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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	3,999	+22	+0.6%	$1.25T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,294	+93	+3%	$489B
3	3 Meta Platforms (Facebook) META $1.88T	3,164	+27	+0.9%	$556B
4	4 Alphabet (Google) Class C GOOG $4.2T	3,043	+86	+3%	$443B
5	5 NVIDIA NVDA $5.34T	2,341	+32	+1%	$220B
6	6 IBM IBM $215B	2,152	+17	+0.8%	$67B
7	7 Qualcomm QCOM $184B	2,102	-36	-2%	$110B
8	8 Oracle ORCL $396B	2,043	+43	+2%	$93.5B
9	9 Salesforce CRM $194B	1,983	-8	-0.4%	$151B
10	10 Alibaba BABA $277B	1,880	-59	-3%	$201B
11	11 Broadcom AVGO $1.65T	1,692	+55	+3%	$156B
12	12 Micron Technology MU $1.03T	1,293	+101	+8%	$80.8B
13	13 ServiceNow NOW $145B	1,265	-8	-0.6%	$86.5B
14	14 Lam Research LRCX $359B	1,260	+91	+8%	$70.8B
15	15 Advanced Micro Devices AMD $932B	1,236	-29	-2%	$65.5B
16	16 Baidu BIDU $27.9B	850	+109	+15%	$38.2B
17	XLNX 17 DELISTED Xilinx Inc XLNX	806	-64	-7%	$26.2B
18	18 Hewlett Packard HPE $83.8B	755	-5	-0.7%	$16.8B
19	19 Akamai AKAM $13.2B	716	-61	-8%	$14.8B
20	20 Dell DELL $323B	712	+49	+7%	$19.5B
21	21 Marvell Technology MRVL $220B	653	-29	-4%	$29.9B
22	22 Palantir PLTR $483B	628	+209	+50%	$6.68B
23	NUAN 23 DELISTED Nuance Communications, Inc. NUAN	437	+21	+5%	$13B
24	24 Jabil JBL $30.8B	354	0	0%	$6.91B
25	25 Elastic ESTC $9.67B	339	+13	+4%	$7.78B