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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	2,817	+27	+1%	$554B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,335	+40	+2%	$267B
3	3 Meta Platforms (Facebook) META $1.88T	2,310	+87	+4%	$348B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,216	+36	+2%	$268B
5	5 IBM IBM $215B	1,946	-25	-1%	$72.4B
6	6 Oracle ORCL $396B	1,704	-49	-3%	$99.4B
7	7 Qualcomm QCOM $184B	1,460	-22	-1%	$65B
8	8 Alibaba BABA $277B	1,359	+44	+3%	$187B
9	9 NVIDIA NVDA $5.34T	1,309	+75	+6%	$96.5B
10	10 Salesforce CRM $194B	1,143	+67	+6%	$86.6B
11	11 Broadcom AVGO $1.65T	1,028	+90	+10%	$89.4B
12	12 Micron Technology MU $1.03T	1,005	+25	+3%	$45.8B
13	13 Lam Research LRCX $359B	887	-33	-4%	$24.6B
14	14 Baidu BIDU $27.9B	822	+52	+7%	$52.3B
15	15 Hewlett Packard HPE $83.8B	769	-7	-0.9%	$18B
16	16 Dell DELL $323B	666	+15	+2%	$15.6B
17	XLNX 17 DELISTED Xilinx Inc XLNX	649	-3	-0.5%	$14.7B
18	18 Akamai AKAM $13.2B	566	+22	+4%	$10.7B
19	19 ServiceNow NOW $145B	553	+39	+8%	$29.5B
20	20 Advanced Micro Devices AMD $932B	504	+9	+2%	$9.74B
21	21 Marvell Technology MRVL $220B	405	+15	+4%	$11.7B
22	22 Jabil JBL $30.8B	327	-15	-4%	$4.22B
23	NUAN 23 DELISTED Nuance Communications, Inc. NUAN	304	-55	-15%	$3.55B
24	24 Nebius Group N.V. NBIS $50.6B	268	-25	-9%	$8.16B
25	25 Genpact G $5.91B	245	+1	+0.4%	$4.91B