Create screener for stocks in AI sector

Screening Filters

1. Themes: AI Beneficiary, Big Data, Cloud Computing, Software as a Service, Semiconductor Equipment & Materials, Technology

   • Purpose: Target companies that are directly involved in, or materially exposed to, the AI ecosystem.
   • Rationale: “AI sector” is broader than just companies that say “AI” in their business description. These themes capture the main layers of the AI value chain:
     • AI Beneficiary: companies that gain from AI adoption even if AI is not their only business.
     • Big Data: AI models depend heavily on data collection, storage, and analytics.
     • Cloud Computing: AI development and deployment often run on cloud infrastructure.
     • Software as a Service: many AI applications are delivered through SaaS platforms.
     • Semiconductor Equipment & Materials: AI requires advanced chips and the supply chain that supports them.
     • Technology: ensures the screener stays within the broader tech universe where AI leaders are most likely to be found.

2. Region: US

   • Purpose: Limit the screen to U.S.-based stocks.
   • Rationale: U.S. markets contain many of the most established and liquid AI-related companies, including chipmakers, cloud providers, and software firms. This makes the screener more focused and easier to use if the goal is to find AI stocks trading in the U.S.

3. List Exchange: XNYS, XNAS, XASE

   • Purpose: Restrict results to major U.S. exchanges: NYSE, Nasdaq, and NYSE American.
   • Rationale: These exchanges list the most accessible and tradable U.S. stocks, including many leading AI names. Filtering to these venues helps avoid less liquid or less relevant listings and keeps the screener centered on mainstream U.S. equities.

Why Results Match:

• The combined theme filters capture companies across the AI ecosystem, not just pure-play AI firms, which is important because many AI opportunities are spread across software, cloud, chips, and data infrastructure.
• The U.S. region and exchange filters narrow the universe to liquid, investable American stocks where many of the largest AI-related companies are listed.
• Together, these filters produce a practical AI stock screener that is broad enough to find relevant names but focused enough to avoid unrelated industries and markets.