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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	2,754	+267	+11%	$488B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,292	+229	+11%	$252B
3	3 Meta Platforms (Facebook) META $1.88T	2,266	+248	+12%	$300B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,197	+193	+10%	$254B
5	5 IBM IBM $215B	1,976	+217	+12%	$81.1B
6	6 Oracle ORCL $396B	1,760	+118	+7%	$114B
7	7 Qualcomm QCOM $184B	1,541	+164	+12%	$74.8B
8	8 Alibaba BABA $277B	1,225	+129	+12%	$168B
9	9 NVIDIA NVDA $5.34T	1,142	+131	+13%	$78.7B
10	10 Broadcom AVGO $1.65T	1,064	+101	+10%	$94.5B
11	11 Salesforce CRM $194B	1,003	+126	+14%	$64.1B
12	12 Micron Technology MU $1.03T	880	+126	+17%	$39.3B
13	13 Lam Research LRCX $359B	862	+107	+14%	$27.1B
14	14 Baidu BIDU $27.9B	734	+34	+5%	$51.6B
15	15 Hewlett Packard HPE $83.8B	732	+33	+5%	$18.7B
16	16 Dell DELL $323B	667	+47	+8%	$14.5B
17	XLNX 17 DELISTED Xilinx Inc XLNX	646	+54	+9%	$15.7B
18	18 Akamai AKAM $13.2B	527	+54	+11%	$9.91B
19	19 Advanced Micro Devices AMD $932B	468	+7	+2%	$6.2B
20	20 ServiceNow NOW $145B	463	+38	+9%	$22.9B
21	21 Marvell Technology MRVL $220B	366	+36	+11%	$9.78B
22	22 Jabil JBL $30.8B	360	+42	+13%	$4.58B
23	NUAN 23 DELISTED Nuance Communications, Inc. NUAN	357	-23	-6%	$4.11B
24	24 Nebius Group N.V. NBIS $50.6B	259	+19	+8%	$7.27B
25	25 Genpact G $5.91B	241	+17	+8%	$5.6B