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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	3,562	+33	+0.9%	$1.1T
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,874	+56	+2%	$335B
3	3 Meta Platforms (Facebook) META $1.88T	2,768	+142	+5%	$429B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,656	+55	+2%	$314B
5	5 IBM IBM $215B	1,994	+21	+1%	$62.2B
6	6 NVIDIA NVDA $5.34T	1,924	+187	+11%	$162B
7	7 Oracle ORCL $396B	1,824	+26	+1%	$84B
8	8 Alibaba BABA $277B	1,775	+19	+1%	$259B
9	9 Qualcomm QCOM $184B	1,751	+124	+8%	$78.2B
10	10 Salesforce CRM $194B	1,704	+83	+5%	$140B
11	11 Broadcom AVGO $1.65T	1,388	+92	+7%	$105B
12	12 ServiceNow NOW $145B	1,067	+124	+13%	$71.2B
13	13 Lam Research LRCX $359B	1,057	+79	+8%	$40.8B
14	14 Micron Technology MU $1.03T	1,018	+20	+2%	$46.2B
15	15 Advanced Micro Devices AMD $932B	954	+86	+10%	$41.5B
16	16 Akamai AKAM $13.2B	784	+66	+9%	$15.8B
17	XLNX 17 DELISTED Xilinx Inc XLNX	760	+52	+7%	$20.8B
18	18 Hewlett Packard HPE $83.8B	722	-11	-2%	$10.3B
19	19 Baidu BIDU $27.9B	626	-10	-2%	$22.2B
20	20 Marvell Technology MRVL $220B	566	+90	+19%	$20.9B
21	21 Dell DELL $323B	565	+36	+7%	$10.6B
22	NUAN 22 DELISTED Nuance Communications, Inc. NUAN	344	+5	+1%	$6.88B
23	23 Jabil JBL $30.8B	330	+11	+3%	$4.38B
24	24 Nebius Group N.V. NBIS $50.6B	297	+9	+3%	$12.7B
25	25 Genpact G $5.91B	274	-23	-8%	$7B