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Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

264 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Microsoft MSFT $3.96T	6,251	+14	+0.2%	$2.05T
2	2 NVIDIA NVDA $5.34T	5,992	+108	+2%	$3.35T
3	3 Alphabet (Google) Class A GOOGL $4.25T	5,817	+148	+3%	$1.68T
4	4 Alphabet (Google) Class C GOOG $4.2T	5,272	+109	+2%	$1.19T
5	5 Meta Platforms (Facebook) META $1.88T	5,090	-20	-0.4%	$957B
6	6 Broadcom AVGO $1.65T	4,860	+151	+3%	$1.4T
7	7 Advanced Micro Devices AMD $932B	4,009	+809	+25%	$683B
8	8 Micron Technology MU $1.03T	3,914	+893	+30%	$1.01T
9	9 IBM IBM $215B	3,644	+149	+4%	$172B
10	10 Oracle ORCL $396B	3,538	+30	+0.9%	$189B
11	11 Lam Research LRCX $359B	3,146	+495	+19%	$463B
12	12 Qualcomm QCOM $184B	3,034	+296	+11%	$155B
13	13 Palantir PLTR $483B	2,856	-148	-5%	$169B
14	14 Salesforce CRM $194B	2,495	-201	-7%	$109B
15	15 ServiceNow NOW $145B	2,244	+32	+1%	$83.7B
16	16 Marvell Technology MRVL $220B	2,226	+677	+44%	$206B
17	17 Dell DELL $323B	2,139	+493	+30%	$102B
18	18 Sandisk SNDK $203B	1,825	+644	+55%	$248B
19	19 SpaceX SPCX $2.01T	1,757	+1,757	–	$628B
20	20 Applovin APP $87.7B	1,462	+70	+5%	$116B
21	21 Hewlett Packard HPE $83.8B	1,448	+327	+29%	$53.1B
22	22 Alibaba BABA $277B	1,232	-120	-9%	$22.3B
23	23 Jabil JBL $30.8B	1,121	+141	+14%	$39.2B
24	24 Nebius Group N.V. NBIS $50.6B	1,068	+337	+46%	$42.9B
25	25 Astera Labs ALAB $52.1B	993	+284	+40%	$61.2B