AI Lens Screener

Screen 493 stocks by low commoditization risk, physical bottleneck exposure, and economic moat strength. Every stock is analyzed for how AI could change its business over the next decade.

Click any stock to see the full analysis: detailed reasoning, revenue-stream context, AI Lens bucket, confidence, and business-quality evidence.

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All 493 Stocks: Commoditization Risk & Physical Bottleneck Scores

Symbol	Company	Low Commoditization Risk	Lens	Physical Bottleneck Exposure
BRK-B	BRK-B	100		35
CHTR	CHTR	100		50
APH	Amphenol Corporation	95		60
AWK	American Water Works	95		15
BDX	Becton Dickinson	95		30
CAT	Caterpillar Inc.	95		45
CF	CF	95		35
CME	CME Group	95		45
COP	ConocoPhillips	95		60
CORT	Corcept Therapeutics Incorporated	95	Defensible	30
CSX	CSX Corporation	95		15
EQIX	Equinix Inc	95		80
GE	GE Aerospace	95		30
GEV	GE Vernova Inc	95		70
HUM	Humana Inc.	95		30
LMT	Lockheed Martin	95		45
MPC	Marathon Petroleum	95		30
NEE	NextEra Energy	95		80
NSC	Norfolk Southern	95		15
TMO	Thermo Fisher Scientific	95		45
TSM	TSMC	95	Fortress	80
UNP	Union Pacific	95		30
XOM	Exxon Mobil	95		45
AAPL	Apple Inc.	90	Mostly Protected	45
ACGL	Arch Capital Group	90		30
AEE	Ameren Corporation	90		80
AEP	American Electric Power	90		80
AES	AES Corporation	90		60
AMT	American Tower Corporation	90		40
AMZN	Amazon.com Inc.	90		80
ARE	Alexandria Real Estate	90		30
ASML	ASML Holding	90	Fortress	80
BA	Boeing Company	90		45
CAH	Cardinal Health	90		30
CCI	Crown Castle	90		30
CEG	Constellation Energy	90		80
CMG	Chipotle Mexican Grill	90		15
CMS	CMS Energy	90		80
COO	CooperCompanies	90		15
CPB	Campbell Soup	90		1
CPRT	Copart	90	Very Defensible	30
CRL	Charles River Laboratories	90		45
CTRA	Coterra Energy	90	Very Defensible	30
CVS	CVS Health	90		30
CVX	Chevron Corporation	90		60
CZR	Caesars Entertainment	90		15
D	Dominion Energy	90		65
DE	Deere & Company	90		45
DHR	Danaher Corporation	90		45
DIS	Walt Disney Company	90		45
DLR	Digital Realty Trust	90		80
DUK	Duke Energy	90		80
ED	Consolidated Edison	90		45
EFX	Equifax Inc.	90		30
EL	Estee Lauder	90		15
ETN	Eaton Corporation	90		60
EW	Edwards Lifesciences	90	Very Defensible	30
EXC	Exelon Corporation	90		30
EXE	Expand Energy	90		45
EXPD	Expeditors International	90	Balanced	30
EXR	Extra Space Storage	90		15
FCX	Freeport-McMoRan Inc.	90		15
FDX	FedEx Corporation	90		30
GD	General Dynamics Corporation	90		45
GEHC	GE HealthCare Technologies	90		45
HCA	HCA Healthcare	90		30
HLT	Hilton Worldwide	90		30
HON	Honeywell International	90		60
HRL	Hormel Foods	90		15
INTC	Intel Corporation	90		80
JBHT	J.B. Hunt Transport	90		30
JNJ	Johnson & Johnson	90	Very Defensible	30
KDP	Keurig Dr Pepper	90		15
KMI	Kinder Morgan	90		45
KO	Coca-Cola Company	90		15
KR	Kroger Company	90		15
LH	Labcorp Holdings	90		30
LHX	L3Harris Technologies	90		45
LIN	Linde plc	90		30
LNT	Alliant Energy	90		65
LULU	lululemon athletica	90	Defensible	15
LVS	Las Vegas Sands	90		15
MA	Mastercard Inc.	90		45
MAR	Marriott International Inc	90		30
MCD	McDonald's Corporation	90		15
MKC	McCormick & Company	90		15
MNST	Monster Beverage	90	Very Defensible	1
MSFT	Microsoft Corporation	90	Mostly Protected	70
MU	Micron Technology	90		70
NI	NiSource Inc.	90		45
NKE	Nike Inc	90		30
NOC	Northrop Grumman	90		45
NRG	NRG Energy	90		80
NVDA	NVIDIA Corporation	90	Very Defensible	80
NXPI	NXP Semiconductors	90		60
O	Realty Income	90		15
OKE	ONEOK Inc.	90		30
OXY	Occidental Petroleum	90		45
PCG	PG&E Corporation	90		80
PEG	Public Service Enterprise	90		80
PEP	PepsiCo Inc	90		15
PLD	Prologis Inc.	90		30
PSA	Public Storage	90		1
PSX	Phillips 66	90		45
PWR	Quanta Services	90		45
RSG	Republic Services	90		30
RTX	RTX Corporation	90		45
SBAC	SBA Communications	90		30
SHW	The Sherwin-Williams Company	90		15
SO	Southern Company	90		80
SRE	Sempra	90		80
SYY	Sysco Corporation	90		15
T	AT&T Inc.	90		30
TAP	Molson Coors	90		1
TDG	TransDigm Group	90		45
TDY	Teledyne Technologies	90		60
TMUS	T-Mobile US Inc	90		45
TPL	Texas Pacific Land Corporation	90	Fortress	1
TRGP	Targa Resources	90		45
TXN	Texas Instruments	90		60
UAL	United Airlines	90		30
UHS	Universal Health Services	90		30
UNH	UnitedHealth Group	90		30
UPS	United Parcel Service	90		45
VICI	VICI Properties	90		15
VRSN	VeriSign Inc.	90		1
VST	Vistra Corp.	90		80
VZ	Verizon Communications Inc	90		45
WEC	WEC Energy Group	90		45
WELL	Welltower Inc.	90		15
WM	Waste Management Inc	90		30
WMB	The Williams Companies, Inc.	90		30
WSM	Williams-Sonoma	90	Defensible	15
XEL	Xcel Energy	90		80
POWL	Powell Industries, Inc.	90	Durable infrastructure beneficiary	70
ABT	Abbott Laboratories	85	Defensible	30
ADI	Analog Devices	85		60
ADM	Archer-Daniels-Midland	85		15
AMAT	Applied Materials	85	Very Defensible	80
APD	Air Products and Chemicals	85		30
AVB	AvalonBay Communities	85		15
BAX	Baxter International	85		30
BG	Bunge Global	85		15
CARR	Carrier Global	85		30
CMCSA	Comcast Corporation	85		30
CPRX	Catalyst Pharmaceuticals	85	Very Defensible	15
CPT	Camden Property Trust	85		15
CRH	CRH plc	85		15
ECL	Ecolab Inc.	85		30
EQR	Equity Residential	85		15
EQT	EQT Corporation	85		30
ESS	Essex Property Trust	85		15
GGG	Graco Inc.	85	Very Defensible	15
GNRC	Generac Holdings	85		45
GRMN	Garmin	85	Defensible	30
GWW	W.W. Grainger	85		30
HD	Home Depot	85		15
HST	Host Hotels & Resorts	85		15
IDXX	IDEXX Laboratories	85		30
IRM	Iron Mountain	85		45
ISRG	Intuitive Surgical, Inc.	85	Very Defensible	55
ITW	Illinois Tool Works	85		30
MAA	Mid-America Apartment	85		15
MKTX	MarketAxess Holdings	85		45
MLM	Martin Marietta	85		1
MOH	Molina Healthcare	85		30
MSI	Motorola Solutions	85		45
PCAR	PACCAR Inc.	85		30
PH	Parker-Hannifin	85		45
PNR	Pentair plc	85		30
PRIM	Primoris Services Corporation	85		30
Q	Quintiles IMS	85		45
QCOM	Qualcomm Inc.	85		60
ROL	Rollins	85	Defensible	15
SMCI	Super Micro Computer	85		60
STE	STERIS plc	85		30
TCEHY	Tencent Holdings Limited	85	Mostly Protected	75
UDR	UDR Inc.	85		15
V	Visa Inc.	85		45
VLTO	Veralto Corporation	85		30
VMC	Vulcan Materials	85		15
VTR	Ventas Inc.	85		30
WMT	Walmart Inc.	85		30
WY	Weyerhaeuser Company	85		15
HMDPF	Hammond Power Solutions Inc.	85	Durable niche infrastructure beneficiary	70
ABNB	Airbnb	80		30
ALB	Albemarle Corporation	80		30
ALGN	Align Technology	80		30
AME	AMETEK Inc.	80		60
APA	APA Corporation	80		30
ARHS	Arhaus	80	Defensible	1
AVGO	Broadcom Inc.	80	Very Defensible	80
AXON	Axon Enterprise	80		45
AXP	American Express Company	80		30
AZO	AutoZone Inc.	80		15
BBY	Best Buy Co.	80		30
BKR	Baker Hughes	80		45
BSX	Boston Scientific	80		30
CAG	Conagra Brands	80		15
CHD	Church & Dwight	80		15
CHRW	C.H. Robinson	80		30
CL	Colgate-Palmolive	80		15
CLX	Clorox Company	80		15
CMI	Cummins Inc.	80		45
COR	Cencora	80		30
COST	Costco Wholesale	80		15
CSCO	Cisco Systems	80	Mostly Protected	60
CTAS	Cintas Corporation	80		30
DECK	Deckers Outdoor Corporation	80	Defensible	15
DELL	Dell Technologies	80		60
DG	Dollar General	80		15
DOW	Dow Inc.	80		15
EMN	Eastman Chemical	80		15
EMR	Emerson Electric	80		45
EOG	EOG Resources	80	Very Defensible	15
FANG	Diamondback Energy	80	Very Defensible	30
FAST	Fastenal	80	Defensible	15
FSLR	First Solar Inc.	80		30
GIS	General Mills	80		15
GLW	Corning Incorporated	80		60
GM	General Motors	80		45
GOOG	Alphabet Inc.	80	Balanced	70
GOOGL	Alphabet Inc.	80	Balanced	70
GPC	Genuine Parts Company	80		15
HBAN	Huntington Bancshares	80		30
HOLX	Hologic Inc.	80		30
HWM	Howmet Aerospace	80		15
IEX	IDEX Corporation	80	Defensible	30
IP	International Paper	80		15
JCI	Johnson Controls International plc	80		30
KIM	Kimco Realty	80		15
KVUE	Kenvue Inc.	80		15
LDOS	Leidos Holdings	80		45
LKQ	LKQ Corporation	80		30
LOGI	Logitech	80	Defensible	30
LOW	Lowe's Companies	80		15
LYV	Live Nation Entertainment	80		30
MAS	Masco Corporation	80		15
MCHP	Microchip Technology	80		60
MCK	McKesson Corporation	80		30
MDLZ	Mondelez International	80		15
MDT	Medtronic plc	80		30
MGM	MGM Resorts	80		30
MMM	3M Company	80		45
MO	Altria Group	80		15
NDSN	Nordson Corporation	80		45
NEM	Newmont Corporation	80		15
ODFL	Old Dominion Freight Line	80	Defensible	30
ORLY	O'Reilly Automotive	80		15
OTIS	Otis Worldwide	80		30
PG	Procter & Gamble	80		15
PODD	Insulet Corporation	80		30
POOL	Pool Corporation	80		15
REG	Regency Centers	80		15
REGN	Regeneron Pharmaceuticals	80	Very Defensible	30
RL	Ralph Lauren	80		15
RMD	ResMed	80	Defensible	30
RVTY	Revvity Inc.	80		30
SBUX	Starbucks Corporation	80		15
SMR	NuScale Power Corporation	80	Mostly Protected	70
SWK	Stanley Black & Decker	80		30
SWKS	Skyworks Solutions	80		60
SYK	Stryker Corporation	80		30
TEL	TE Connectivity	80		60
TKO	TKO Group Holdings	80		30
TPR	Tapestry Inc.	80		15
URI	United Rentals	80		15
VLO	Valero Energy	80		30
VRTX	Vertex Pharmaceuticals	80		30
WBA	Walgreens Boots Alliance	80		30
WBD	Warner Bros. Discovery	80		30
WLK	Westlake Corporation	80		15
XYL	Xylem Inc.	80		45
YETI	YETI Holdings	80	Defensible	15
ZTS	Zoetis Inc.	80		30
CIEN	Ciena Corporation	80	Strong optical survivor with cyclical demand	75
VRT	Vertiv Holdings Co	80	Durable beneficiary	80
AIG	American International Group	75		30
AMD	Advanced Micro Devices	75		80
BAC	Bank of America	75		30
BKNG	Booking Holdings	75		30
CCL	Carnival Corporation	75		15
CI	Cigna Group	75		30
COIN	Coinbase Global	75		45
CPAY	Corpay Inc.	75		30
DGX	Quest Diagnostics	75		30
DLTR	Dollar Tree	75		15
EBAY	eBay Inc.	75		30
ELV	Elevance Health	75		30
F	Ford Motor Company	75		30
GL	Globe Life	75		30
HAS	Hasbro Inc.	75		15
IFF	International Flavors	75		15
IR	Ingersoll Rand	75		30
KLAC	KLA Corporation	75		60
KMB	Kimberly-Clark	75		15
KMX	CarMax Inc.	75		30
LRCX	Lam Research	75		60
MPWR	Monolithic Power Systems	75	Very Defensible	60
MRK	Merck & Co.	75		30
MTB	M&T Bank	75		30
NUE	Nucor Corporation	75		15
PFE	Pfizer Inc.	75		30
PKG	Packaging Corp of America	75		15
PM	Philip Morris	75		15
PRU	Prudential Financial	75		30
PYPL	PayPal	75	Balanced	30
SPG	Simon Property Group	75		15
SPGI	S&P Global	75		30
STT	State Street Corporation	75		45
STX	Seagate Technology Holdings plc	75		60
SW	Smurfit Westrock	75		15
SYF	Synchrony Financial	75		30
TER	Teradyne	75	Defensible	60
TGT	Target Corporation	75		15
TSLA	Tesla Inc.	75		45
TT	Trane Technologies	75		30
TTWO	Take-Two Interactive	75		30
UBER	Uber Technologies	75		30
WAT	Waters Corporation	75		30
A	Agilent Technologies	70		45
ABBV	AbbVie Inc.	70		30
AKAM	Akamai Technologies	70		45
AMCR	Amcor plc	70		15
AMGN	Amgen Inc	70		30
ANET	Arista Networks	70	Defensible	60
BLDR	Builders FirstSource	70		15
BMY	Bristol-Myers Squibb	70		30
DASH	DoorDash	70		30
DHI	D.R. Horton	70		15
DRI	Darden Restaurants	70		15
ENPH	Enphase Energy	70		45
FISV	Fiserv Inc.	70		30
GILD	Gilead Sciences	70		30
GPN	Global Payments	70		45
HOOD	Robinhood Markets	70		30
IBKR	Interactive Brokers	70	Mostly Protected	30
INCY	Incyte Corporation	70		30
L	Loews Corporation	70		30
LLY	Eli Lilly	70		30
LUV	Southwest Airlines	70		30
NCLH	Norwegian Cruise Line	70		15
NVR	NVR Inc.	70		15
PENG	Penguin Solutions, Inc.	70	Relevant but competitive	80
RCL	Royal Caribbean	70		15
ROST	Ross Stores	70		15
SNA	Snap-on	70	Defensible	30
SNDK	SanDisk Corporation	70		45
SNPS	Synopsys	70	Mostly Protected	60
TECH	Bio-Techne	70		45
TJX	TJX Companies	70		15
TRV	Travelers Companies	70		30
TSN	Tyson Foods	70		15
ULTA	Ulta Beauty	70		15
USB	U.S. Bancorp	70		30
WDC	Western Digital Corporation	70		60
WRB	W.R. Berkley	70		30
HPE	Hewlett Packard Enterprise Company	70	Durable enterprise incumbent, narrow moat	62
MOD	Modine Manufacturing Company	70	Improving but cyclical	70
CORZ	Core Scientific, Inc.	70	Medium-high demand tailwind, medium financial durability	80
NBIS	Nebius Group N.V.	70	Medium AI-era resilience with high capital intensity	80
TLN	Talen Energy Corporation	70	Scarce power asset owner	70
FUJIY	FUJIFILM Holdings Corporation	70	Mostly Protected	60
ALLE	Allegion plc	65		30
AVY	Avery Dennison	65		30
BK	Bank of New York Mellon	65		30
CB	Chubb Limited	65		30
CINF	Cincinnati Financial	65		30
DOV	Dover Corporation	65		30
FITB	Fifth Third Bancorp	65		30
FOX	Fox Corporation	65		30
HIG	Hartford Financial	65		30
ICE	Intercontinental Exchange, Inc.	65		30
JNPR	Juniper Networks	65		45
KHC	KHC	65		35
MCO	Moody's Corporation	65	Defensible	45
PNC	PNC Financial Services Group Inc	65		30
SE	Sea Limited	65	Resilient but contested	60
TFC	Truist Financial	65		30
TRMB	Trimble Inc.	65		45
ZBRA	Zebra Technologies	65		45
LITE	Lumentum Holdings Inc.	65	Cyclical but relevant	85
CRDO	Credo Technology Group Holding Ltd	65	Emerging specialist, not yet proven through cycles	90
NOK	Nokia Oyj	65	Durable but low-return incumbent	55
PL	Planet Labs PBC	65	Data asset with scaling proof needed	70
C	Citigroup Inc.	60		30
CTVA	Corteva Inc.	60		30
DOCS	Doximity	60	Balanced	30
EA	Electronic Arts	60		30
INMD	InMode	60	Defensible	30
JPM	JPMorgan Chase	60		30
KEYS	Keysight Technologies	60	Mostly Protected	45
LSCC	Lattice Semiconductor Corporation	60	Defensible	60
META	Meta Platforms	60	Balanced	45
NFLX	Netflix Inc.	60		30
ORCL	Oracle Corporation	60		45
RF	Regions Financial	60		30
SCHW	Charles Schwab	60		30
SLB	Schlumberger	60		45
VRSK	Verisk Analytics	60		45
TEM	Tempus AI, Inc.	60	Promising but regulated	75
AJG	Arthur J. Gallagher	55		30
BRO	Brown & Brown	55		30
CDW	CDW Corporation	55		45
EXPE	Expedia Group	55		30
FICO	Fair Isaac Corporation	55		45
FOXA	Fox Corporation Class A	55		30
IBM	International Business Machines Corporation	55		45
KEY	KeyCorp	55		30
MS	Morgan Stanley	55		30
MSCI	MSCI Inc.	55		45
RACE	Ferrari N.V.	55	Very Defensible	35
RJF	Raymond James Financial	55		30
WFC	Wells Fargo	55		30
ASTS	AST SpaceMobile, Inc.	55	Execution-sensitive	80
AFL	Aflac Inc.	50		30
APP	AppLovin Corporation	50		45
BWA	BWA	50		35
CDNS	Cadence Design Systems	50	Mostly Protected	45
CFG	CFG	50		35
CNS	Cohen & Steers	50	Mostly Exposed	1
COF	Capital One Financial	50		30
ERIE	Erie Indemnity	50		30
FIS	Fidelity National Information	50		45
FIX	Comfort Systems USA	50		30
FTLF	FitLife Brands	50	Defensible	1
FTNT	Fortinet Inc.	50		45
JKHY	Jack Henry & Associates	50	Balanced	30
K	Kellanova	50		1
MET	MetLife Inc.	50		30
NTAP	NetApp Inc.	50		45
PAYX	Paychex, Inc.	50	Mostly Exposed	30
PGR	Progressive Corporation	50		30
SMLR	Semler Scientific, Inc.	50	Balanced	30
UG	United-Guardian, Inc.	50	Defensible	1
BE	Bloom Energy Corporation	50	Power-adjacent but execution-sensitive	60
RVMD	Revolution Medicines, Inc.	50	Pipeline-dependent	65
ADP	Automatic Data Processing, Inc.	45		30
ALL	Allstate Corporation	45		30
BX	Blackstone Inc.	45		45
CRWD	CrowdStrike Holdings	45		45
DDOG	Datadog Inc.	45		45
FDS	FactSet Research	45		45
J	Jacobs Solutions	45		30
NOW	ServiceNow, Inc.	45	Defensible	45
PTC	PTC Inc.	45		45
ADBE	Adobe Inc.	40	Balanced	45
ADSK	Autodesk Inc.	40		45
AMP	Ameriprise Financial	40		30
ANSS	ANSYS Inc.	40		45
APO	Apollo Global Management	40		30
BLK	BlackRock Inc.	40		30
CBOE	CBOE	40		35
CE	Celanese Corporation	40		1
CRM	Salesforce Inc.	40	Low Commoditization Risk + Physical Bottleneck Exposure	45
DAY	Dayforce Inc.	40		30
EME	EMCOR Group	40		30
FFIV	F5 Networks	40	Mostly Exposed	45
GS	Goldman Sachs	40		30
HCKT	The Hackett Group	40	Significantly Exposed	15
INTU	Intuit	40	Balanced	30
KKR	KKR & Co Inc	40		30
MED	Medifast	40	Significantly Exposed	1
NWS	News Corp	40		30
PANW	Palo Alto Networks	40		45
PLTR	Palantir Technologies	40		45
QLYS	Qualys	40	Balanced	45
ROP	Roper Technologies	40		45
THPTF	Techpoint, Inc.	40	Mostly Protected	30
TROW	T. Rowe Price	40	Mostly Exposed	30
TYL	Tyler Technologies	40		30
WDAY	Workday Inc.	40		30
ONDS	Ondas Holdings Inc. / Ondas Inc.	40	Low-medium durability; high thematic exposure but weak financial proof	60
PRME	Prime Medicine, Inc.	40	Clinical-stage optionality	60
APAM	Artisan Partners Asset Management	35	Highly Exposed	30
MANH	Manhattan Associates	35	Significantly Exposed	45
NWSA	News Corp Class A	35		30
PAYC	Paycom Software	35	Mostly Exposed	30
GEN	Gen Digital	30		45
EOSE	Eos Energy Enterprises, Inc.	30	Financially fragile	50
EPAM	EPAM Systems	25		45
LOPE	Grand Canyon Education	25	Mostly Exposed	30
MRSH	Marsh & McLennan Companies, Inc.	25		30
OMC	Omnicom Group	25		30
AON	Aon plc	20		45
GAMB	Gambling.com Group Limited	20	Significantly Exposed	30
ACN	Accenture plc	15		55
IPG	Interpublic Group	15		30
CBRE	CBRE	10		35
CTSH	Cognizant Technology	10		55
BR	BR	5		35
IT	Gartner Inc.	1		45
RHI	Robert Half International	1	Highly Exposed	15

How the AI Lens Screener Works

Moatifi's main product is the stock screener. The AI Lens adds forward-looking AI-era context as a separate layer. Every stock is scored on:

Low Commoditization Risk (1-100): How protected is this business from automation, generic SaaS, bundling, and weak switching costs? Companies with strong competitive moats, irreplaceable physical assets, or regulatory barriers score highest.
Physical Bottleneck Exposure (1-100): How tied is this company to scarce AI-era inputs like compute, power, grid, chips, cooling, data centers, energy, materials, and infrastructure?
Economic Moat: Traditional Buffett-style moat analysis across switching costs, network effects, cost advantages, brand strength, and intangible assets.

The screener lets you sort and filter across all dimensions, so you can compare durable businesses, low software-commoditization risk, physical bottleneck exposure, and valuation context without treating any score as a recommendation.

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