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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	4,505	-8	-0.2%	$1.23T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,725	-11	-0.3%	$473B
3	3 Alphabet (Google) Class C GOOG $4.2T	3,333	-45	-1%	$363B
4	4 Meta Platforms (Facebook) META $1.88T	2,894	-184	-6%	$226B
5	5 NVIDIA NVDA $5.34T	2,683	-144	-5%	$192B
6	6 Qualcomm QCOM $184B	2,306	-56	-2%	$92B
7	7 IBM IBM $215B	2,288	-89	-4%	$62.9B
8	8 Oracle ORCL $396B	2,105	-87	-4%	$68.7B
9	9 Salesforce CRM $194B	2,054	-82	-4%	$111B
10	10 Broadcom AVGO $1.65T	2,012	+13	+0.7%	$149B
11	11 Advanced Micro Devices AMD $932B	1,647	-76	-4%	$70.3B
12	12 ServiceNow NOW $145B	1,320	-56	-4%	$67.4B
13	13 Lam Research LRCX $359B	1,271	-36	-3%	$41.6B
14	14 Micron Technology MU $1.03T	1,242	-57	-4%	$43.4B
15	15 Alibaba BABA $277B	1,140	-165	-13%	$29.5B
16	16 Marvell Technology MRVL $220B	846	-38	-4%	$30.3B
17	17 Palantir PLTR $483B	806	0	0%	$5.45B
18	18 Hewlett Packard HPE $83.8B	793	-28	-3%	$12.7B
19	19 Akamai AKAM $13.2B	656	-40	-6%	$11.6B
20	20 Dell DELL $323B	631	-76	-11%	$6.61B
21	21 Baidu BIDU $27.9B	514	-57	-10%	$9.5B
22	22 Jabil JBL $30.8B	456	+33	+8%	$6.96B
23	23 Elastic ESTC $9.67B	334	-1	-0.3%	$5.18B
24	24 Genpact G $5.91B	334	-2	-0.6%	$7.73B
25	25 EXL Service EXLS $5.66B	315	+18	+6%	$4.73B