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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	1,794	-16	-0.9%	$192B
2	2 IBM IBM $215B	1,667	+5	+0.3%	$119B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,573	-31	-2%	$208B
4	4 Qualcomm QCOM $184B	1,408	+3	+0.2%	$90.2B
5	5 Oracle ORCL $396B	1,358	-9	-0.7%	$90.7B
6	6 Meta Platforms (Facebook) META $1.88T	839	+173	+26%	$56.6B
7	7 Salesforce CRM $194B	505	+39	+8%	$33.7B
8	XLNX 8 DELISTED Xilinx Inc XLNX	468	+69	+17%	$12.5B
9	9 Micron Technology MU $1.03T	444	+28	+7%	$22.3B
10	10 Baidu BIDU $27.9B	437	+51	+13%	$36.2B
11	11 Lam Research LRCX $359B	408	+24	+6%	$10.9B
12	12 NVIDIA NVDA $5.34T	400	+1	+0.3%	$6.97B
13	13 Akamai AKAM $13.2B	397	+5	+1%	$8.42B
14	NUAN 14 DELISTED Nuance Communications, Inc. NUAN	343	+1	+0.3%	$4.57B
15	15 Jabil JBL $30.8B	341	+30	+10%	$3.75B
16	16 Broadcom AVGO $1.65T	299	+36	+14%	$8.13B
17	17 Marvell Technology MRVL $220B	290	-1	-0.3%	$3.94B
18	18 Advanced Micro Devices AMD $932B	223	-21	-9%	$1.16B
19	19 Nebius Group N.V. NBIS $50.6B	204	+25	+14%	$7.11B
20	20 DELISTED Verint Systems VRNT	193	+17	+10%	$1.89B
21	21 ServiceNow NOW $145B	175	+28	+19%	$5.6B
22	22 Genpact G $5.91B	155	+5	+3%	$3.44B
23	23 EXL Service EXLS $5.66B	127	+11	+9%	$853M
24	24 Rambus RMBS $9.99B	122	+5	+4%	$612M
25	25 DELISTED LivePerson LPSN	119	0	0%	$335M