SiliconAnalysis
Companies Leaderboard
Ranking AI & physical-AI firms by composite sovereignty score.
Scoring Model:
| Rank | Company | Ticker | Category | Alpha | Composite | Financial | AI Int. | Sentiment | As of |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Qualcomm | QCOM | AI HARDWARE | 78.0 | 60 | 50 | 50 | 57 | 5/23/2026 |
| 2 | Advanced Micro Devices | AMD | AI HARDWARE | 70.7 | 71 | 48 | 88 | 55 | 5/23/2026 |
| 3 | ASML Holding | ASML | AI HARDWARE | 65.6 | 57 | 71 | 50 | 49 | 5/23/2026 |
| 4 | KLA Corporation | KLAC | AI HARDWARE | 65.0 | 55 | 54 | 50 | 52 | 5/23/2026 |
| 5 | ARM Holdings | ARM | AI HARDWARE | 64.6 | 55 | 41 | 50 | 60 | 5/23/2026 |
| 6 | Broadcom | AVGO | AI HARDWARE | 64.0 | 71 | 86 | 70 | 62 | 5/23/2026 |
| 7 | Applied Materials | AMAT | AI HARDWARE | 63.5 | 56 | 66 | 50 | 54 | 5/23/2026 |
| 8 | NXP Semiconductors | NXPI | AI HARDWARE | 63.3 | 56 | 49 | 50 | 61 | 5/23/2026 |
| 9 | Intel | INTC | FOUNDRY | 63.3 | 54 | 18 | 55 | 53 | 5/23/2026 |
| 10 | Lam Research | LRCX | AI HARDWARE | 62.8 | 54 | 50 | 50 | 53 | 5/23/2026 |
| 11 | Microsoft | MSFT | CLOUD INFRA | 62.5 | 67 | 74 | 78 | 56 | 5/23/2026 |
| 12 | Taiwan Semiconductor | TSM | FOUNDRY | 61.9 | 66 | 77 | 60 | 54 | 5/23/2026 |
| 13 | Amazon | AMZN | CLOUD INFRA | 61.3 | 61 | 24 | 75 | 57 | 5/23/2026 |
| 14 | Nvidia | NVDA | AI HARDWARE | 61.2 | 76 | 86 | 99 | 57 | 5/23/2026 |
| 15 | Alphabet | GOOGL | CLOUD INFRA | 60.8 | 64 | 39 | 82 | 55 | 5/23/2026 |
| 16 | Micron Technology | MU | AI HARDWARE | 58.0 | 52 | 40 | 50 | 51 | 5/23/2026 |
| 17 | ON Semiconductor | ON | AI HARDWARE | 57.8 | 54 | 46 | 50 | 61 | 5/23/2026 |
| 18 | Dell Technologies | DELL | AI HARDWARE | 57.0 | 53 | 26 | 50 | 67 | 5/23/2026 |
| 19 | Super Micro Computer | SMCI | AI HARDWARE | 56.9 | 51 | 20 | 50 | 61 | 5/23/2026 |
| 20 | Texas Instruments | TXN | AI HARDWARE | 56.2 | 54 | 49 | 50 | 62 | 5/23/2026 |
| 21 | Analog Devices | ADI | AI HARDWARE | 56.1 | 58 | 76 | 50 | 67 | 5/23/2026 |
| 22 | Oracle | ORCL | CLOUD INFRA | 55.9 | 51 | 21 | 50 | 63 | 5/23/2026 |
| 23 | IBM | IBM | CLOUD INFRA | 55.8 | 50 | 10 | 50 | 61 | 5/23/2026 |
| 24 | Anthropic | ANTHROPIC | MODEL LAB | 55.6 | 54 | 50 | 50 | 59 | 5/23/2026 |
| 25 | Palantir Technologies | PLTR | INFRA SAAS | 55.5 | 57 | 86 | 50 | 59 | 5/23/2026 |
| 26 | OpenAI | OPENAI | MODEL LAB | 55.2 | 53 | 50 | 50 | 57 | 5/23/2026 |
| 27 | Meta Platforms | META | CLOUD INFRA | 55.2 | 54 | 71 | 50 | 50 | 5/23/2026 |
| 28 | ServiceNow | NOW | INFRA SAAS | 55.0 | 56 | 73 | 50 | 61 | 5/23/2026 |
| 29 | Western Digital | WDC | AI HARDWARE | 54.9 | 53 | 50 | 50 | 55 | 5/23/2026 |
| 30 | Marvell Technology | MRVL | AI HARDWARE | 54.8 | 55 | 51 | 50 | 68 | 5/23/2026 |
| 31 | C3.ai | AI | INFRA SAAS | 54.5 | 49 | 15 | 50 | 56 | 5/23/2026 |
| 32 | Arista Networks | ANET | AI HARDWARE | 54.3 | 59 | 88 | 50 | 68 | 5/23/2026 |
| 33 | Zscaler | ZS | INFRA SAAS | 54.2 | 52 | 55 | 50 | 54 | 5/23/2026 |
| 34 | CrowdStrike | CRWD | INFRA SAAS | 54.2 | 51 | 45 | 50 | 53 | 5/23/2026 |
| 35 | Palo Alto Networks | PANW | INFRA SAAS | 53.7 | 52 | 50 | 50 | 54 | 5/23/2026 |
| 36 | Salesforce | CRM | INFRA SAAS | 52.1 | 55 | 73 | 50 | 62 | 5/23/2026 |
| 37 | GlobalFoundries | GFS | FOUNDRY | 51.4 | 50 | 37 | 50 | 54 | 5/23/2026 |
| 38 | Fortinet | FTNT | INFRA SAAS | 48.0 | 50 | 50 | 50 | 53 | 5/23/2026 |
| 39 | United Microelectronics | UMC | FOUNDRY | 46.3 | 49 | 36 | 50 | 56 | 5/23/2026 |
| 40 | xAI | XAI | MODEL LAB | 46.1 | 49 | 50 | 50 | 51 | 5/23/2026 |
| 41 | Hewlett Packard Enterprise | HPE | AI HARDWARE | 42.9 | 51 | 50 | 50 | 67 | 5/23/2026 |
| 42 | UiPath | PATH | INFRA SAAS | 42.3 | 50 | 46 | 50 | 61 | 5/23/2026 |
| 43 | Datadog | DDOG | INFRA SAAS | 42.3 | 50 | 59 | 50 | 59 | 5/23/2026 |
| 44 | Coherent | COHR | AI HARDWARE | 42.2 | 47 | 16 | 50 | 65 | 5/23/2026 |
| 45 | Snowflake | SNOW | INFRA SAAS | 42.0 | 49 | 44 | 50 | 58 | 5/23/2026 |
| 46 | Microchip Technology | MCHP | AI HARDWARE | 41.1 | 50 | 42 | 50 | 67 | 5/23/2026 |
| 47 | BigBear.ai | BBAI | INFRA SAAS | 41.1 | 45 | 1 | 50 | 63 | 5/23/2026 |
| 48 | Ambarella | AMBA | AI HARDWARE | 40.9 | 49 | 33 | 50 | 66 | 5/23/2026 |
| 49 | Seagate Technology | STX | AI HARDWARE | 39.8 | 47 | 40 | 50 | 54 | 5/23/2026 |
| 50 | Cisco Systems | CSCO | AI HARDWARE | 39.6 | 50 | 61 | 50 | 58 | 5/23/2026 |
| 51 | Adobe | ADBE | MODEL LAB | 39.6 | 51 | 83 | 50 | 55 | 5/23/2026 |
| 52 | Okta | OKTA | INFRA SAAS | 39.4 | 48 | 51 | 50 | 56 | 5/23/2026 |
| 53 | Wolfspeed | WOLF | AI HARDWARE | 38.6 | 45 | 8 | 50 | 61 | 5/23/2026 |
| 54 | Snap Inc | SNAP | MODEL LAB | 38.4 | 43 | 29 | 50 | 44 | 5/23/2026 |
| 55 | Lumentum | LITE | AI HARDWARE | 38.3 | 46 | 11 | 50 | 65 | 5/23/2026 |
| 56 | Synopsys | SNPS | AI HARDWARE | 38.0 | 49 | 52 | 50 | 60 | 5/23/2026 |
| 57 | SentinelOne | S | INFRA SAAS | 38.0 | 45 | 21 | 50 | 59 | 5/23/2026 |
| 58 | Cloudflare | NET | INFRA SAAS | 37.9 | 45 | 30 | 50 | 53 | 5/23/2026 |
| 59 | Cadence Design Systems | CDNS | AI HARDWARE | 37.7 | 52 | 80 | 50 | 65 | 5/23/2026 |
| 60 | MongoDB | MDB | INFRA SAAS | 37.5 | 46 | 36 | 50 | 56 | 5/23/2026 |
| 61 | Workday | WDAY | INFRA SAAS | 36.7 | 49 | 63 | 50 | 57 | 5/23/2026 |
| 62 | Skyworks Solutions | SWKS | AI HARDWARE | 36.2 | 49 | 59 | 50 | 61 | 5/23/2026 |
| 63 | Mistral AI | MISTRAL | MODEL LAB | 35.5 | 50 | 50 | 50 | 73 | 5/23/2026 |
| 64 | HubSpot | HUBS | INFRA SAAS | 35.5 | 47 | 48 | 50 | 57 | 5/23/2026 |
| 65 | GitLab | GTLB | INFRA SAAS | 35.5 | 47 | 38 | 50 | 61 | 5/23/2026 |
| 66 | Grab Holdings | GRAB | MODEL LAB | 35.4 | 46 | 23 | 50 | 65 | 5/23/2026 |
| 67 | Intuit | INTU | INFRA SAAS | 35.4 | 48 | 73 | 50 | 51 | 5/23/2026 |
| 68 | HP Inc | HPQ | AI HARDWARE | 35.0 | 46 | 50 | 50 | 53 | 5/23/2026 |
| 69 | ANSYS | ANSS | AI HARDWARE | 34.9 | 48 | 50 | 50 | 63 | 5/23/2026 |
| 70 | The Trade Desk | TTD | MODEL LAB | 34.5 | 47 | 50 | 50 | 60 | 5/23/2026 |
| 71 | Upstart Holdings | UPST | MODEL LAB | 34.4 | 46 | 26 | 50 | 65 | 5/23/2026 |
| 72 | Atlassian | TEAM | INFRA SAAS | 33.9 | 47 | 54 | 50 | 59 | 5/23/2026 |
| 73 | Cirrus Logic | CRUS | AI HARDWARE | 33.5 | 47 | 65 | 50 | 55 | 5/23/2026 |
| 74 | DeepSeek | DEEPSEEK | MODEL LAB | 32.8 | 44 | 50 | 50 | 44 | 5/23/2026 |
| 75 | Airbnb | ABNB | MODEL LAB | 32.8 | 47 | 55 | 50 | 58 | 5/23/2026 |
| 76 | Cohere | COHERE | MODEL LAB | 32.8 | 50 | 50 | 50 | 74 | 5/23/2026 |
| 77 | Elastic | ESTC | INFRA SAAS | 32.5 | 45 | 34 | 50 | 59 | 5/23/2026 |
| 78 | Shopify | SHOP | INFRA SAAS | 32.4 | 48 | 48 | 50 | 69 | 5/23/2026 |
| 79 | MACOM Technology | MTSI | AI HARDWARE | 32.1 | 49 | 56 | 50 | 68 | 5/23/2026 |
| 80 | Lattice Semiconductor | LSCC | AI HARDWARE | 32.0 | 49 | 54 | 50 | 68 | 5/23/2026 |
| 81 | Zoom Video Communications | ZM | INFRA SAAS | 31.7 | 49 | 62 | 50 | 65 | 5/23/2026 |
| 82 | Veeva Systems | VEEV | INFRA SAAS | 31.7 | 49 | 86 | 50 | 55 | 5/23/2026 |
| 83 | Bill Holdings | BILL | INFRA SAAS | 30.7 | 45 | 39 | 50 | 59 | 5/23/2026 |
| 84 | Silicon Laboratories | SLAB | AI HARDWARE | 30.3 | 44 | 26 | 50 | 62 | 5/23/2026 |
| 85 | PINS | MODEL LAB | 29.5 | 43 | 56 | 50 | 45 | 5/23/2026 | |
| 86 | Twilio | TWLO | INFRA SAAS | 28.9 | 43 | 38 | 50 | 52 | 5/23/2026 |
| 87 | DigitalOcean | DOCN | CLOUD INFRA | 28.9 | 44 | 46 | 50 | 52 | 5/23/2026 |
| 88 | SiTime Corporation | SITM | AI HARDWARE | 28.9 | 39 | 35 | 50 | 35 | 5/23/2026 |
| 89 | Stability AI | STABILITY | MODEL LAB | 28.2 | 44 | 50 | 50 | 55 | 5/23/2026 |
| 90 | Unity Software | U | MODEL LAB | 27.6 | 41 | 25 | 50 | 52 | 5/23/2026 |
| 91 | Roblox | RBLX | MODEL LAB | 27.4 | 40 | 33 | 50 | 42 | 5/23/2026 |
| 92 | AppLovin | APP | MODEL LAB | 27.1 | 43 | 69 | 50 | 40 | 5/23/2026 |
| 93 | Duolingo | DUOL | MODEL LAB | 27.0 | 43 | 63 | 50 | 42 | 5/23/2026 |
| 94 | SoundHound AI | SOUN | MODEL LAB | 26.8 | 40 | 19 | 50 | 50 | 5/23/2026 |
| 95 | Confluent | CFLT | INFRA SAAS | 26.8 | 40 | 17 | 50 | 50 | 5/23/2026 |
| 96 | Allegro MicroSystems | ALGM | AI HARDWARE | 26.8 | 40 | 17 | 50 | 50 | 5/23/2026 |
| 97 | Impinj | PI | AI HARDWARE | 26.8 | 41 | 32 | 50 | 50 | 5/23/2026 |
| 98 | AI21 Labs | AI21 | MODEL LAB | 26.3 | 43 | 50 | 50 | 50 | 5/23/2026 |
| 99 | Inflection AI | INFLECTION | MODEL LAB | 26.3 | 43 | 50 | 50 | 50 | 5/23/2026 |
| 100 | Hugging Face | HUGGINGFACE | MODEL LAB | 26.3 | 43 | 50 | 50 | 50 | 5/23/2026 |