc.
$0.000
ASML
ASML Holding (ADR)
$0.000
CDNS
Cadence Design Systems
$0.000
CDW
CDW Corp.
$0.000
CRWD
CrowdStrike Holdings
$0.000
CSCO
Cisco Systems
$0.000
CTSH
Cognizant Technology
$0.000
DDOG
Datadog Inc.
$0.000
FTNT
Fortinet Inc.
$0.000
GFS
GlobalFoundries
$0.000
INTU
Intuit Inc.
$0.000
KLAC
KLA Corp.
$0.000
LRCX
Lam Research
$0.000
MCHP
Microchip Technology
$0.000
MRVL
Marvell Technology
$0.000
NXPI
NXP Semiconductors
$0.000
ON
ON Semiconductor
$0.000

Showing the top 40 of 136 matches, ranked by the screen's own criteria.

Educational information, not financial advice, and not a recommendation to buy anything. A screen is a place to start reading, never a place to stop.