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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 $9.94B	323	-11	-3%	$3.89B
27	27 Rambus RMBS $10B	302	+62	+26%	$3.14B
28	28 Super Micro Computer SMCI $22.5B	301	+75	+33%	$3.32B
29	29 Upstart Holdings UPST $2.3B	267	-39	-13%	$389M
30	30 Ambarella AMBA $2.71B	264	+20	+8%	$2.53B
31	31 DigitalOcean DOCN $12.3B	249	-31	-11%	$1.28B
32	32 Nebius Group N.V. NBIS $49.2B	248	+3	+1%	$918M
33	33 Global X Robotics & Artificial Intelligence ETF BOTZ $3.17B	242	+2	+0.8%	$447M
34	34 Shutterstock SSTK $163M	232	+5	+2%	$1.32B
35	35 Applovin APP $92.4B	229	+2	+0.9%	$1.68B
36	36 DELISTED Verint Systems VRNT	229	-1	-0.4%	$2.33B
37	37 Lemonade LMND $3.45B	224	-5	-2%	$495M
38	38 Cerence CRNC $407M	221	-9	-4%	$667M
39	39 C3.ai AI $1.91B	219	-6	-3%	$492M
40	40 FormFactor FORM $8.75B	209	-31	-13%	$1.58B
41	41 Penguin Solutions Inc PENG $3.1B	181	-7	-4%	$726M
42	42 DELISTED LivePerson LPSN	179	-4	-2%	$651M
43	43 Mitek Systems MITK $747M	157	-4	-2%	$282M
44	44 Hackett Group HCKT $288M	154	-1	-0.6%	$424M
45	45 Smartbird Inc BIRD $27.6M	151	-3	-2%	$104M
46	46 Recursion Pharmaceuticals RXRX $2.28B	143	-3	-2%	$953M
47	47 Zeta Global ZETA $8.17B	136	+3	+2%	$604M
48	48 CCC Intelligent Solutions CCC $4.49B	133	+17	+15%	$5.22B
49	49 Aehr Test Systems AEHR $2.2B	128	+43	+51%	$322M
50	50 Evolv Technologies EVLV $748M	123	+14	+13%	$172M