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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	4,857	+45	+0.9%	$1.66T
2	2 Alphabet (Google) Class A GOOGL $4.25T	4,065	+78	+2%	$652B
3	3 NVIDIA NVDA $5.34T	3,681	+117	+3%	$710B
4	4 Alphabet (Google) Class C GOOG $4.2T	3,649	+58	+2%	$452B
5	5 Meta Platforms (Facebook) META $1.88T	3,426	+107	+3%	$502B
6	6 Oracle ORCL $396B	2,529	-37	-1%	$124B
7	7 IBM IBM $215B	2,462	+37	+2%	$74.5B
8	8 Broadcom AVGO $1.65T	2,459	+70	+3%	$277B
9	9 Salesforce CRM $194B	2,286	-7	-0.3%	$155B
10	10 Qualcomm QCOM $184B	2,245	-60	-3%	$91.1B
11	11 Advanced Micro Devices AMD $932B	1,983	-36	-2%	$114B
12	12 ServiceNow NOW $145B	1,562	+61	+4%	$100B
13	13 Lam Research LRCX $359B	1,449	+17	+1%	$69.7B
14	14 Micron Technology MU $1.03T	1,315	+24	+2%	$60.7B
15	15 Alibaba BABA $277B	1,154	-1	-0.1%	$31B
16	16 Marvell Technology MRVL $220B	945	+1	+0.1%	$38.8B
17	17 Palantir PLTR $483B	915	+33	+4%	$13B
18	18 Hewlett Packard HPE $83.8B	857	0	0%	$18.3B
19	19 Dell DELL $323B	767	+48	+7%	$13B
20	20 Akamai AKAM $13.2B	680	+7	+1%	$15B
21	21 Jabil JBL $30.8B	626	+39	+7%	$16B
22	22 Super Micro Computer SMCI $23.5B	558	+99	+22%	$10.2B
23	23 Baidu BIDU $27.9B	516	+8	+2%	$9.29B
24	24 UiPath PATH $6.81B	417	+6	+1%	$5.75B
25	25 Rambus RMBS $9.99B	349	-44	-11%	$5.48B