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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	4,513	-31	-0.7%	$1.34T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,736	-109	-3%	$495B
3	3 Alphabet (Google) Class C GOOG $4.2T	3,378	-107	-3%	$421B
4	4 Meta Platforms (Facebook) META $1.88T	3,078	-197	-6%	$273B
5	5 NVIDIA NVDA $5.34T	2,827	-270	-9%	$241B
6	6 IBM IBM $215B	2,377	+39	+2%	$71.9B
7	7 Qualcomm QCOM $184B	2,362	-61	-3%	$104B
8	8 Oracle ORCL $396B	2,192	-74	-3%	$78.5B
9	9 Salesforce CRM $194B	2,136	-139	-6%	$128B
10	10 Broadcom AVGO $1.65T	1,999	-58	-3%	$158B
11	11 Advanced Micro Devices AMD $932B	1,723	-124	-7%	$81.9B
12	12 ServiceNow NOW $145B	1,376	-29	-2%	$85.1B
13	13 Lam Research LRCX $359B	1,307	-80	-6%	$47.9B
14	14 Alibaba BABA $277B	1,305	-16	-1%	$45.3B
15	15 Micron Technology MU $1.03T	1,299	-103	-7%	$49B
16	16 Marvell Technology MRVL $220B	884	-29	-3%	$30.3B
17	17 Hewlett Packard HPE $83.8B	821	-28	-3%	$14.1B
18	18 Palantir PLTR $483B	806	-24	-3%	$5.8B
19	19 Dell DELL $323B	707	+7	+1%	$9.18B
20	20 Akamai AKAM $13.2B	696	-18	-3%	$13.4B
21	21 Baidu BIDU $27.9B	571	-36	-6%	$13.7B
22	22 Jabil JBL $30.8B	423	-31	-7%	$6.31B
23	23 Upstart Holdings UPST $2.21B	347	-149	-30%	$1.17B
24	24 Genpact G $5.91B	336	-5	-1%	$7.48B
25	25 Elastic ESTC $9.67B	335	-27	-7%	$4.82B