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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	1,959	+165	+9%	$216B
2	2 IBM IBM $215B	1,756	+89	+5%	$116B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,711	+138	+9%	$267B
4	4 Qualcomm QCOM $184B	1,558	+150	+11%	$100B
5	5 Oracle ORCL $396B	1,465	+107	+8%	$104B
6	6 Meta Platforms (Facebook) META $1.88T	959	+120	+14%	$70.4B
7	7 Salesforce CRM $194B	528	+23	+5%	$35.4B
8	8 Micron Technology MU $1.03T	524	+80	+18%	$27.7B
9	9 Baidu BIDU $27.9B	511	+74	+17%	$40B
10	XLNX 10 DELISTED Xilinx Inc XLNX	475	+7	+1%	$11.9B
11	11 Lam Research LRCX $359B	446	+38	+9%	$8.28B
12	12 NVIDIA NVDA $5.34T	422	+22	+6%	$8.34B
13	13 Akamai AKAM $13.2B	417	+20	+5%	$7.73B
14	NUAN 14 DELISTED Nuance Communications, Inc. NUAN	356	+13	+4%	$4.22B
15	15 Jabil JBL $30.8B	343	+2	+0.6%	$3.04B
16	16 Broadcom AVGO $1.65T	341	+42	+14%	$9.9B
17	17 Marvell Technology MRVL $220B	316	+26	+9%	$5B
18	18 Nebius Group N.V. NBIS $50.6B	246	+42	+21%	$7.89B
19	19 ServiceNow NOW $145B	238	+63	+36%	$7.16B
20	20 Advanced Micro Devices AMD $932B	230	+7	+3%	$1.01B
21	21 DELISTED Verint Systems VRNT	188	-5	-3%	$2.17B
22	22 Genpact G $5.91B	163	+8	+5%	$3.44B
23	23 Super Micro Computer SMCI $23.5B	131	+12	+10%	$442M
24	24 DELISTED LivePerson LPSN	130	+11	+9%	$541M
25	25 EXL Service EXLS $5.66B	122	-5	-4%	$830M