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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	2,790	+36	+1%	$516B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,295	+3	+0.1%	$245B
3	3 Meta Platforms (Facebook) META $1.88T	2,223	-43	-2%	$280B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,180	-17	-0.8%	$248B
5	5 IBM IBM $215B	1,971	-5	-0.3%	$80.7B
6	6 Oracle ORCL $396B	1,753	-7	-0.4%	$109B
7	7 Qualcomm QCOM $184B	1,482	-59	-4%	$64.2B
8	8 Alibaba BABA $277B	1,315	+90	+7%	$180B
9	9 NVIDIA NVDA $5.34T	1,234	+92	+8%	$93.2B
10	10 Salesforce CRM $194B	1,076	+73	+7%	$73.3B
11	11 Micron Technology MU $1.03T	980	+100	+11%	$48.3B
12	12 Broadcom AVGO $1.65T	938	-126	-12%	$85.1B
13	13 Lam Research LRCX $359B	920	+58	+7%	$29.8B
14	14 Hewlett Packard HPE $83.8B	776	+44	+6%	$22B
15	15 Baidu BIDU $27.9B	770	+36	+5%	$48.2B
16	XLNX 16 DELISTED Xilinx Inc XLNX	652	+6	+0.9%	$16.5B
17	17 Dell DELL $323B	651	-16	-2%	$13B
18	18 Akamai AKAM $13.2B	544	+17	+3%	$10.6B
19	19 ServiceNow NOW $145B	514	+51	+11%	$28.6B
20	20 Advanced Micro Devices AMD $932B	495	+27	+6%	$6.22B
21	21 Marvell Technology MRVL $220B	390	+24	+7%	$11B
22	NUAN 22 DELISTED Nuance Communications, Inc. NUAN	359	+2	+0.6%	$4.01B
23	23 Jabil JBL $30.8B	342	-18	-5%	$4.49B
24	24 Nebius Group N.V. NBIS $50.6B	293	+34	+13%	$9.17B
25	25 Genpact G $5.91B	244	+3	+1%	$5.49B