S&P 500 AI split

AI-exposed companies are 19% of the S&P 500 and supplied 71% of its gain since 2022

Companies on 9 Oct 2026. The gain is the index's total return since 30 Nov 2022, dividends reinvested.

AI-exposed companies
The rest of the S&P 500

19%

of the companies

93 of 501. One dot per company.

71%

of the gain

Since 2022. One square per 1% of the index's total return.

AI-exposed means AI is the company's core business, or a growth driver investors already price, judged from its business description and checked by hand.