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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 EXL Service EXLS $5.66B	342	+6	+2%	$5.05B
27	27 Rambus RMBS $9.99B	336	+34	+11%	$4.81B
28	28 Elastic ESTC $9.67B	306	-17	-5%	$4.29B
29	29 C3.ai AI $1.88B	303	+84	+38%	$1.74B
30	30 Ambarella AMBA $2.71B	271	+7	+3%	$2.35B
31	31 Upstart Holdings UPST $2.21B	266	-1	-0.4%	$472M
32	32 Global X Robotics & Artificial Intelligence ETF BOTZ $3.22B	263	+21	+9%	$574M
33	33 DigitalOcean DOCN $12.9B	258	+9	+4%	$1.98B
34	34 Shutterstock SSTK $149M	256	+24	+10%	$1.89B
35	35 Nebius Group N.V. NBIS $50.6B	236	-12	-5%	$422M
36	36 Cerence CRNC $394M	228	+7	+3%	$1.02B
37	37 FormFactor FORM $9.35B	223	+14	+7%	$2.39B
38	38 Applovin APP $87.7B	220	-9	-4%	$2.64B
39	39 DELISTED Verint Systems VRNT	217	-12	-5%	$2.42B
40	40 Lemonade LMND $3.39B	216	-8	-4%	$513M
41	41 Penguin Solutions Inc PENG $3.46B	174	-7	-4%	$861M
42	42 DELISTED LivePerson LPSN	160	-19	-11%	$277M
43	43 Zeta Global ZETA $8.1B	160	+24	+18%	$897M
44	44 Mitek Systems MITK $712M	158	+1	+0.6%	$309M
45	45 Recursion Pharmaceuticals RXRX $2.01B	158	+15	+10%	$841M
46	46 Hackett Group HCKT $281M	155	+1	+0.6%	$409M
47	47 CCC Intelligent Solutions CCC $4.5B	148	+15	+11%	$5.45B
48	48 Aehr Test Systems AEHR $2.33B	144	+16	+13%	$582M
49	49 RUM Group Inc RUM $2.42B	131	+13	+11%	$205M
50	50 Smartbird Inc BIRD $27.8M	125	-26	-17%	$45.1M