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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	2,427	+152	+7%	$355B
2	2 Alphabet (Google) Class A GOOGL $4.25T	1,990	+123	+7%	$191B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,919	+103	+6%	$188B
4	4 IBM IBM $215B	1,816	+62	+4%	$93.8B
5	5 Meta Platforms (Facebook) META $1.88T	1,796	+99	+6%	$191B
6	6 Qualcomm QCOM $184B	1,537	+52	+4%	$76.8B
7	7 Oracle ORCL $396B	1,528	+42	+3%	$92.2B
8	8 Broadcom AVGO $1.65T	840	+66	+9%	$64.6B
9	9 Hewlett Packard HPE $83.8B	827	+37	+5%	$30.9B
10	10 Alibaba BABA $277B	818	+20	+3%	$75.6B
11	11 Salesforce CRM $194B	814	+33	+4%	$41.2B
12	12 NVIDIA NVDA $5.34T	806	+79	+11%	$49.4B
13	13 Dell DELL $323B	660	-13	-2%	$10.3B
14	14 Micron Technology MU $1.03T	658	+28	+4%	$19.5B
15	15 Lam Research LRCX $359B	650	+44	+7%	$17.3B
16	16 Baidu BIDU $27.9B	602	-5	-0.8%	$36.4B
17	XLNX 17 DELISTED Xilinx Inc XLNX	593	+28	+5%	$14.4B
18	18 Akamai AKAM $13.2B	547	+47	+9%	$10.4B
19	NUAN 19 DELISTED Nuance Communications, Inc. NUAN	380	+19	+5%	$3.65B
20	20 ServiceNow NOW $145B	350	+15	+4%	$12.2B
21	21 Marvell Technology MRVL $220B	340	+40	+13%	$5.16B
22	22 Advanced Micro Devices AMD $932B	321	+19	+6%	$5.51B
23	23 Jabil JBL $30.8B	313	+20	+7%	$4.22B
24	24 Ambarella AMBA $2.71B	236	-5	-2%	$1.15B
25	25 Nebius Group N.V. NBIS $50.6B	231	+4	+2%	$4.23B