DARTS places each company in one of five themes from what it says in its own SEC filings. 246 of the 1,485 classified companies sit in AI; 104 of those placements are high confidence.
Sub-sectors
| Sub-sector | Companies | Share of companies | High confidence | Confirmed buying |
|---|---|---|---|---|
| Chips & Semiconductors | 143 | 98 | 9 | |
| AI Software & Platforms | 50 | 3 | 1 | |
| AI Applications & Services | 33 | 1 | 6 | |
| Compute Hardware & Systems | 16 | 2 | 0 | |
| Semiconductor Equipment & Materials | 3 | 0 | 0 | |
| Conglomerates & Diversified Holdings | 1 | 0 | 0 |
Where insiders are buying
16 AI companies carry a Confirmed stamp: net insider buying strong enough to stamp, $127,647,529 bought in total. Open-market purchases and sales reported on SEC Form 4, filed Sep 4, 2026 to Nov 9, 2026.
| Company | Sub-sector | Insiders buying | Bought | Last buy |
|---|---|---|---|---|
| ROLROLLINS INC | Chips & Semiconductors | 2 | $99,913,330 | Oct 29, 2026 |
| INTCINTEL CORP | Chips & Semiconductors | 1 | $9,709,680 | Nov 2, 2026 |
| RENTRent the Runway, Inc | AI Applications & Services | 3 | $6,120,516 | Oct 21, 2026 |
| ANGXAngel Studios, Inc | AI Applications & Services | 1 | $3,009,007 | Sep 11, 2026 |
| XBPXBP Global Holdings, Inc | AI Applications & Services | 5 | $2,392,139 | Sep 15, 2026 |
| TTMITTM TECHNOLOGIES INC | Chips & Semiconductors | 3 | $2,283,952 | Nov 5, 2026 |
| AIOKAI OKTO Corp | Chips & Semiconductors | 1 | $1,059,604 | Oct 23, 2026 |
| LSCCLATTICE SEMICONDUCTOR CORP | Chips & Semiconductors | 1 | $1,003,690 | Nov 4, 2026 |
| TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Chips & Semiconductors | 31 | $614,680 | Nov 5, 2026 |
| GFSGLOBALFOUNDRIES Inc | Chips & Semiconductors | 2 | $473,688 | Nov 6, 2026 |
| MXMAGNACHIP SEMICONDUCTOR Corp | Chips & Semiconductors | 1 | $318,496 | Sep 24, 2026 |
| ENPHEnphase Energy, Inc | Chips & Semiconductors | 2 | $298,104 | Nov 3, 2026 |
| CRHCRH PUBLIC LTD CO | AI Applications & Services | 1 | $189,260 | Nov 3, 2026 |
| FLNCFluence Energy, Inc | AI Software & Platforms | 2 | $125,120 | Sep 21, 2026 |
| BFRGBullFrog AI Holdings, Inc | AI Applications & Services | 2 | $71,343 | Sep 22, 2026 |
| FRPTFreshpet, Inc | AI Applications & Services | 1 | $64,920 | Sep 14, 2026 |
Where insiders are selling
69 companies carry a Distribution stamp: one-way insider selling, $3,532,490,700 sold in total. A Distribution stamp is a flag, not a short thesis; insiders sell for many reasons.
| Company | Sub-sector | Insiders selling | Sold | Last sale |
|---|---|---|---|---|
| DELLDell Technologies Inc | Compute Hardware & Systems | 12 | $1,025,833,951 | Oct 22, 2026 |
| NVDANVIDIA CORP | Compute Hardware & Systems | 3 | $550,219,127 | Sep 21, 2026 |
| STXSeagate Technology Holdings plc | Compute Hardware & Systems | 5 | $273,614,764 | Nov 2, 2026 |
| AVGOBroadcom Inc | Chips & Semiconductors | 1 | $250,006,183 | Sep 23, 2026 |
| UMCUNITED MICROELECTRONICS CORP | Chips & Semiconductors | 2 | $230,429,600 | Sep 22, 2026 |
| CBRSCerebras Systems Inc | Chips & Semiconductors | 6 | $149,336,832 | Oct 27, 2026 |
| PEverpure, Inc | Compute Hardware & Systems | 7 | $138,673,034 | Oct 14, 2026 |
| SNDKSandisk Corp | Compute Hardware & Systems | 4 | $120,241,328 | Nov 2, 2026 |
| METAMeta Platforms, Inc | AI Software & Platforms | 6 | $103,378,705 | Nov 2, 2026 |
| CRDOCredo Technology Group Holding Ltd | Chips & Semiconductors | 6 | $81,989,886 | Oct 27, 2026 |
| AMDADVANCED MICRO DEVICES INC | Chips & Semiconductors | 2 | $66,162,407 | Oct 15, 2026 |
| TEMTempus AI, Inc | AI Software & Platforms | 6 | $54,777,363 | Nov 2, 2026 |
| MPWRMONOLITHIC POWER SYSTEMS, INC | Chips & Semiconductors | 1 | $40,349,046 | Sep 28, 2026 |
| NTAPNetApp, Inc | Compute Hardware & Systems | 6 | $35,511,506 | Oct 12, 2026 |
| LITELumentum Holdings Inc | Chips & Semiconductors | 2 | $34,240,157 | Oct 1, 2026 |
Largest 15 by dollars sold. The other 54 are on the dashboard.
How to read this page
Theme and sub-sector placements come from each company's own filings. The insider stamps join on the company's SEC CIK from the nightly Form 4 tape. Form 4 filings lag trades by up to two business days. 131 of these 246 companies had any insider buying or selling in the window; the rest show no open-market trades.