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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	1,989	+30	+2%	$237B
2	2 IBM IBM $215B	1,732	-24	-1%	$114B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,682	-29	-2%	$256B
4	4 Qualcomm QCOM $184B	1,569	+11	+0.7%	$106B
5	5 Oracle ORCL $396B	1,478	+13	+0.9%	$112B
6	6 Meta Platforms (Facebook) META $1.88T	1,006	+47	+5%	$78.6B
7	7 Micron Technology MU $1.03T	567	+43	+8%	$30B
8	8 Salesforce CRM $194B	534	+6	+1%	$36B
9	9 Baidu BIDU $27.9B	506	-5	-1%	$34.2B
10	XLNX 10 DELISTED Xilinx Inc XLNX	490	+15	+3%	$13.4B
11	11 NVIDIA NVDA $5.34T	437	+15	+4%	$8.21B
12	12 Akamai AKAM $13.2B	430	+13	+3%	$8.96B
13	13 Lam Research LRCX $359B	425	-21	-5%	$8.5B
14	14 Broadcom AVGO $1.65T	359	+18	+5%	$12B
15	NUAN 15 DELISTED Nuance Communications, Inc. NUAN	340	-16	-4%	$4.92B
16	16 Jabil JBL $30.8B	316	-27	-8%	$3.08B
17	17 Marvell Technology MRVL $220B	309	-7	-2%	$5.41B
18	18 ServiceNow NOW $145B	265	+27	+11%	$7.02B
19	19 Advanced Micro Devices AMD $932B	243	+13	+6%	$1.15B
20	20 Nebius Group N.V. NBIS $50.6B	226	-20	-8%	$6.49B
21	21 DELISTED Verint Systems VRNT	198	+10	+5%	$2.41B
22	22 Super Micro Computer SMCI $23.5B	152	+21	+16%	$472M
23	23 Genpact G $5.91B	143	-20	-12%	$3.43B
24	24 Ambarella AMBA $2.71B	130	+9	+7%	$228M
25	25 DELISTED LivePerson LPSN	125	-5	-4%	$456M