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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	4,544	-4	-0.1%	$1.61T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,845	+30	+0.8%	$640B
3	3 Alphabet (Google) Class C GOOG $4.2T	3,485	-10	-0.3%	$554B
4	4 Meta Platforms (Facebook) META $1.88T	3,275	-224	-6%	$382B
5	5 NVIDIA NVDA $5.34T	3,097	+14	+0.5%	$436B
6	6 Qualcomm QCOM $184B	2,423	-40	-2%	$126B
7	7 IBM IBM $215B	2,338	-13	-0.6%	$65.2B
8	8 Salesforce CRM $194B	2,275	-75	-3%	$163B
9	9 Oracle ORCL $396B	2,266	-33	-1%	$93B
10	10 Broadcom AVGO $1.65T	2,057	+31	+2%	$207B
11	11 Advanced Micro Devices AMD $932B	1,847	+180	+11%	$118B
12	12 ServiceNow NOW $145B	1,405	-7	-0.5%	$98.5B
13	13 Micron Technology MU $1.03T	1,402	-20	-1%	$69.7B
14	14 Lam Research LRCX $359B	1,387	-72	-5%	$60.4B
15	15 Alibaba BABA $277B	1,321	-91	-6%	$45.4B
16	16 Marvell Technology MRVL $220B	913	-52	-5%	$48.9B
17	17 Hewlett Packard HPE $83.8B	849	+16	+2%	$17.9B
18	18 Palantir PLTR $483B	830	+1	+0.1%	$8.64B
19	19 Akamai AKAM $13.2B	714	+6	+0.8%	$18B
20	20 Dell DELL $323B	700	-16	-2%	$10.8B
21	21 Baidu BIDU $27.9B	607	-15	-2%	$16.4B
22	22 Upstart Holdings UPST $2.21B	496	+18	+4%	$4.43B
23	23 Jabil JBL $30.8B	454	+37	+9%	$7.55B
24	24 Elastic ESTC $9.67B	362	-19	-5%	$6.13B
25	25 Genpact G $5.91B	341	+8	+2%	$7.75B