Sector rankings
Sectors ranked by their AI Dividend Index for Q4 2026. Higher means more of the AI efficiency gain goes to growth and reinvestment.
Overall index 45. Prototype.
Each sector contains only a few companies, so read these rankings as directional.
By sector
| Rank | Sector | Index | Cut | Reinvest | Grow | Companies |
|---|---|---|---|---|---|---|
| 1 | Telecommunications | 88 | 0 | 1 | 1 |
|
| 2 | Healthcare | 75 | 0 | 1 | 0 |
|
| 3 | IT Services & Consulting | 63 | 1 | 2 | 1 | |
| 4 | Retail & E-commerce | 58 | 1 | 1 | 1 | |
| 5 | Enterprise Software | 57 | 3 | 5 | 2 |
|
| 6 | Consumer Technology | 38 | 1 | 1 | 0 | |
| 7 | Financial Services | 23 | 8 | 2 | 1 |
|
| 8 | Automotive & Industrials | 0 | 2 | 0 | 0 |
- 1
- 2
- 3
- 4
- 5
Enterprise Software
57
Cut 3 · Reinvest 5 · Grow 2
- CutOracle
- GrowRemote
- ReinvestCisco
- CutCloudflare
- ReinvestAtlassian
- ReinvestTecsys
- CutSalesforce
- ReinvestIBM
- GrowAlphabet
- ReinvestSAP
- 6
- 7
Financial Services
23
Cut 8 · Reinvest 2 · Grow 1
- ReinvestBank of America
- GrowCitigroup
- ReinvestFactSet
- CutCommerzbank
- CutBILL
- CutCoinbase
- CutPayPal
- CutING
- CutBlock
- CutGoldman Sachs
- CutKlarna
- 8