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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	4,030	+50	+1%	$1.49T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,414	+38	+1%	$626B
3	3 Meta Platforms (Facebook) META $1.88T	3,248	+1	+0%	$631B
4	4 Alphabet (Google) Class C GOOG $4.2T	3,148	+43	+1%	$547B
5	5 NVIDIA NVDA $5.34T	2,599	+83	+3%	$337B
6	6 Salesforce CRM $194B	2,181	+114	+6%	$208B
7	7 IBM IBM $215B	2,164	-54	-2%	$70.6B
8	8 Oracle ORCL $396B	2,109	+11	+0.5%	$102B
9	9 Qualcomm QCOM $184B	2,106	-13	-0.6%	$106B
10	10 Broadcom AVGO $1.65T	1,757	+33	+2%	$162B
11	11 Alibaba BABA $277B	1,541	-356	-19%	$85.9B
12	12 Advanced Micro Devices AMD $932B	1,394	+79	+6%	$85.4B
13	13 ServiceNow NOW $145B	1,330	+57	+4%	$109B
14	14 Lam Research LRCX $359B	1,298	-13	-1%	$65.8B
15	15 Micron Technology MU $1.03T	1,227	-47	-4%	$62.5B
16	XLNX 16 DELISTED Xilinx Inc XLNX	832	+35	+4%	$32.4B
17	17 Palantir PLTR $483B	805	+39	+5%	$14.9B
18	18 Hewlett Packard HPE $83.8B	769	-18	-2%	$15.4B
19	19 Marvell Technology MRVL $220B	767	+24	+3%	$42.4B
20	20 Dell DELL $323B	750	-4	-0.5%	$25B
21	21 Akamai AKAM $13.2B	706	-14	-2%	$15.3B
22	22 Baidu BIDU $27.9B	667	-103	-13%	$22.9B
23	NUAN 23 DELISTED Nuance Communications, Inc. NUAN	434	-25	-5%	$17.8B
24	24 Upstart Holdings UPST $2.21B	425	+171	+67%	$13.3B
25	25 Jabil JBL $30.8B	382	+20	+6%	$7.46B