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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	5,239	+23	+0.4%	$2.23T
2	2 Alphabet (Google) Class A GOOGL $4.25T	4,424	+49	+1%	$751B
3	3 NVIDIA NVDA $5.34T	4,348	+317	+8%	$1.45T
4	4 Meta Platforms (Facebook) META $1.88T	4,018	+255	+7%	$812B
5	5 Alphabet (Google) Class C GOOG $4.2T	3,970	+41	+1%	$510B
6	6 Broadcom AVGO $1.65T	3,074	+195	+7%	$469B
7	7 Oracle ORCL $396B	2,819	+121	+4%	$148B
8	8 IBM IBM $215B	2,808	+126	+5%	$104B
9	9 Salesforce CRM $194B	2,767	+173	+7%	$236B
10	10 Qualcomm QCOM $184B	2,630	+116	+5%	$143B
11	11 Advanced Micro Devices AMD $932B	2,549	+243	+11%	$200B
12	12 ServiceNow NOW $145B	1,822	+69	+4%	$137B
13	13 Lam Research LRCX $359B	1,734	+103	+6%	$107B
14	14 Micron Technology MU $1.03T	1,671	+185	+12%	$106B
15	15 Palantir PLTR $483B	1,134	+101	+10%	$20.3B
16	16 Alibaba BABA $277B	1,127	-29	-3%	$26.6B
17	17 Marvell Technology MRVL $220B	1,094	+111	+11%	$51.1B
18	18 Dell DELL $323B	1,026	+184	+22%	$23B
19	19 Super Micro Computer SMCI $23.5B	925	+269	+41%	$34.3B
20	20 Hewlett Packard HPE $83.8B	901	-1	-0.1%	$18.9B
21	21 Akamai AKAM $13.2B	762	+1	+0.1%	$15.5B
22	22 Jabil JBL $30.8B	683	+1	+0.1%	$15.5B
23	23 UiPath PATH $6.81B	516	+17	+3%	$7.21B
24	24 Applovin APP $87.7B	513	+146	+40%	$11.6B
25	25 Baidu BIDU $27.9B	511	-3	-0.6%	$7.72B