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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 Upstart Holdings UPST $2.21B	306	-41	-12%	$659M
27	27 UiPath PATH $6.81B	302	-10	-3%	$3.97B
28	28 DigitalOcean DOCN $12.9B	280	+3	+1%	$1.85B
29	29 Nebius Group N.V. NBIS $50.6B	245	-6	-2%	$874M
30	30 Ambarella AMBA $2.71B	244	-22	-8%	$1.7B
31	31 Global X Robotics & Artificial Intelligence ETF BOTZ $3.22B	240	-19	-7%	$416M
32	32 FormFactor FORM $9.35B	240	+4	+2%	$1.84B
33	33 Rambus RMBS $9.99B	240	-11	-4%	$2.38B
34	34 Cerence CRNC $394M	230	-39	-14%	$585M
35	35 DELISTED Verint Systems VRNT	230	-7	-3%	$2.23B
36	36 Lemonade LMND $3.39B	229	+13	+6%	$739M
37	37 Applovin APP $87.7B	227	-1	-0.4%	$2.8B
38	38 Shutterstock SSTK $149M	227	-4	-2%	$1.27B
39	39 Super Micro Computer SMCI $23.5B	226	+16	+8%	$2.14B
40	40 C3.ai AI $1.88B	225	+11	+5%	$578M
41	41 Penguin Solutions Inc PENG $3.46B	188	-13	-6%	$822M
42	42 DELISTED LivePerson LPSN	183	-6	-3%	$615M
43	43 Mitek Systems MITK $712M	161	-3	-2%	$287M
44	44 Hackett Group HCKT $281M	155	+9	+6%	$432M
45	45 Smartbird Inc BIRD $27.8M	154	+6	+4%	$150M
46	46 Recursion Pharmaceuticals RXRX $2.01B	146	+13	+10%	$1.21B
47	47 Zeta Global ZETA $8.1B	133	+27	+25%	$481M
48	48 CCC Intelligent Solutions CCC $4.5B	116	+14	+14%	$5.45B
49	49 Evolv Technologies EVLV $734M	109	+8	+8%	$137M
50	50 Credo Technology Group CRDO $33.7B	101	+25	+33%	$654M