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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	2,093	-7	-0.3%	$256B
2	2 Alphabet (Google) Class C GOOG $4.2T	1,771	-114	-6%	$280B
3	3 IBM IBM $215B	1,714	-27	-2%	$83.6B
4	4 Oracle ORCL $396B	1,458	-79	-5%	$91.4B
5	5 Qualcomm QCOM $184B	1,436	-90	-6%	$64.6B
6	6 Meta Platforms (Facebook) META $1.88T	1,390	+47	+3%	$141B
7	7 Salesforce CRM $194B	664	+21	+3%	$40.2B
8	8 Micron Technology MU $1.03T	615	-32	-5%	$13.4B
9	9 Alibaba BABA $277B	603	-93	-13%	$32.2B
10	10 Broadcom AVGO $1.65T	600	-10	-2%	$28.3B
11	11 Baidu BIDU $27.9B	538	-57	-10%	$29.9B
12	12 Akamai AKAM $13.2B	537	+1	+0.2%	$10.9B
13	13 Lam Research LRCX $359B	505	+4	+0.8%	$10.3B
14	14 NVIDIA NVDA $5.34T	505	+26	+5%	$11.1B
15	XLNX 15 DELISTED Xilinx Inc XLNX	490	-9	-2%	$9.84B
16	16 Jabil JBL $30.8B	321	+7	+2%	$4.06B
17	17 ServiceNow NOW $145B	321	-2	-0.6%	$10.3B
18	NUAN 18 DELISTED Nuance Communications, Inc. NUAN	320	+1	+0.3%	$4.11B
19	19 Alphabet (Google) Class A GOOGL $4.25T	314	+305	+3,389%	$7.74B
20	20 Marvell Technology MRVL $220B	260	-25	-9%	$3.19B
21	21 DELISTED Verint Systems VRNT	250	+3	+1%	$2.58B
22	22 Ambarella AMBA $2.71B	233	-7	-3%	$1.07B
23	23 Advanced Micro Devices AMD $932B	198	-12	-6%	$497M
24	24 Super Micro Computer SMCI $23.5B	185	-23	-11%	$1.03B
25	25 Nebius Group N.V. NBIS $50.6B	171	-7	-4%	$1.94B