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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	2,001	+9	+0.5%	$273B
2	2 Alphabet (Google) Class C GOOG $4.2T	1,715	+16	+0.9%	$264B
3	3 IBM IBM $215B	1,708	-19	-1%	$110B
4	4 Qualcomm QCOM $184B	1,536	-46	-3%	$97.1B
5	5 Oracle ORCL $396B	1,499	-17	-1%	$101B
6	6 Meta Platforms (Facebook) META $1.88T	1,111	+60	+6%	$111B
7	7 Micron Technology MU $1.03T	656	+5	+0.8%	$34.9B
8	8 Baidu BIDU $27.9B	575	+36	+7%	$49.3B
9	9 Salesforce CRM $194B	552	+8	+1%	$34.2B
10	10 Alibaba BABA $277B	495	+495	–	$35.4B
11	XLNX 11 DELISTED Xilinx Inc XLNX	490	-15	-3%	$9.96B
12	12 Akamai AKAM $13.2B	477	+38	+9%	$9.25B
13	13 Lam Research LRCX $359B	466	+10	+2%	$11.8B
14	14 NVIDIA NVDA $5.34T	463	+19	+4%	$8.18B
15	15 Broadcom AVGO $1.65T	434	+21	+5%	$16.1B
16	16 Marvell Technology MRVL $220B	325	-5	-2%	$4.65B
17	17 Jabil JBL $30.8B	323	+5	+2%	$3.57B
18	NUAN 18 DELISTED Nuance Communications, Inc. NUAN	321	-17	-5%	$3.88B
19	19 ServiceNow NOW $145B	272	+16	+6%	$7.44B
20	20 Advanced Micro Devices AMD $932B	242	-16	-6%	$1.26B
21	21 DELISTED Verint Systems VRNT	229	-2	-0.9%	$3.37B
22	22 Nebius Group N.V. NBIS $50.6B	196	-2	-1%	$4.94B
23	23 Super Micro Computer SMCI $23.5B	162	-1	-0.6%	$863M
24	24 Ambarella AMBA $2.71B	160	+17	+12%	$637M
25	25 Genpact G $5.91B	140	-5	-3%	$3.01B