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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	2,850	+33	+1%	$644B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,374	+39	+2%	$285B
3	3 Alphabet (Google) Class C GOOG $4.2T	2,260	+44	+2%	$286B
4	4 Meta Platforms (Facebook) META $1.88T	2,257	-53	-2%	$282B
5	5 IBM IBM $215B	1,924	-22	-1%	$79.7B
6	6 Oracle ORCL $396B	1,708	+4	+0.2%	$111B
7	7 Qualcomm QCOM $184B	1,505	+45	+3%	$79.5B
8	8 Alibaba BABA $277B	1,383	+24	+2%	$165B
9	9 NVIDIA NVDA $5.34T	1,363	+54	+4%	$118B
10	10 Salesforce CRM $194B	1,219	+76	+7%	$101B
11	11 Broadcom AVGO $1.65T	1,022	-6	-0.6%	$88.3B
12	12 Micron Technology MU $1.03T	953	-52	-5%	$38.8B
13	13 Lam Research LRCX $359B	815	-72	-8%	$21.2B
14	14 Baidu BIDU $27.9B	804	-18	-2%	$49B
15	15 Hewlett Packard HPE $83.8B	773	+4	+0.5%	$19.2B
16	XLNX 16 DELISTED Xilinx Inc XLNX	683	+34	+5%	$18.1B
17	17 Dell DELL $323B	653	-13	-2%	$18B
18	18 ServiceNow NOW $145B	627	+74	+13%	$33.3B
19	19 Advanced Micro Devices AMD $932B	595	+91	+18%	$18.6B
20	20 Akamai AKAM $13.2B	551	-15	-3%	$10.7B
21	21 Marvell Technology MRVL $220B	389	-16	-4%	$12.2B
22	22 Jabil JBL $30.8B	317	-10	-3%	$3.93B
23	NUAN 23 DELISTED Nuance Communications, Inc. NUAN	302	-2	-0.7%	$4.42B
24	24 Nebius Group N.V. NBIS $50.6B	253	-15	-6%	$7.45B
25	25 Genpact G $5.91B	244	-1	-0.4%	$5.25B