← All themes

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	2,301	+27	+1%	$317B
2	2 Alphabet (Google) Class A GOOGL $4.25T	1,847	+66	+4%	$184B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,807	+7	+0.4%	$179B
4	4 IBM IBM $215B	1,714	-22	-1%	$84.9B
5	5 Meta Platforms (Facebook) META $1.88T	1,630	+81	+5%	$187B
6	6 Oracle ORCL $396B	1,522	+30	+2%	$101B
7	7 Qualcomm QCOM $184B	1,390	-28	-2%	$59.3B
8	8 Salesforce CRM $194B	764	-1	-0.1%	$43.4B
9	9 Hewlett Packard HPE $83.8B	747	+17	+2%	$23.9B
10	10 Alibaba BABA $277B	729	-28	-4%	$50.8B
11	11 Broadcom AVGO $1.65T	704	+111	+19%	$44.8B
12	12 Baidu BIDU $27.9B	647	+22	+4%	$41.5B
13	13 NVIDIA NVDA $5.34T	626	+43	+7%	$17.2B
14	14 Micron Technology MU $1.03T	577	-42	-7%	$9.05B
15	XLNX 15 DELISTED Xilinx Inc XLNX	563	+24	+4%	$11B
16	16 Lam Research LRCX $359B	559	+24	+4%	$14.7B
17	17 Akamai AKAM $13.2B	513	-3	-0.6%	$8.79B
18	NUAN 18 DELISTED Nuance Communications, Inc. NUAN	367	+14	+4%	$4.48B
19	19 Jabil JBL $30.8B	328	+2	+0.6%	$3.43B
20	20 ServiceNow NOW $145B	324	-31	-9%	$9.83B
21	21 Marvell Technology MRVL $220B	271	+19	+8%	$3.84B
22	22 Genpact G $5.91B	221	+25	+13%	$5.03B
23	23 DELISTED Verint Systems VRNT	219	+2	+0.9%	$2.06B
24	24 Advanced Micro Devices AMD $932B	210	-2	-0.9%	$911M
25	25 Ambarella AMBA $2.71B	201	-40	-17%	$749M