Research Lists
Our Picks
Five ways into the same 523-company universe. Each list asks a different question of the research — what’s irreplaceable, what’s most exposed to AI demand, what’s about to move, what’s still overlooked, and how the whole thing stacks up layer by layer.
Not investment advice. Do your own research.
Research List
The Chokepoints
Companies the AI build cannot happen without. Sole-source suppliers, irreplaceable fabricators, critical enablers — identified from SEC filings and documented supply chain evidence.
ASMLTSMNVDAKLACAVGO
15 companies→Research List
AI Exposure Leaders
Companies with the highest share of revenue tied to AI infrastructure demand. Pure-play and diversified names, backed by disclosed revenue breakdowns.
CRDONBISVRTGEVANET
20+ companies→Research List
The Catalysts
Companies with specific near-term events that could move the stock — new products, capacity expansions, contract renewals. Each anchored to management statements.
DYAMDGEVOKLOSMR
15+ catalysts→Research List
Under the Radar
Small-cap companies under $2.5B with real revenue, documented relationships, and evidence of growing AI infrastructure demand.
AEHRMECBWBWENTSSI
10+ companies→Research List
By Layer
Who matters at each layer of the build, across our 13-layer infrastructure map from silicon design to cloud operators.
523 companies13 layers
13 layers→What this is and what it isn’t.These are research lists — companies we find interesting based on our data. They are not recommendations to buy, sell, or hold any security. The Buildout is in beta and is not a registered broker or investment adviser. We update these lists when we update them. Always do your own research.