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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 Elastic ESTC $9.67B	381	+21	+6%	$8.96B
27	27 Cerence CRNC $394M	360	-2	-0.6%	$2.97B
28	28 Genpact G $5.91B	333	+24	+8%	$9.51B
29	29 Ambarella AMBA $2.71B	328	+48	+17%	$5.72B
30	30 UiPath PATH $6.81B	328	+57	+21%	$12.2B
31	31 Nebius Group N.V. NBIS $50.6B	324	+18	+6%	$14.6B
32	32 Global X Robotics & Artificial Intelligence ETF BOTZ $3.22B	320	+36	+13%	$1.01B
33	33 DigitalOcean DOCN $12.9B	296	+96	+48%	$5.36B
34	34 EXL Service EXLS $5.66B	286	+27	+10%	$4.55B
35	35 Lemonade LMND $3.39B	266	-21	-7%	$1.54B
36	36 Rambus RMBS $9.99B	258	+22	+9%	$2.8B
37	37 C3.ai AI $1.88B	252	+10	+4%	$1.54B
38	38 DELISTED Verint Systems VRNT	244	+15	+7%	$3.55B
39	39 Shutterstock SSTK $149M	241	+15	+7%	$2.69B
40	40 DELISTED LivePerson LPSN	234	-16	-6%	$2.51B
41	41 FormFactor FORM $9.35B	232	+6	+3%	$3.32B
42	42 Penguin Solutions Inc PENG $3.46B	215	+54	+34%	$1.83B
43	43 Applovin APP $87.7B	173	+43	+33%	$15.3B
44	44 Super Micro Computer SMCI $23.5B	163	+16	+11%	$1.57B
45	45 Mitek Systems MITK $712M	161	-10	-6%	$534M
46	46 Hackett Group HCKT $281M	143	+2	+1%	$481M
47	47 TaskUs TASK $746M	131	+40	+44%	$1.45B
48	48 Kingsoft Cloud Holdings KC $2.62B	128	-7	-5%	$1.29B
49	49 Recursion Pharmaceuticals RXRX $2.01B	126	+42	+50%	$1.62B
50	50 Veritone VERI $53.8M	122	+5	+4%	$392M