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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	3,529	+87	+3%	$859B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,818	-36	-1%	$276B
3	3 Meta Platforms (Facebook) META $1.88T	2,626	-38	-1%	$315B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,601	-36	-1%	$263B
5	5 IBM IBM $215B	1,973	-104	-5%	$56.6B
6	6 Oracle ORCL $396B	1,798	-121	-6%	$74.7B
7	7 Alibaba BABA $277B	1,756	-11	-0.6%	$238B
8	8 NVIDIA NVDA $5.34T	1,737	+103	+6%	$113B
9	9 Qualcomm QCOM $184B	1,627	-38	-2%	$57.6B
10	10 Salesforce CRM $194B	1,621	+38	+2%	$107B
11	11 Broadcom AVGO $1.65T	1,296	-57	-4%	$78.5B
12	12 Micron Technology MU $1.03T	998	-40	-4%	$38.3B
13	13 Lam Research LRCX $359B	978	-20	-2%	$30.1B
14	14 ServiceNow NOW $145B	943	+92	+11%	$51.1B
15	15 Advanced Micro Devices AMD $932B	868	+54	+7%	$37.6B
16	16 Hewlett Packard HPE $83.8B	733	-62	-8%	$10.1B
17	17 Akamai AKAM $13.2B	718	+61	+9%	$13.1B
18	XLNX 18 DELISTED Xilinx Inc XLNX	708	-98	-12%	$15.9B
19	19 Baidu BIDU $27.9B	636	-46	-7%	$19B
20	20 Dell DELL $323B	529	-63	-11%	$7.34B
21	21 Marvell Technology MRVL $220B	476	-4	-0.8%	$14B
22	NUAN 22 DELISTED Nuance Communications, Inc. NUAN	339	+1	+0.3%	$4.37B
23	23 Jabil JBL $30.8B	319	-76	-19%	$3.38B
24	24 Genpact G $5.91B	297	-31	-9%	$5.38B
25	25 Nebius Group N.V. NBIS $50.6B	288	-5	-2%	$8.04B