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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 Genpact G $5.91B	334	-22	-6%	$6.35B
27	27 EXL Service EXLS $5.66B	328	-3	-0.9%	$4.39B
28	28 Applovin APP $87.7B	318	+75	+31%	$5.34B
29	29 Elastic ESTC $9.67B	312	+5	+2%	$6.3B
30	30 Global X Robotics & Artificial Intelligence ETF BOTZ $3.22B	307	-9	-3%	$713M
31	31 C3.ai AI $1.88B	297	-19	-6%	$1.21B
32	32 Upstart Holdings UPST $2.21B	291	-12	-4%	$1.08B
33	33 Ambarella AMBA $2.71B	253	-5	-2%	$1.64B
34	34 FormFactor FORM $9.35B	231	-2	-0.9%	$2.64B
35	35 DigitalOcean DOCN $12.9B	226	-34	-13%	$899M
36	36 Shutterstock SSTK $149M	225	-28	-11%	$1.08B
37	37 Cerence CRNC $394M	216	-11	-5%	$795M
38	38 Nebius Group N.V. NBIS $50.6B	212	-10	-5%	$576M
39	39 DELISTED Verint Systems VRNT	212	0	0%	$1.41B
40	40 Lemonade LMND $3.39B	203	-17	-8%	$436M
41	41 Recursion Pharmaceuticals RXRX $2.01B	191	+34	+22%	$1.16B
42	42 CCC Intelligent Solutions CCC $4.5B	187	+18	+11%	$8.28B
43	43 Penguin Solutions Inc PENG $3.46B	183	-11	-6%	$1.32B
44	44 Evolv Technologies EVLV $734M	175	+13	+8%	$392M
45	45 Zeta Global ZETA $8.1B	154	+1	+0.7%	$774M
46	46 Aehr Test Systems AEHR $2.33B	153	+2	+1%	$904M
47	47 Camtek CAMT $6.33B	153	+60	+65%	$979M
48	48 Mitek Systems MITK $712M	148	-3	-2%	$346M
49	49 Credo Technology Group CRDO $33.7B	146	+9	+7%	$1.34B
50	50 Hackett Group HCKT $281M	140	+4	+3%	$518M