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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	0	0%	$256B
2	2 Alphabet (Google) Class C GOOG $4.2T	1,885	+8	+0.4%	$252B
3	3 IBM IBM $215B	1,741	+16	+0.9%	$94.2B
4	4 Oracle ORCL $396B	1,537	-26	-2%	$104B
5	5 Qualcomm QCOM $184B	1,526	-30	-2%	$80.1B
6	6 Meta Platforms (Facebook) META $1.88T	1,343	+68	+5%	$132B
7	7 Alibaba BABA $277B	696	+13	+2%	$44.4B
8	8 Micron Technology MU $1.03T	647	-62	-9%	$18.1B
9	9 Salesforce CRM $194B	643	+73	+13%	$40.2B
10	10 Broadcom AVGO $1.65T	610	+57	+10%	$29.1B
11	11 Baidu BIDU $27.9B	595	-25	-4%	$45.3B
12	12 Akamai AKAM $13.2B	536	+44	+9%	$11B
13	13 Lam Research LRCX $359B	501	-5	-1%	$12.9B
14	XLNX 14 DELISTED Xilinx Inc XLNX	499	+19	+4%	$10.4B
15	15 NVIDIA NVDA $5.34T	479	-20	-4%	$9.31B
16	16 ServiceNow NOW $145B	323	+2	+0.6%	$10.5B
17	NUAN 17 DELISTED Nuance Communications, Inc. NUAN	319	+15	+5%	$4.28B
18	18 Jabil JBL $30.8B	314	-10	-3%	$3.88B
19	19 Marvell Technology MRVL $220B	285	-33	-10%	$4.66B
20	20 DELISTED Verint Systems VRNT	247	-5	-2%	$3.58B
21	21 Ambarella AMBA $2.71B	240	+29	+14%	$1.65B
22	22 Advanced Micro Devices AMD $932B	210	-14	-6%	$778M
23	23 Super Micro Computer SMCI $23.5B	208	+7	+3%	$1.02B
24	24 Nebius Group N.V. NBIS $50.6B	178	+4	+2%	$2.86B
25	25 Genpact G $5.91B	168	+14	+9%	$3.94B