Tamarly Lists · Friday · AI in filings
20 sectors where AI shows up most in company filings
Across 900 companies filing with the SEC, in 39 sectors, these 20 mention AI most often in results releases, management discussion and risk factors filed with the SEC from 5 August 2026 to 2 November 2026.
As of . Research from public records, not investment advice.
- Publishing and printing: 13.9 AI mentions per 10,000 words; 8 of 10 companies read mention AI. 2 sentences tie AI to spending or investment, for example John Wiley & Sons, Inc.: "Learning Segment Learning revenue of $93 million was down 19% as reported and 20% (CC) reflecting prior year AI licensing comparison in Academic and Professiona...".
- Industrial machinery and computers: 10.9 AI mentions per 10,000 words; 33 of 55 companies read mention AI. 20 sentences tie AI to spending or investment, for example TechnipFMC plc: "Resilient consumer spending and continued investment in artificial intelligence (AI) should be essential drivers of economic growth.".
- Software and business services: 10.7 AI mentions per 10,000 words; 96 of 124 companies read mention AI. 42 sentences tie AI to spending or investment, for example Cognizant Technology Solutions Corp: "Note 4 - Restructuring Charges In the second quarter of 2026, we initiated Project Leap, a program designed to accelerate our transformation to the operating mo...".
- Other manufacturing: 6.6 AI mentions per 10,000 words; 6 of 6 companies read mention AI. No sentence ties AI to spending yet.
- Electronics and semiconductors: 6.6 AI mentions per 10,000 words; 24 of 41 companies read mention AI. 33 sentences tie AI to spending or investment, for example ON Semiconductor Corp: "The increase was partially offset by lower sales volume in the automotive end-market due to the reallocation of supply to the industrial and AI data center end-...".
- Lenders and credit: 6.5 AI mentions per 10,000 words; 9 of 13 companies read mention AI. 1 sentence ties AI to spending or investment, for example UWM Holdings Corp: "The increase in salaries, commissions and benefits was primarily driven by increases in incentive-based compensation, as well as a shift in team member mix supp...".
- Leisure and recreation: 5.5 AI mentions per 10,000 words; 2 of 8 companies read mention AI. No sentence ties AI to spending yet.
- Transport services: 4.5 AI mentions per 10,000 words; 4 of 6 companies read mention AI. No sentence ties AI to spending yet.
- Instruments and medical devices: 3.4 AI mentions per 10,000 words; 27 of 50 companies read mention AI. 13 sentences tie AI to spending or investment, for example Teradyne, Inc: "We obtained a controlling 75% ownership interest in MLTP, which is expected to serve the growing demand from the AI Data Center equipment market by accelerating...".
- Insurance brokers: 3.3 AI mentions per 10,000 words; 6 of 8 companies read mention AI. 3 sentences tie AI to spending or investment, for example Willis Towers Watson PLC: "Supported by the Company's ongoing investments in AI, data and technology, including the acquisition of Newfront, the Plan is expected to enhance client service...".
- Wholesale, durable goods: 3.1 AI mentions per 10,000 words; 16 of 27 companies read mention AI. 3 sentences tie AI to spending or investment, for example PC Connection Inc: "We provide a wide range of IT solutions, from the desktop to the cloud-including computer systems, data center solutions, security, artificial intelligence, sof...".
- General merchandise stores: 3.1 AI mentions per 10,000 words; 7 of 13 companies read mention AI. No sentence ties AI to spending yet.
- Other retail and e-commerce: 3.0 AI mentions per 10,000 words; 9 of 17 companies read mention AI. 3 sentences tie AI to spending or investment, for example Amazon COM Inc: "Further, we expect to continue making additional investments in our artificial intelligence initiatives.".
- Engineering, research and consulting: 2.7 AI mentions per 10,000 words; 7 of 12 companies read mention AI. 1 sentence ties AI to spending or investment, for example Paychex Inc: "Looking ahead, we believe that investing in our solutions, people, and AI capabilities positions us to capitalize on long-term growth opportunities.".
- Chemicals and pharmaceuticals: 2.5 AI mentions per 10,000 words; 12 of 53 companies read mention AI. 5 sentences tie AI to spending or investment, for example Ecolab Inc.: "Our differentiated water circularity solutions for microelectronics and next-gen liquid cooling technologies for AI data centers position Ecolab extremely well ...".
- Wholesale, non-durable goods: 2.4 AI mentions per 10,000 words; 6 of 12 companies read mention AI. 2 sentences tie AI to spending or investment, for example Central Garden & PET Co: "Corporate expenses increased $7.0 million due primarily to higher third-party provider expense, driven by M&A activity expenditures and higher payroll costs rel...".
- Telecoms and media: 2.3 AI mentions per 10,000 words; 6 of 17 companies read mention AI. 1 sentence ties AI to spending or investment, for example Sirius XM Holdings Inc.: "We expect product and technology expenses to increase primarily due to higher cloud infrastructure costs, investments in artificial intelligence, as well as tar...".
- Health services: 2.1 AI mentions per 10,000 words; 10 of 22 companies read mention AI. No sentence ties AI to spending yet.
- Vehicles and aerospace: 2.0 AI mentions per 10,000 words; 16 of 39 companies read mention AI. 1 sentence ties AI to spending or investment, for example Rivian Automotive, Inc. / DE: "The increase was primarily driven by increases in software expenses to support AI and autonomy initiatives , partially offset by a reduction in engineering, des...".
- Apparel stores: 1.7 AI mentions per 10,000 words; 5 of 9 companies read mention AI. 2 sentences tie AI to spending or investment, for example Urban Outfitters Inc: "The leverage in store payroll expenses due to the growth in Retail segment store net sales was offset by the deleverage in marketing expenses to support custome...".
How this list is made
Tamarly reads results releases, management discussion and risk factors from SEC filings and counts the words AI, artificial intelligence, generative AI and machine learning, as whole words. Sectors are SIC major groups with at least 5 companies read, 2 of them mentioning AI; the rate is mentions per 10,000 words. Spending sentences name AI together with investment, spending, capital expenditure, data centres, infrastructure or deployment. A mention is not a figure for money spent.
Sources: SEC EDGAR filings.