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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	3,442	+308	+10%	$873B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,854	+287	+11%	$320B
3	3 Meta Platforms (Facebook) META $1.88T	2,664	+262	+11%	$382B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,637	+219	+9%	$308B
5	5 IBM IBM $215B	2,077	+115	+6%	$68B
6	6 Oracle ORCL $396B	1,919	+122	+7%	$87B
7	7 Alibaba BABA $277B	1,767	+245	+16%	$266B
8	8 Qualcomm QCOM $184B	1,665	+174	+12%	$77.9B
9	9 NVIDIA NVDA $5.34T	1,634	+237	+17%	$96.1B
10	10 Salesforce CRM $194B	1,583	+157	+11%	$120B
11	11 Broadcom AVGO $1.65T	1,353	+119	+10%	$105B
12	12 Micron Technology MU $1.03T	1,038	+128	+14%	$47.3B
13	13 Lam Research LRCX $359B	998	+116	+13%	$36.9B
14	14 ServiceNow NOW $145B	851	+71	+9%	$52.2B
15	15 Advanced Micro Devices AMD $932B	814	+93	+13%	$37.1B
16	XLNX 16 DELISTED Xilinx Inc XLNX	806	+4	+0.5%	$20B
17	17 Hewlett Packard HPE $83.8B	795	+65	+9%	$17B
18	18 Baidu BIDU $27.9B	682	+60	+10%	$23.4B
19	19 Akamai AKAM $13.2B	657	+41	+7%	$12.6B
20	20 Dell DELL $323B	592	+31	+6%	$8.57B
21	21 Marvell Technology MRVL $220B	480	+64	+15%	$17.2B
22	22 Jabil JBL $30.8B	395	+37	+10%	$5.69B
23	NUAN 23 DELISTED Nuance Communications, Inc. NUAN	338	+24	+8%	$4.66B
24	24 Genpact G $5.91B	328	+4	+1%	$7.76B
25	25 Nebius Group N.V. NBIS $50.6B	293	+21	+8%	$9.75B