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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	2,476	+44	+2%	$395B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,071	+29	+1%	$222B
3	3 Alphabet (Google) Class C GOOG $4.2T	2,008	+46	+2%	$220B
4	4 Meta Platforms (Facebook) META $1.88T	1,959	+69	+4%	$255B
5	5 IBM IBM $215B	1,796	-67	-4%	$84.5B
6	6 Oracle ORCL $396B	1,631	+57	+4%	$123B
7	7 Qualcomm QCOM $184B	1,427	-39	-3%	$63.7B
8	8 Alibaba BABA $277B	979	+88	+10%	$135B
9	9 Broadcom AVGO $1.65T	926	+68	+8%	$86.1B
10	10 NVIDIA NVDA $5.34T	914	+54	+6%	$61.7B
11	11 Salesforce CRM $194B	858	+12	+1%	$54.1B
12	12 Lam Research LRCX $359B	739	+70	+10%	$21.8B
13	13 Hewlett Packard HPE $83.8B	728	-64	-8%	$22.2B
14	14 Micron Technology MU $1.03T	695	+4	+0.6%	$26.5B
15	15 Baidu BIDU $27.9B	620	+18	+3%	$39.9B
16	16 Dell DELL $323B	603	-28	-4%	$11B
17	XLNX 17 DELISTED Xilinx Inc XLNX	603	+14	+2%	$15.8B
18	18 Akamai AKAM $13.2B	503	-44	-8%	$7.34B
19	19 Advanced Micro Devices AMD $932B	430	-5	-1%	$7.02B
20	20 ServiceNow NOW $145B	394	+18	+5%	$18.1B
21	NUAN 21 DELISTED Nuance Communications, Inc. NUAN	380	+2	+0.5%	$4.29B
22	22 Marvell Technology MRVL $220B	335	+3	+0.9%	$6.33B
23	23 Jabil JBL $30.8B	299	-9	-3%	$5B
24	24 Nebius Group N.V. NBIS $50.6B	231	+2	+0.9%	$5.77B
25	25 DELISTED Verint Systems VRNT	219	-3	-1%	$2.46B