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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	2,275	+7	+0.3%	$326B
2	2 Alphabet (Google) Class A GOOGL $4.25T	1,867	+33	+2%	$194B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,816	+28	+2%	$188B
4	4 IBM IBM $215B	1,754	+28	+2%	$89.9B
5	5 Meta Platforms (Facebook) META $1.88T	1,697	+36	+2%	$213B
6	6 Oracle ORCL $396B	1,486	-2	-0.1%	$94.3B
7	7 Qualcomm QCOM $184B	1,485	+76	+5%	$81.5B
8	8 Alibaba BABA $277B	798	+98	+14%	$89.8B
9	9 Hewlett Packard HPE $83.8B	790	+48	+6%	$30.4B
10	10 Salesforce CRM $194B	781	-11	-1%	$42.1B
11	11 Broadcom AVGO $1.65T	774	+22	+3%	$51.2B
12	12 NVIDIA NVDA $5.34T	727	+33	+5%	$31.8B
13	13 Dell DELL $323B	673	+673	–	$20.5B
14	14 Micron Technology MU $1.03T	630	+16	+3%	$15.9B
15	15 Baidu BIDU $27.9B	607	+9	+2%	$40.3B
16	16 Lam Research LRCX $359B	606	+21	+4%	$16.8B
17	XLNX 17 DELISTED Xilinx Inc XLNX	565	+28	+5%	$12.8B
18	18 Akamai AKAM $13.2B	500	+5	+1%	$8.5B
19	NUAN 19 DELISTED Nuance Communications, Inc. NUAN	361	-2	-0.6%	$3.51B
20	20 ServiceNow NOW $145B	335	+2	+0.6%	$13B
21	21 Advanced Micro Devices AMD $932B	302	+54	+22%	$3.54B
22	22 Marvell Technology MRVL $220B	300	+7	+2%	$5.07B
23	23 Jabil JBL $30.8B	293	-8	-3%	$3.78B
24	24 Ambarella AMBA $2.71B	241	+34	+16%	$1.43B
25	25 Nebius Group N.V. NBIS $50.6B	227	+27	+14%	$4.44B