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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	3,094	+244	+9%	$572B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,520	+146	+6%	$248B
3	3 Alphabet (Google) Class C GOOG $4.2T	2,372	+112	+5%	$249B
4	4 Meta Platforms (Facebook) META $1.88T	2,295	+38	+2%	$230B
5	5 IBM IBM $215B	1,909	-15	-0.8%	$56.5B
6	6 Oracle ORCL $396B	1,771	+63	+4%	$89B
7	7 Qualcomm QCOM $184B	1,482	-23	-2%	$57.9B
8	8 Alibaba BABA $277B	1,413	+30	+2%	$141B
9	9 Salesforce CRM $194B	1,303	+84	+7%	$87.9B
10	10 NVIDIA NVDA $5.34T	1,302	-61	-4%	$57.1B
11	11 Broadcom AVGO $1.65T	1,129	+107	+10%	$87.8B
12	12 Micron Technology MU $1.03T	905	-48	-5%	$27.2B
13	13 Lam Research LRCX $359B	810	-5	-0.6%	$18.5B
14	14 Hewlett Packard HPE $83.8B	793	+20	+3%	$15.1B
15	XLNX 15 DELISTED Xilinx Inc XLNX	779	+96	+14%	$19.1B
16	16 Baidu BIDU $27.9B	778	-26	-3%	$34.8B
17	17 ServiceNow NOW $145B	652	+25	+4%	$31.4B
18	18 Advanced Micro Devices AMD $932B	595	0	0%	$11.8B
19	19 Akamai AKAM $13.2B	564	+13	+2%	$8.85B
20	20 Dell DELL $323B	466	-187	-29%	$6.98B
21	21 Marvell Technology MRVL $220B	383	-6	-2%	$10.3B
22	NUAN 22 DELISTED Nuance Communications, Inc. NUAN	361	+59	+20%	$3.35B
23	23 Jabil JBL $30.8B	309	-8	-3%	$3.48B
24	24 DELISTED Verint Systems VRNT	259	+23	+10%	$2.65B
25	25 Nebius Group N.V. NBIS $50.6B	250	-3	-1%	$5.84B