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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	2,151	+150	+7%	$274B
2	2 Alphabet (Google) Class C GOOG $4.2T	1,813	+98	+6%	$245B
3	3 IBM IBM $215B	1,751	+43	+3%	$92.5B
4	4 Qualcomm QCOM $184B	1,611	+75	+5%	$96.4B
5	5 Oracle ORCL $396B	1,582	+83	+6%	$119B
6	6 Meta Platforms (Facebook) META $1.88T	1,213	+102	+9%	$115B
7	7 Micron Technology MU $1.03T	748	+92	+14%	$35.4B
8	8 Alibaba BABA $277B	690	+195	+39%	$44B
9	9 Baidu BIDU $27.9B	649	+74	+13%	$51.4B
10	10 Salesforce CRM $194B	564	+12	+2%	$35.3B
11	11 Lam Research LRCX $359B	527	+61	+13%	$12.5B
12	12 Broadcom AVGO $1.65T	508	+74	+17%	$18.7B
13	13 NVIDIA NVDA $5.34T	500	+37	+8%	$8.81B
14	XLNX 14 DELISTED Xilinx Inc XLNX	500	+10	+2%	$10.1B
15	15 Akamai AKAM $13.2B	499	+22	+5%	$9.88B
16	NUAN 16 DELISTED Nuance Communications, Inc. NUAN	324	+3	+0.9%	$3.6B
17	17 Jabil JBL $30.8B	323	0	0%	$3.81B
18	18 Marvell Technology MRVL $220B	322	-3	-0.9%	$5.07B
19	19 ServiceNow NOW $145B	293	+21	+8%	$8.78B
20	20 DELISTED Verint Systems VRNT	259	+30	+13%	$3.49B
21	21 Advanced Micro Devices AMD $932B	227	-15	-6%	$808M
22	22 Ambarella AMBA $2.71B	186	+26	+16%	$765M
23	23 Nebius Group N.V. NBIS $50.6B	182	-14	-7%	$3.4B
24	24 Super Micro Computer SMCI $23.5B	175	+13	+8%	$1.02B
25	25 Genpact G $5.91B	143	+3	+2%	$3.57B