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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	5,216	+359	+7%	$2T
2	2 Alphabet (Google) Class A GOOGL $4.25T	4,375	+310	+8%	$702B
3	3 NVIDIA NVDA $5.34T	4,031	+350	+10%	$814B
4	4 Alphabet (Google) Class C GOOG $4.2T	3,929	+280	+8%	$480B
5	5 Meta Platforms (Facebook) META $1.88T	3,763	+337	+10%	$596B
6	6 Broadcom AVGO $1.65T	2,879	+420	+17%	$399B
7	7 Oracle ORCL $396B	2,698	+169	+7%	$125B
8	8 IBM IBM $215B	2,682	+220	+9%	$88.7B
9	9 Salesforce CRM $194B	2,594	+308	+13%	$205B
10	10 Qualcomm QCOM $184B	2,514	+269	+12%	$121B
11	11 Advanced Micro Devices AMD $932B	2,306	+323	+16%	$168B
12	12 ServiceNow NOW $145B	1,753	+191	+12%	$128B
13	13 Lam Research LRCX $359B	1,631	+182	+13%	$87.1B
14	14 Micron Technology MU $1.03T	1,486	+171	+13%	$76.1B
15	15 Alibaba BABA $277B	1,156	+2	+0.2%	$26.4B
16	16 Palantir PLTR $483B	1,033	+118	+13%	$14.9B
17	17 Marvell Technology MRVL $220B	983	+38	+4%	$43.7B
18	18 Hewlett Packard HPE $83.8B	902	+45	+5%	$17.8B
19	19 Dell DELL $323B	842	+75	+10%	$14.8B
20	20 Akamai AKAM $13.2B	761	+81	+12%	$16.9B
21	21 Jabil JBL $30.8B	682	+56	+9%	$15.2B
22	22 Super Micro Computer SMCI $23.5B	656	+98	+18%	$11.3B
23	23 Baidu BIDU $27.9B	514	-2	-0.4%	$7.97B
24	24 UiPath PATH $6.81B	499	+82	+20%	$8.5B
25	25 Rambus RMBS $9.99B	398	+49	+14%	$6.78B