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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
26	26 Cerence CRNC $394M	362	+20	+6%	$3.66B
27	27 Elastic ESTC $9.67B	360	+17	+5%	$10.5B
28	28 Genpact G $5.91B	309	+11	+4%	$8.65B
29	29 Nebius Group N.V. NBIS $50.6B	306	-2	-0.6%	$19.3B
30	30 Lemonade LMND $3.39B	287	-28	-9%	$2.37B
31	31 Global X Robotics & Artificial Intelligence ETF BOTZ $3.22B	284	+4	+1%	$1.02B
32	32 Ambarella AMBA $2.71B	280	+22	+9%	$4.44B
33	33 UiPath PATH $6.81B	271	+35	+15%	$13.8B
34	34 EXL Service EXLS $5.66B	259	+36	+16%	$3.93B
35	35 DELISTED LivePerson LPSN	250	-9	-3%	$4.23B
36	36 C3.ai AI $1.88B	242	+2	+0.8%	$2.37B
37	37 Rambus RMBS $9.99B	236	+17	+8%	$2.07B
38	38 DELISTED Verint Systems VRNT	229	-17	-7%	$3.01B
39	39 FormFactor FORM $9.35B	226	-4	-2%	$2.69B
40	40 Shutterstock SSTK $149M	226	+17	+8%	$2.74B
41	41 DigitalOcean DOCN $12.9B	200	+107	+115%	$3.99B
42	42 Mitek Systems MITK $712M	171	+4	+2%	$547M
43	43 Penguin Solutions Inc PENG $3.46B	161	0	0%	$1.12B
44	44 Super Micro Computer SMCI $23.5B	147	-2	-1%	$1.29B
45	45 Hackett Group HCKT $281M	141	+8	+6%	$464M
46	46 Kingsoft Cloud Holdings KC $2.62B	135	-19	-12%	$1.95B
47	47 Applovin APP $87.7B	130	+37	+40%	$10.6B
48	48 Veritone VERI $53.8M	117	+2	+2%	$351M
49	49 Information Services Group III $277M	109	+7	+7%	$179M
50	50 Compugen CGEN $189M	108	0	0%	$211M