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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 UiPath PATH $6.81B	312	+25	+9%	$5.34B
27	27 EXL Service EXLS $5.66B	297	+6	+2%	$4.79B
28	28 DigitalOcean DOCN $12.9B	277	-24	-8%	$2.11B
29	29 Cerence CRNC $394M	269	-17	-6%	$982M
30	30 Ambarella AMBA $2.71B	266	-28	-10%	$1.92B
31	31 Global X Robotics & Artificial Intelligence ETF BOTZ $3.22B	259	-16	-6%	$449M
32	32 Nebius Group N.V. NBIS $50.6B	251	-4	-2%	$880M
33	33 Rambus RMBS $9.99B	251	-26	-9%	$2.07B
34	34 DELISTED Verint Systems VRNT	237	-2	-0.8%	$2.79B
35	35 FormFactor FORM $9.35B	236	-3	-1%	$2.88B
36	36 Shutterstock SSTK $149M	231	-9	-4%	$1.48B
37	37 Applovin APP $87.7B	228	+52	+30%	$4.98B
38	38 Lemonade LMND $3.39B	216	-21	-9%	$607M
39	39 C3.ai AI $1.88B	214	-15	-7%	$868M
40	40 Super Micro Computer SMCI $23.5B	210	+40	+24%	$1.53B
41	41 Penguin Solutions Inc PENG $3.46B	201	-13	-6%	$855M
42	42 DELISTED LivePerson LPSN	189	-23	-11%	$938M
43	43 Mitek Systems MITK $712M	164	+8	+5%	$287M
44	44 Smartbird Inc BIRD $27.8M	148	+19	+15%	$191M
45	45 Hackett Group HCKT $281M	146	+2	+1%	$466M
46	46 Recursion Pharmaceuticals RXRX $2.01B	133	+5	+4%	$861M
47	47 Information Services Group III $277M	110	-9	-8%	$201M
48	48 Veritone VERI $53.8M	108	-9	-8%	$104M
49	49 Zeta Global ZETA $8.1B	106	+25	+31%	$267M
50	50 TaskUs TASK $746M	104	-27	-21%	$411M