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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
1	1 Microsoft MSFT $3.96T	1,810	+1,810	–	$198B
2	2 IBM IBM $215B	1,662	+1,662	–	$123B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,604	+1,604	–	$206B
4	4 Qualcomm QCOM $184B	1,405	+1,405	–	$82.3B
5	5 Oracle ORCL $396B	1,367	+1,367	–	$85B
6	6 Meta Platforms (Facebook) META $1.88T	666	+666	–	$21.8B
7	7 Salesforce CRM $194B	466	+466	–	$25.7B
8	8 Micron Technology MU $1.03T	416	+416	–	$18.1B
9	9 NVIDIA NVDA $5.34T	399	+399	–	$6.05B
10	XLNX 10 DELISTED Xilinx Inc XLNX	399	+399	–	$12.6B
11	11 Akamai AKAM $13.2B	392	+392	–	$6.71B
12	12 Baidu BIDU $27.9B	386	+386	–	$20.8B
13	13 Lam Research LRCX $359B	384	+384	–	$9.28B
14	NUAN 14 DELISTED Nuance Communications, Inc. NUAN	342	+342	–	$4.94B
15	15 Jabil JBL $30.8B	311	+311	–	$3.49B
16	16 Marvell Technology MRVL $220B	291	+291	–	$3.79B
17	17 Broadcom AVGO $1.65T	263	+263	–	$7.08B
18	18 Advanced Micro Devices AMD $932B	244	+244	–	$1.18B
19	19 Nebius Group N.V. NBIS $50.6B	179	+179	–	$4.44B
20	20 DELISTED Verint Systems VRNT	176	+176	–	$1.77B
21	21 Genpact G $5.91B	150	+150	–	$3.56B
22	22 ServiceNow NOW $145B	147	+147	–	$4.46B
23	23 DELISTED LivePerson LPSN	119	+119	–	$320M
24	24 Rambus RMBS $9.99B	117	+117	–	$503M
25	25 EXL Service EXLS $5.66B	116	+116	–	$876M