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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	3,134	+10	+0.3%	$779B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,567	+39	+2%	$290B
3	3 Alphabet (Google) Class C GOOG $4.2T	2,418	+39	+2%	$287B
4	4 Meta Platforms (Facebook) META $1.88T	2,402	-22	-0.9%	$329B
5	5 IBM IBM $215B	1,962	+12	+0.6%	$73.5B
6	6 Oracle ORCL $396B	1,797	-19	-1%	$93.6B
7	7 Alibaba BABA $277B	1,522	+27	+2%	$202B
8	8 Qualcomm QCOM $184B	1,491	-7	-0.5%	$68.3B
9	9 Salesforce CRM $194B	1,426	+47	+3%	$107B
10	10 NVIDIA NVDA $5.34T	1,397	+57	+4%	$70.4B
11	11 Broadcom AVGO $1.65T	1,234	-9	-0.7%	$92.5B
12	12 Micron Technology MU $1.03T	910	+27	+3%	$37.3B
13	13 Lam Research LRCX $359B	882	+41	+5%	$29.4B
14	XLNX 14 DELISTED Xilinx Inc XLNX	802	-38	-5%	$20.6B
15	15 ServiceNow NOW $145B	780	+1	+0.1%	$44.1B
16	16 Hewlett Packard HPE $83.8B	730	-31	-4%	$16.4B
17	17 Advanced Micro Devices AMD $932B	721	+33	+5%	$23.2B
18	18 Baidu BIDU $27.9B	622	-33	-5%	$19.2B
19	19 Akamai AKAM $13.2B	616	+25	+4%	$13.3B
20	20 Dell DELL $323B	561	0	0%	$8.68B
21	21 Marvell Technology MRVL $220B	416	+11	+3%	$16.2B
22	22 Jabil JBL $30.8B	358	+27	+8%	$4.94B
23	23 Genpact G $5.91B	324	+30	+10%	$7.02B
24	NUAN 24 DELISTED Nuance Communications, Inc. NUAN	314	-21	-6%	$4.21B
25	25 Nebius Group N.V. NBIS $50.6B	272	-13	-5%	$7.52B