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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	2,432	+5	+0.2%	$375B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,042	+52	+3%	$204B
3	3 Alphabet (Google) Class C GOOG $4.2T	1,962	+43	+2%	$201B
4	4 Meta Platforms (Facebook) META $1.88T	1,890	+94	+5%	$240B
5	5 IBM IBM $215B	1,863	+47	+3%	$96.5B
6	6 Oracle ORCL $396B	1,574	+46	+3%	$109B
7	7 Qualcomm QCOM $184B	1,466	-71	-5%	$66.2B
8	8 Alibaba BABA $277B	891	+73	+9%	$96.5B
9	9 NVIDIA NVDA $5.34T	860	+54	+7%	$54.1B
10	10 Broadcom AVGO $1.65T	858	+18	+2%	$81.1B
11	11 Salesforce CRM $194B	846	+32	+4%	$50.6B
12	12 Hewlett Packard HPE $83.8B	792	-35	-4%	$31.5B
13	13 Micron Technology MU $1.03T	691	+33	+5%	$25.7B
14	14 Lam Research LRCX $359B	669	+19	+3%	$21B
15	15 Dell DELL $323B	631	-29	-4%	$11.7B
16	16 Baidu BIDU $27.9B	602	0	0%	$38.5B
17	XLNX 17 DELISTED Xilinx Inc XLNX	589	-4	-0.7%	$13.6B
18	18 Akamai AKAM $13.2B	547	0	0%	$9.13B
19	19 Advanced Micro Devices AMD $932B	435	+114	+36%	$7.79B
20	NUAN 20 DELISTED Nuance Communications, Inc. NUAN	378	-2	-0.5%	$4.27B
21	21 ServiceNow NOW $145B	376	+26	+7%	$14.3B
22	22 Marvell Technology MRVL $220B	332	-8	-2%	$5.74B
23	23 Jabil JBL $30.8B	308	-5	-2%	$5.05B
24	24 Ambarella AMBA $2.71B	232	-4	-2%	$1.05B
25	25 Nebius Group N.V. NBIS $50.6B	229	-2	-0.9%	$4.72B