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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	3,980	-19	-0.5%	$1.43T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,376	+82	+2%	$575B
3	3 Meta Platforms (Facebook) META $1.88T	3,247	+83	+3%	$656B
4	4 Alphabet (Google) Class C GOOG $4.2T	3,105	+62	+2%	$527B
5	5 NVIDIA NVDA $5.34T	2,516	+175	+7%	$325B
6	6 IBM IBM $215B	2,218	+66	+3%	$74.3B
7	7 Qualcomm QCOM $184B	2,119	+17	+0.8%	$117B
8	8 Oracle ORCL $396B	2,098	+55	+3%	$98.1B
9	9 Salesforce CRM $194B	2,067	+84	+4%	$178B
10	10 Alibaba BABA $277B	1,897	+17	+0.9%	$149B
11	11 Broadcom AVGO $1.65T	1,724	+32	+2%	$159B
12	12 Advanced Micro Devices AMD $932B	1,315	+79	+6%	$77B
13	13 Lam Research LRCX $359B	1,311	+51	+4%	$76.3B
14	14 Micron Technology MU $1.03T	1,274	-19	-1%	$76.1B
15	15 ServiceNow NOW $145B	1,273	+8	+0.6%	$95.3B
16	XLNX 16 DELISTED Xilinx Inc XLNX	797	-9	-1%	$30.4B
17	17 Hewlett Packard HPE $83.8B	787	+32	+4%	$15.8B
18	18 Baidu BIDU $27.9B	770	-80	-9%	$31.9B
19	19 Palantir PLTR $483B	766	+138	+22%	$11.5B
20	20 Dell DELL $323B	754	+42	+6%	$23.1B
21	21 Marvell Technology MRVL $220B	743	+90	+14%	$41.2B
22	22 Akamai AKAM $13.2B	720	+4	+0.6%	$17.4B
23	NUAN 23 DELISTED Nuance Communications, Inc. NUAN	459	+22	+5%	$17.2B
24	24 Jabil JBL $30.8B	362	+8	+2%	$7.62B
25	25 Elastic ESTC $9.67B	343	+4	+1%	$10.1B