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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	1,992	+3	+0.2%	$245B
2	2 IBM IBM $215B	1,727	-5	-0.3%	$107B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,699	+17	+1%	$263B
4	4 Qualcomm QCOM $184B	1,582	+13	+0.8%	$105B
5	5 Oracle ORCL $396B	1,516	+38	+3%	$110B
6	6 Meta Platforms (Facebook) META $1.88T	1,051	+45	+4%	$89.9B
7	7 Micron Technology MU $1.03T	651	+84	+15%	$33.7B
8	8 Salesforce CRM $194B	544	+10	+2%	$34.8B
9	9 Baidu BIDU $27.9B	539	+33	+7%	$42.6B
10	XLNX 10 DELISTED Xilinx Inc XLNX	505	+15	+3%	$11.2B
11	11 Lam Research LRCX $359B	456	+31	+7%	$10.7B
12	12 NVIDIA NVDA $5.34T	444	+7	+2%	$8.41B
13	13 Akamai AKAM $13.2B	439	+9	+2%	$9.63B
14	14 Broadcom AVGO $1.65T	413	+54	+15%	$13.7B
15	NUAN 15 DELISTED Nuance Communications, Inc. NUAN	338	-2	-0.6%	$4.74B
16	16 Marvell Technology MRVL $220B	330	+21	+7%	$4.94B
17	17 Jabil JBL $30.8B	318	+2	+0.6%	$3.61B
18	18 Advanced Micro Devices AMD $932B	258	+15	+6%	$1.34B
19	19 ServiceNow NOW $145B	256	-9	-3%	$8.02B
20	20 DELISTED Verint Systems VRNT	231	+33	+17%	$2.9B
21	21 Nebius Group N.V. NBIS $50.6B	198	-28	-12%	$6.42B
22	22 Super Micro Computer SMCI $23.5B	163	+11	+7%	$741M
23	23 Genpact G $5.91B	145	+2	+1%	$3.23B
24	24 Ambarella AMBA $2.71B	143	+13	+10%	$374M
25	25 Rambus RMBS $9.99B	137	+16	+13%	$1.09B