← All themes

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	4,678	+173	+4%	$1.26T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,861	+136	+4%	$437B
3	3 Alphabet (Google) Class C GOOG $4.2T	3,437	+104	+3%	$321B
4	4 NVIDIA NVDA $5.34T	2,899	+216	+8%	$234B
5	5 Meta Platforms (Facebook) META $1.88T	2,757	-137	-5%	$195B
6	6 IBM IBM $215B	2,435	+147	+6%	$73.8B
7	7 Qualcomm QCOM $184B	2,341	+35	+2%	$89.2B
8	8 Oracle ORCL $396B	2,300	+195	+9%	$93.2B
9	9 Broadcom AVGO $1.65T	2,142	+130	+6%	$188B
10	10 Salesforce CRM $194B	2,022	-32	-2%	$100B
11	11 Advanced Micro Devices AMD $932B	1,676	+29	+2%	$71.3B
12	12 ServiceNow NOW $145B	1,359	+39	+3%	$69.6B
13	13 Lam Research LRCX $359B	1,345	+74	+6%	$47.3B
14	14 Micron Technology MU $1.03T	1,223	-19	-2%	$43.8B
15	15 Alibaba BABA $277B	1,171	+31	+3%	$32.9B
16	16 Hewlett Packard HPE $83.8B	847	+54	+7%	$16.7B
17	17 Marvell Technology MRVL $220B	843	-3	-0.4%	$25.9B
18	18 Palantir PLTR $483B	806	0	0%	$4.35B
19	19 Akamai AKAM $13.2B	689	+33	+5%	$12B
20	20 Dell DELL $323B	667	+36	+6%	$7.64B
21	21 Jabil JBL $30.8B	515	+59	+13%	$7.96B
22	22 Baidu BIDU $27.9B	500	-14	-3%	$9.21B
23	23 Genpact G $5.91B	371	+37	+11%	$8.18B
24	24 EXL Service EXLS $5.66B	336	+21	+7%	$5.16B
25	25 UiPath PATH $6.81B	335	+33	+11%	$3.97B