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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	4,714	+36	+0.8%	$1.52T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,899	+38	+1%	$514B
3	3 Alphabet (Google) Class C GOOG $4.2T	3,494	+57	+2%	$366B
4	4 NVIDIA NVDA $5.34T	3,238	+339	+12%	$451B
5	5 Meta Platforms (Facebook) META $1.88T	3,070	+313	+11%	$343B
6	6 IBM IBM $215B	2,395	-40	-2%	$67.7B
7	7 Oracle ORCL $396B	2,350	+50	+2%	$108B
8	8 Qualcomm QCOM $184B	2,334	-7	-0.3%	$105B
9	9 Broadcom AVGO $1.65T	2,201	+59	+3%	$215B
10	10 Salesforce CRM $194B	2,175	+153	+8%	$153B
11	11 Advanced Micro Devices AMD $932B	1,826	+150	+9%	$112B
12	12 ServiceNow NOW $145B	1,408	+49	+4%	$83.9B
13	13 Lam Research LRCX $359B	1,362	+17	+1%	$60.5B
14	14 Micron Technology MU $1.03T	1,266	+43	+4%	$54.4B
15	15 Alibaba BABA $277B	1,248	+77	+7%	$36.8B
16	16 Marvell Technology MRVL $220B	856	+13	+2%	$31.2B
17	17 Hewlett Packard HPE $83.8B	841	-6	-0.7%	$17B
18	18 Palantir PLTR $483B	810	+4	+0.5%	$5.69B
19	19 Dell DELL $323B	650	-17	-3%	$7.56B
20	20 Akamai AKAM $13.2B	632	-57	-8%	$10.9B
21	21 Baidu BIDU $27.9B	541	+41	+8%	$10.8B
22	22 Jabil JBL $30.8B	530	+15	+3%	$10.8B
23	23 Genpact G $5.91B	378	+7	+2%	$8.16B
24	24 Super Micro Computer SMCI $23.5B	360	+59	+20%	$4.4B
25	25 UiPath PATH $6.81B	357	+22	+7%	$5.57B