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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 DigitalOcean DOCN $12.9B	301	+5	+2%	$3.18B
27	27 Ambarella AMBA $2.71B	294	-34	-10%	$3.01B
28	28 EXL Service EXLS $5.66B	291	+5	+2%	$4.6B
29	29 UiPath PATH $6.81B	287	-41	-13%	$5.59B
30	30 Cerence CRNC $394M	286	-74	-21%	$1.38B
31	31 Rambus RMBS $9.99B	277	+19	+7%	$2.98B
32	32 Global X Robotics & Artificial Intelligence ETF BOTZ $3.22B	275	-45	-14%	$750M
33	33 Nebius Group N.V. NBIS $50.6B	255	-69	-21%	$1.1B
34	34 Shutterstock SSTK $149M	240	-1	-0.4%	$2.33B
35	35 FormFactor FORM $9.35B	239	+7	+3%	$3.11B
36	36 DELISTED Verint Systems VRNT	239	-5	-2%	$3.34B
37	37 Lemonade LMND $3.39B	237	-29	-11%	$876M
38	38 C3.ai AI $1.88B	229	-23	-9%	$1.03B
39	39 Penguin Solutions Inc PENG $3.46B	214	-1	-0.5%	$1.38B
40	40 DELISTED LivePerson LPSN	212	-22	-9%	$1.63B
41	41 Applovin APP $87.7B	176	+3	+2%	$7.18B
42	42 Super Micro Computer SMCI $23.5B	170	+7	+4%	$1.41B
43	43 Mitek Systems MITK $712M	156	-5	-3%	$444M
44	44 Hackett Group HCKT $281M	144	+1	+0.7%	$559M
45	45 TaskUs TASK $746M	131	0	0%	$974M
46	46 Smartbird Inc BIRD $27.8M	129	+33	+34%	$250M
47	47 Kingsoft Cloud Holdings KC $2.62B	129	+1	+0.8%	$412M
48	48 Recursion Pharmaceuticals RXRX $2.01B	128	+2	+2%	$680M
49	49 Information Services Group III $277M	119	+2	+2%	$176M
50	50 Veritone VERI $53.8M	117	-5	-4%	$298M