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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	3,120	+26	+0.8%	$663B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,578	+58	+2%	$279B
3	3 Alphabet (Google) Class C GOOG $4.2T	2,418	+46	+2%	$281B
4	4 Meta Platforms (Facebook) META $1.88T	2,362	+67	+3%	$299B
5	5 IBM IBM $215B	1,975	+66	+3%	$70.7B
6	6 Oracle ORCL $396B	1,804	+33	+2%	$99.3B
7	7 Alibaba BABA $277B	1,499	+86	+6%	$194B
8	8 Salesforce CRM $194B	1,418	+115	+9%	$102B
9	9 Qualcomm QCOM $184B	1,413	-69	-5%	$53.8B
10	10 NVIDIA NVDA $5.34T	1,362	+60	+5%	$75.2B
11	11 Broadcom AVGO $1.65T	1,224	+95	+8%	$102B
12	12 Micron Technology MU $1.03T	917	+12	+1%	$35.8B
13	XLNX 13 DELISTED Xilinx Inc XLNX	871	+92	+12%	$27.5B
14	14 Lam Research LRCX $359B	850	+40	+5%	$23.6B
15	15 Hewlett Packard HPE $83.8B	800	+7	+0.9%	$17.2B
16	16 Baidu BIDU $27.9B	798	+20	+3%	$34.9B
17	17 ServiceNow NOW $145B	719	+67	+10%	$43.1B
18	18 Advanced Micro Devices AMD $932B	670	+75	+13%	$17.1B
19	19 Dell DELL $323B	600	+134	+29%	$8.18B
20	20 Akamai AKAM $13.2B	585	+21	+4%	$10.4B
21	21 Marvell Technology MRVL $220B	396	+13	+3%	$13.4B
22	NUAN 22 DELISTED Nuance Communications, Inc. NUAN	326	-35	-10%	$4.36B
23	23 Jabil JBL $30.8B	318	+9	+3%	$3.94B
24	24 Nebius Group N.V. NBIS $50.6B	292	+42	+17%	$7.53B
25	25 Genpact G $5.91B	281	+35	+14%	$6.35B