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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	3,593	+31	+0.9%	$1.12T
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,887	+13	+0.5%	$344B
3	3 Meta Platforms (Facebook) META $1.88T	2,856	+88	+3%	$493B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,670	+14	+0.5%	$321B
5	5 NVIDIA NVDA $5.34T	2,058	+134	+7%	$225B
6	6 IBM IBM $215B	1,991	-3	-0.2%	$61.9B
7	7 Qualcomm QCOM $184B	1,881	+130	+7%	$101B
8	8 Oracle ORCL $396B	1,871	+47	+3%	$85.5B
9	9 Alibaba BABA $277B	1,866	+91	+5%	$327B
10	10 Salesforce CRM $194B	1,834	+130	+8%	$188B
11	11 Broadcom AVGO $1.65T	1,449	+61	+4%	$122B
12	12 ServiceNow NOW $145B	1,127	+60	+6%	$84.2B
13	13 Advanced Micro Devices AMD $932B	1,090	+136	+14%	$67B
14	14 Lam Research LRCX $359B	1,039	-18	-2%	$40.8B
15	15 Micron Technology MU $1.03T	982	-36	-4%	$42.9B
16	16 Akamai AKAM $13.2B	784	0	0%	$16.3B
17	XLNX 17 DELISTED Xilinx Inc XLNX	767	+7	+0.9%	$21.9B
18	18 Hewlett Packard HPE $83.8B	722	0	0%	$9.96B
19	19 Baidu BIDU $27.9B	615	-11	-2%	$22.4B
20	20 Dell DELL $323B	600	+35	+6%	$14B
21	21 Marvell Technology MRVL $220B	574	+8	+1%	$23.8B
22	NUAN 22 DELISTED Nuance Communications, Inc. NUAN	360	+16	+5%	$9.35B
23	23 Jabil JBL $30.8B	331	+1	+0.3%	$4.58B
24	24 Nebius Group N.V. NBIS $50.6B	300	+3	+1%	$16B
25	25 Genpact G $5.91B	293	+19	+7%	$7.28B