AI plays

Screening Filters

1. Market Cap ≥ $5B ('market_cap': {'min': '5000000000'})

   • Purpose: Focus on larger, more established companies involved in AI.
   • Rationale:
     • Many well-recognized “AI plays” are sizable firms (chip makers, cloud platforms, software leaders) with enough capital to invest meaningfully in AI R&D and infrastructure.
     • Larger caps tend to have better disclosures, more analyst coverage, and more stable business models, which helps distinguish serious AI beneficiaries from speculative names that just use the AI buzzword.

2. AI Theme – “AI Beneficiary” ('themes': ['AI Beneficiary'])

   • Purpose: Explicitly target companies where AI is a meaningful driver of growth, competitive advantage, or demand.
   • Rationale:
     • Your question is broad (“AI plays”), which includes both direct AI providers (chips, models, software) and indirect beneficiaries (cloud, data centers, enterprise software).
     • A theme tag like “AI Beneficiary” is designed to capture the full ecosystem of companies that are either building AI or whose products/services are in higher demand because of AI adoption.

3. Index Membership – S&P 500 or Nasdaq 100 ('is_index_component': ['GSPC', 'NDX'])

   • Purpose: Limit results to major, liquid, widely followed names.
   • Rationale:
     • S&P 500 (GSPC) and Nasdaq 100 (NDX) constituents are typically larger, established firms, which aligns with the goal of identifying credible, mainstream “AI plays” rather than tiny, speculative tickers.
     • These indices are heavily populated with technology, communication services, and large industrial names that are central to the AI theme (semis, hyperscalers, software leaders).

4. 5-Year Revenue CAGR ≥ 5% ('revenue_5yr_cagr': {'min': '5'})

   • Purpose: Ensure the companies have demonstrated consistent growth over a multi-year period.
   • Rationale:
     • Many genuine AI beneficiaries show structural growth trends, not just a one-year spike.
     • A minimum 5% compound annual growth rate over five years filters out stagnating or shrinking businesses, increasing the odds that the companies are benefiting from secular trends like AI.

5. Latest Annual Revenue YoY Growth ≥ 5% ('annual_revenue_yoy_growth': {'min': '5'})

   • Purpose: Confirm that recent growth is still intact and not only a historical artifact.
   • Rationale:
     • AI-related demand has accelerated especially in recent years (cloud AI workloads, GPUs, AI-driven software features).
     • Requiring current year-over-year revenue growth helps surface companies where AI (or other growth drivers) is actively contributing to recent performance.

6. Analyst Consensus: Strong Buy, Moderate Buy, or Hold ('analyst_consensus': ['Strong Buy', 'Moderate Buy', 'Hold'])

   • Purpose: Exclude names that analysts broadly dislike while still allowing neutral views.
   • Rationale:
     • A pure “AI story” stock can still be overpriced or fundamentally weak. Limiting to at least Hold consensus avoids the most negatively viewed names.
     • Including Strong Buy and Moderate Buy lets in companies where the analyst community sees AI exposure as a positive part of the investment case.

Why Results Match as “AI Plays”

• The AI Beneficiary theme directly answers your request by focusing on companies materially exposed to the AI trend (either as core providers or key beneficiaries).
• Size (market cap), index inclusion, and growth filters align you with larger, established, and growing businesses, which are more likely to be genuine AI plays rather than speculative stories.
• The analyst consensus filter helps ensure that the AI exposure is not overshadowed by major fundamental concerns, making the resulting list more investable and representative of mainstream “AI plays.”