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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	2,100	-51	-2%	$237B
2	2 Alphabet (Google) Class C GOOG $4.2T	1,877	+64	+4%	$251B
3	3 IBM IBM $215B	1,725	-26	-1%	$94.1B
4	4 Oracle ORCL $396B	1,563	-19	-1%	$113B
5	5 Qualcomm QCOM $184B	1,556	-55	-3%	$89B
6	6 Meta Platforms (Facebook) META $1.88T	1,275	+62	+5%	$123B
7	7 Micron Technology MU $1.03T	709	-39	-5%	$27.5B
8	8 Alibaba BABA $277B	683	-7	-1%	$43.2B
9	9 Baidu BIDU $27.9B	620	-29	-4%	$47.2B
10	10 Salesforce CRM $194B	570	+6	+1%	$39.7B
11	11 Broadcom AVGO $1.65T	553	+45	+9%	$24B
12	12 Lam Research LRCX $359B	506	-21	-4%	$11.2B
13	13 NVIDIA NVDA $5.34T	499	-1	-0.2%	$9.68B
14	14 Akamai AKAM $13.2B	492	-7	-1%	$11.3B
15	XLNX 15 DELISTED Xilinx Inc XLNX	480	-20	-4%	$10.2B
16	16 Jabil JBL $30.8B	324	+1	+0.3%	$4.16B
17	17 ServiceNow NOW $145B	321	+28	+10%	$10.7B
18	18 Marvell Technology MRVL $220B	318	-4	-1%	$5.28B
19	NUAN 19 DELISTED Nuance Communications, Inc. NUAN	304	-20	-6%	$3.6B
20	20 DELISTED Verint Systems VRNT	252	-7	-3%	$3.66B
21	21 Advanced Micro Devices AMD $932B	224	-3	-1%	$787M
22	22 Ambarella AMBA $2.71B	211	+25	+13%	$1.18B
23	23 Super Micro Computer SMCI $23.5B	201	+26	+15%	$985M
24	24 Nebius Group N.V. NBIS $50.6B	174	-8	-4%	$2.7B
25	25 Genpact G $5.91B	154	+11	+8%	$4.38B