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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	4,548	+518	+13%	$1.78T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,815	+401	+12%	$680B
3	3 Meta Platforms (Facebook) META $1.88T	3,499	+251	+8%	$601B
4	4 Alphabet (Google) Class C GOOG $4.2T	3,495	+347	+11%	$589B
5	5 NVIDIA NVDA $5.34T	3,083	+484	+19%	$477B
6	6 Qualcomm QCOM $184B	2,463	+357	+17%	$151B
7	7 IBM IBM $215B	2,351	+187	+9%	$67.4B
8	8 Salesforce CRM $194B	2,350	+169	+8%	$197B
9	9 Oracle ORCL $396B	2,299	+190	+9%	$98.6B
10	10 Broadcom AVGO $1.65T	2,026	+269	+15%	$222B
11	11 Advanced Micro Devices AMD $932B	1,667	+273	+20%	$120B
12	12 Lam Research LRCX $359B	1,459	+161	+12%	$83.1B
13	13 Micron Technology MU $1.03T	1,422	+195	+16%	$84.3B
14	14 Alibaba BABA $277B	1,412	-129	-8%	$56.7B
15	15 ServiceNow NOW $145B	1,412	+82	+6%	$114B
16	16 Marvell Technology MRVL $220B	965	+198	+26%	$62.2B
17	XLNX 17 DELISTED Xilinx Inc XLNX	944	+112	+13%	$44.4B
18	18 Hewlett Packard HPE $83.8B	833	+64	+8%	$17.1B
19	19 Palantir PLTR $483B	829	+24	+3%	$12.1B
20	20 Dell DELL $323B	716	-34	-5%	$12.9B
21	21 Akamai AKAM $13.2B	708	+2	+0.3%	$17.3B
22	22 Baidu BIDU $27.9B	622	-45	-7%	$20.9B
23	23 Upstart Holdings UPST $2.21B	478	+53	+12%	$5.82B
24	NUAN 24 DELISTED Nuance Communications, Inc. NUAN	437	+3	+0.7%	$17.4B
25	25 Jabil JBL $30.8B	417	+35	+9%	$8.77B