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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	4,812	+98	+2%	$1.79T
2	2 Alphabet (Google) Class A GOOGL $4.25T	3,987	+88	+2%	$605B
3	3 Alphabet (Google) Class C GOOG $4.2T	3,591	+97	+3%	$419B
4	4 NVIDIA NVDA $5.34T	3,564	+326	+10%	$692B
5	5 Meta Platforms (Facebook) META $1.88T	3,319	+249	+8%	$473B
6	6 Oracle ORCL $396B	2,566	+216	+9%	$139B
7	7 IBM IBM $215B	2,425	+30	+1%	$69.7B
8	8 Broadcom AVGO $1.65T	2,389	+188	+9%	$287B
9	9 Qualcomm QCOM $184B	2,305	-29	-1%	$96.6B
10	10 Salesforce CRM $194B	2,293	+118	+5%	$162B
11	11 Advanced Micro Devices AMD $932B	2,019	+193	+11%	$129B
12	12 ServiceNow NOW $145B	1,501	+93	+7%	$101B
13	13 Lam Research LRCX $359B	1,432	+70	+5%	$72.7B
14	14 Micron Technology MU $1.03T	1,291	+25	+2%	$56.2B
15	15 Alibaba BABA $277B	1,155	-93	-7%	$31.1B
16	16 Marvell Technology MRVL $220B	944	+88	+10%	$43.3B
17	17 Palantir PLTR $483B	882	+72	+9%	$11.3B
18	18 Hewlett Packard HPE $83.8B	857	+16	+2%	$17.7B
19	19 Dell DELL $323B	719	+69	+11%	$10.1B
20	20 Akamai AKAM $13.2B	673	+41	+6%	$12.5B
21	21 Jabil JBL $30.8B	587	+57	+11%	$13.2B
22	22 Baidu BIDU $27.9B	508	-33	-6%	$10B
23	23 Super Micro Computer SMCI $23.5B	459	+99	+28%	$9.49B
24	24 UiPath PATH $6.81B	411	+54	+15%	$5.59B
25	25 Rambus RMBS $9.99B	393	+57	+17%	$6.14B