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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	3,977	+384	+11%	$1.18T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,201	+314	+11%	$416B
3	3 Meta Platforms (Facebook) META $1.88T	3,137	+281	+10%	$517B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,957	+287	+11%	$380B
5	5 NVIDIA NVDA $5.34T	2,309	+251	+12%	$217B
6	6 Qualcomm QCOM $184B	2,138	+257	+14%	$131B
7	7 IBM IBM $215B	2,135	+144	+7%	$63.8B
8	8 Oracle ORCL $396B	2,000	+129	+7%	$88.8B
9	9 Salesforce CRM $194B	1,991	+157	+9%	$164B
10	10 Alibaba BABA $277B	1,939	+73	+4%	$236B
11	11 Broadcom AVGO $1.65T	1,637	+188	+13%	$146B
12	12 ServiceNow NOW $145B	1,273	+146	+13%	$95.5B
13	13 Advanced Micro Devices AMD $932B	1,265	+175	+16%	$79.3B
14	14 Micron Technology MU $1.03T	1,192	+210	+21%	$70.1B
15	15 Lam Research LRCX $359B	1,169	+130	+13%	$57.3B
16	XLNX 16 DELISTED Xilinx Inc XLNX	870	+103	+13%	$29.7B
17	17 Akamai AKAM $13.2B	777	-7	-0.9%	$15.5B
18	18 Hewlett Packard HPE $83.8B	760	+38	+5%	$12.5B
19	19 Baidu BIDU $27.9B	741	+126	+20%	$40.3B
20	20 Marvell Technology MRVL $220B	682	+108	+19%	$29.4B
21	21 Dell DELL $323B	663	+63	+11%	$15.4B
22	22 Palantir PLTR $483B	419	+254	+154%	$7.71B
23	NUAN 23 DELISTED Nuance Communications, Inc. NUAN	416	+56	+16%	$12.9B
24	24 Jabil JBL $30.8B	354	+23	+7%	$5.69B
25	25 Cerence CRNC $394M	326	+65	+25%	$3.72B