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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	2,268	-33	-1%	$290B
2	2 Alphabet (Google) Class A GOOGL $4.25T	1,834	-13	-0.7%	$168B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,788	-19	-1%	$165B
4	4 IBM IBM $215B	1,726	+12	+0.7%	$85.1B
5	5 Meta Platforms (Facebook) META $1.88T	1,661	+31	+2%	$188B
6	6 Oracle ORCL $396B	1,488	-34	-2%	$99.2B
7	7 Qualcomm QCOM $184B	1,409	+19	+1%	$62.7B
8	8 Salesforce CRM $194B	792	+28	+4%	$47.4B
9	9 Broadcom AVGO $1.65T	752	+48	+7%	$45.4B
10	10 Hewlett Packard HPE $83.8B	742	-5	-0.7%	$24.8B
11	11 Alibaba BABA $277B	700	-29	-4%	$57.8B
12	12 NVIDIA NVDA $5.34T	694	+68	+11%	$22B
13	13 Micron Technology MU $1.03T	614	+37	+6%	$11.8B
14	14 Baidu BIDU $27.9B	598	-49	-8%	$36.4B
15	15 Lam Research LRCX $359B	585	+26	+5%	$15.5B
16	XLNX 16 DELISTED Xilinx Inc XLNX	537	-26	-5%	$10.8B
17	17 Akamai AKAM $13.2B	495	-18	-4%	$8.87B
18	NUAN 18 DELISTED Nuance Communications, Inc. NUAN	363	-4	-1%	$3.76B
19	19 ServiceNow NOW $145B	333	+9	+3%	$10.5B
20	20 Jabil JBL $30.8B	301	-27	-8%	$3.21B
21	21 Marvell Technology MRVL $220B	293	+22	+8%	$3.52B
22	22 Advanced Micro Devices AMD $932B	248	+38	+18%	$1.93B
23	23 Genpact G $5.91B	220	-1	-0.5%	$4.96B
24	24 DELISTED Verint Systems VRNT	211	-8	-4%	$1.98B
25	25 Ambarella AMBA $2.71B	207	+6	+3%	$884M