AGI Sector Scan — 500 Stock Universe

First-pass shallow scan of every sector of the economy for AGI beneficiaries. Next 2-3 years, recursive self-improvement era.

15
Sector Reports
~230
Sub-Sectors
~766
Company Mentions
~500
Unique Tickers (est.)
Report 01
Energy & Power
15 sectors 74 companies 11 high
Natural gas, nuclear/uranium, renewables, grid equipment, utilities, IPPs, batteries, power electronics, generators, fuel cells, geothermal.
Report 02
Semiconductors & Chips
15 sectors 70 companies 8 high
GPUs, AI accelerators, memory/HBM, foundries, litho/depo/etch equipment, EDA, materials, packaging, power semis, networking chips.
Report 03
Networking & Connectivity
17 sectors 48 companies 8 high
Optical fiber/transceivers, InfiniBand, switches/routers, undersea cables, 5G, satellite, test & measurement, SDN.
Report 04
Data Centers & Infrastructure
18 sectors 50 companies 7 high
DC REITs, hyperscalers, neoclouds, liquid cooling, UPS, PDUs, construction, modular DCs, racks, fire suppression, DCIM.
Report 05
Software & Cloud Services
16 sectors 58 companies 6 high
AI/ML platforms, cloud infrastructure, data infra, observability, cybersecurity, DevOps/MLOps, vertical AI SaaS, RPA.
Report 06
Industrial & Construction
18 sectors 62 companies 7 high
Transformers, switchgear, HVAC, industrial gases, E&C firms, copper wire, steel, concrete, heavy equipment, automation, pumps.
Report 07
Mining & Raw Materials
16 sectors 65 companies 7 high
Copper, aluminum, rare earths, lithium, uranium, silver, steel, specialty metals, silicon, graphite, mining equipment.
Report 08
Robotics & Automation
16 sectors 47 companies 9 high
Humanoid robots, industrial arms, autonomous vehicles, drones, warehouse automation, sensors, actuators, machine vision, surgical robotics.
Report 09
Healthcare & Biotech
15 sectors 44 companies 8 high
AI drug discovery, genomics, lab instruments, CROs, diagnostic imaging, precision medicine, synthetic biology, proteomics, CDMOs.
Report 10
Financial Services
14 sectors 43 companies 5 high
Exchanges, market data, financial analytics, payments, crypto/Bitcoin, crypto mining, insurance, lending, RegTech, core banking.
Report 11
Defense & Government
12 sectors 40 companies 7 high
Defense AI platforms, primes, autonomous military systems, gov cybersecurity, satellite/space, electronic warfare, missile defense.
Report 12
Media, Content & Advertising
14 sectors 37 companies 6 high
Digital ads, ad tech, social media, streaming, gaming, game engines, content creation tools, VR/AR, sports betting.
Report 13
Professional & Business Services
13 sectors 37 companies 6 high
IT consulting, staffing, education, legal tech, accounting tech, customer service AI, HR tech, BPO, research & advisory.
Report 14
Transportation & Logistics
15 sectors 39 companies 5 high
Autonomous trucking, logistics software, digital freight, railroads, fleet telematics, EV charging, ride-hail platforms.
Report 15
Miscellaneous & Unconventional
15 sectors 52 companies 7 high
Water utilities, specialty chemicals, specialty glass, precision optics, contract manufacturing, PCBs, connectors, thermal materials, ag tech.

Methodology

Thesis: Recursive self-improvement in AI models is starting soon, driving massive demand for compute infrastructure. AGI robots have not been deployed yet. This scan identifies every sector that could benefit from this buildout over the next 2-3 years.

Scope: US-listed companies only (including ADRs). Global companies accessible via American exchanges.

Process: 15 independent Opus agents each scanned a different area of the economy, identifying narrow sub-sectors, assessing supply/demand dynamics, and rating attractiveness as High/Medium/Low.

Next step: Deduplicate across all reports to produce a master ~500 company list, then prioritize High-rated constrained-supply sectors for deep-dive analysis.