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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	2,274	+181	+9%	$322B
2	2 Alphabet (Google) Class C GOOG $4.2T	1,800	+29	+2%	$185B
3	3 Alphabet (Google) Class A GOOGL $4.25T	1,781	+1,467	+467%	$188B
4	4 IBM IBM $215B	1,736	+22	+1%	$78.5B
5	5 Meta Platforms (Facebook) META $1.88T	1,549	+159	+11%	$167B
6	6 Oracle ORCL $396B	1,492	+34	+2%	$90.3B
7	7 Qualcomm QCOM $184B	1,418	-18	-1%	$59B
8	8 Salesforce CRM $194B	765	+101	+15%	$45.4B
9	9 Alibaba BABA $277B	757	+154	+26%	$53.7B
10	10 Hewlett Packard HPE $83.8B	730	+730	–	$21B
11	11 Baidu BIDU $27.9B	625	+87	+16%	$42.6B
12	12 Micron Technology MU $1.03T	619	+4	+0.7%	$12.4B
13	13 Broadcom AVGO $1.65T	593	-7	-1%	$34.2B
14	14 NVIDIA NVDA $5.34T	583	+78	+15%	$15.3B
15	XLNX 15 DELISTED Xilinx Inc XLNX	539	+49	+10%	$10.8B
16	16 Lam Research LRCX $359B	535	+30	+6%	$13.6B
17	17 Akamai AKAM $13.2B	516	-21	-4%	$8.32B
18	18 ServiceNow NOW $145B	355	+34	+11%	$13.1B
19	NUAN 19 DELISTED Nuance Communications, Inc. NUAN	353	+33	+10%	$5.25B
20	20 Jabil JBL $30.8B	326	+5	+2%	$4.33B
21	21 Marvell Technology MRVL $220B	252	-8	-3%	$3.34B
22	22 Ambarella AMBA $2.71B	241	+8	+3%	$966M
23	23 DELISTED Verint Systems VRNT	217	-33	-13%	$2.47B
24	24 Advanced Micro Devices AMD $932B	212	+14	+7%	$948M
25	25 Genpact G $5.91B	196	+29	+17%	$4.68B