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Categories
Five public-market categories that span the AI sector buildout.
Cloud & Strategic Backers
7 companies
1D avg
+0.31%
EV/S med
9.2×
OpM med
+34.03%
Rev YoY med
+25.50%
MSFT
·
AMZN
·
GOOGL
·
ORCL
·
META
·
TSLA
·
SPCX
Semiconductors / AI Compute
11 companies
1D avg
-1.11%
EV/S med
24.0×
OpM med
+33.16%
Rev YoY med
+74.30%
NVDA
·
AVGO
·
AMD
·
TSM
·
ASML
·
ARM
·
MU
·
MRVL
·
ALAB
·
CBRS
·
TER
Data Center & Networking
9 companies
1D avg
-0.62%
EV/S med
12.3×
OpM med
+18.20%
Rev YoY med
+29.90%
ANET
·
VRT
·
ETN
·
SBGSY
·
DLR
·
EQIX
·
CRWV
·
NBIS
·
SMCI
Power & Grid
6 companies
1D avg
-1.71%
EV/S med
3.6×
OpM med
+10.71%
Rev YoY med
+17.50%
GEV
·
CEG
·
VST
·
NRG
·
ENR.DE
·
OKLO
Software & Application Layer
11 companies
1D avg
+0.93%
EV/S med
14.3×
OpM med
+0.67%
Rev YoY med
+35.10%
SNOW
·
PLTR
·
NET
·
DDOG
·
CRWD
·
NOW
·
MDB
·
GTLB
·
TEAM
·
FIG
·
APP