Tamarly Lists · Friday · AI in filings
20 sectors where AI shows up most in company filings
Across 686 companies filing with the SEC, in 23 sectors, these 20 mention AI most often in results releases, management discussion and risk factors filed with the SEC from 8 August 2026 to 5 November 2026.
As of . Research from public records, not investment advice.
- Industrial machinery and computers: 12.7 AI mentions per 10,000 words; 33 of 55 companies read mention AI. No company in this sector says it invests in AI yet.
- Software and business services: 11.7 AI mentions per 10,000 words; 87 of 108 companies read mention AI. 5 sentences say the company invests in or spends on AI, for example Mercadolibre, Inc.: "Artificial Intelligence (AI) Our investment in AI grew by almost $30mn QoQ.".
- Electronics and semiconductors: 11.2 AI mentions per 10,000 words; 28 of 42 companies read mention AI. No company in this sector says it invests in AI yet.
- Lenders and credit: 7.6 AI mentions per 10,000 words; 8 of 11 companies read mention AI. No company in this sector says it invests in AI yet.
- Wholesale, non-durable goods: 3.9 AI mentions per 10,000 words; 6 of 11 companies read mention AI. No company in this sector says it invests in AI yet.
- Engineering, research and consulting: 3.8 AI mentions per 10,000 words; 8 of 12 companies read mention AI. No company in this sector says it invests in AI yet.
- Wholesale, durable goods: 3.4 AI mentions per 10,000 words; 16 of 25 companies read mention AI. No company in this sector says it invests in AI yet.
- Instruments and medical devices: 3.3 AI mentions per 10,000 words; 23 of 41 companies read mention AI. No company in this sector says it invests in AI yet.
- General merchandise stores: 3.1 AI mentions per 10,000 words; 7 of 13 companies read mention AI. No company in this sector says it invests in AI yet.
- Chemicals and pharmaceuticals: 2.7 AI mentions per 10,000 words; 16 of 55 companies read mention AI. No company in this sector says it invests in AI yet.
- Health services: 2.6 AI mentions per 10,000 words; 9 of 19 companies read mention AI. No company in this sector says it invests in AI yet.
- Other retail and e-commerce: 2.3 AI mentions per 10,000 words; 9 of 17 companies read mention AI. 2 sentences say the company invests in or spends on AI, for example Amazon COM Inc: "Further, we expect to continue making additional investments in our artificial intelligence initiatives.".
- Vehicles and aerospace: 2.1 AI mentions per 10,000 words; 16 of 40 companies read mention AI. No company in this sector says it invests in AI yet.
- Primary metals: 1.6 AI mentions per 10,000 words; 3 of 16 companies read mention AI. No company in this sector says it invests in AI yet.
- Brokers and exchanges: 1.6 AI mentions per 10,000 words; 19 of 32 companies read mention AI. No company in this sector says it invests in AI yet.
- Auto dealers: 1.4 AI mentions per 10,000 words; 4 of 13 companies read mention AI. No company in this sector says it invests in AI yet.
- Food and drink: 1.1 AI mentions per 10,000 words; 8 of 22 companies read mention AI. No company in this sector says it invests in AI yet.
- Insurers: 1.0 AI mentions per 10,000 words; 18 of 39 companies read mention AI. No company in this sector says it invests in AI yet.
- Telecoms and media: 0.9 AI mentions per 10,000 words; 5 of 12 companies read mention AI. 1 sentence says the company invests in or spends on AI, for example Sirius XM Holdings Inc.: "...primarily due to higher cloud infrastructure costs, investments in artificial intelligence, as well as targeted investments to grow revenue and support value-driving...".
- Oil and gas extraction: 0.7 AI mentions per 10,000 words; 3 of 19 companies read mention AI. No company in this sector says it invests in AI yet.
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 10 companies read, 2 of them mentioning AI; the rate is mentions per 10,000 words, and each line gives how many companies it rests on. A spending sentence is one where the company says it invests in or spends on AI (remarks on the economy, customers or demand are left out). A mention is not a figure for money spent. A new edition every Friday.
Sources: SEC EDGAR filings.