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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	2,487	+11	+0.4%	$427B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,063	-8	-0.4%	$231B
3	3 Meta Platforms (Facebook) META $1.88T	2,018	+59	+3%	$291B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,004	-4	-0.2%	$234B
5	5 IBM IBM $215B	1,759	-37	-2%	$78.2B
6	6 Oracle ORCL $396B	1,642	+11	+0.7%	$118B
7	7 Qualcomm QCOM $184B	1,377	-50	-4%	$59.4B
8	8 Alibaba BABA $277B	1,096	+117	+12%	$169B
9	9 NVIDIA NVDA $5.34T	1,011	+97	+11%	$69.7B
10	10 Broadcom AVGO $1.65T	963	+37	+4%	$88.9B
11	11 Salesforce CRM $194B	877	+19	+2%	$58.4B
12	12 Lam Research LRCX $359B	755	+16	+2%	$28.4B
13	13 Micron Technology MU $1.03T	754	+59	+8%	$37.2B
14	14 Baidu BIDU $27.9B	700	+80	+13%	$55.4B
15	15 Hewlett Packard HPE $83.8B	699	-29	-4%	$19.8B
16	16 Dell DELL $323B	620	+17	+3%	$13.9B
17	XLNX 17 DELISTED Xilinx Inc XLNX	592	-11	-2%	$17.2B
18	18 Akamai AKAM $13.2B	473	-30	-6%	$7.19B
19	19 Advanced Micro Devices AMD $932B	461	+31	+7%	$7.5B
20	20 ServiceNow NOW $145B	425	+31	+8%	$20.5B
21	NUAN 21 DELISTED Nuance Communications, Inc. NUAN	380	0	0%	$3.92B
22	22 Marvell Technology MRVL $220B	330	-5	-1%	$6.99B
23	23 Jabil JBL $30.8B	318	+19	+6%	$4.84B
24	24 Nebius Group N.V. NBIS $50.6B	240	+9	+4%	$7.18B
25	25 DELISTED Verint Systems VRNT	233	+14	+6%	$2.55B