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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	5,266	+27	+0.5%	$2.37T
2	2 NVIDIA NVDA $5.34T	4,555	+207	+5%	$1.96T
3	3 Alphabet (Google) Class A GOOGL $4.25T	4,543	+119	+3%	$893B
4	4 Alphabet (Google) Class C GOOG $4.2T	4,110	+140	+4%	$611B
5	5 Meta Platforms (Facebook) META $1.88T	4,104	+86	+2%	$840B
6	6 Broadcom AVGO $1.65T	3,281	+207	+7%	$561B
7	7 Oracle ORCL $396B	2,925	+106	+4%	$169B
8	8 Qualcomm QCOM $184B	2,783	+153	+6%	$170B
9	9 IBM IBM $215B	2,759	-49	-2%	$95B
10	10 Salesforce CRM $194B	2,626	-141	-5%	$199B
11	11 Advanced Micro Devices AMD $932B	2,482	-67	-3%	$178B
12	12 ServiceNow NOW $145B	1,877	+55	+3%	$142B
13	13 Lam Research LRCX $359B	1,794	+60	+3%	$117B
14	14 Micron Technology MU $1.03T	1,793	+122	+7%	$115B
15	15 Palantir PLTR $483B	1,222	+88	+8%	$22.6B
16	16 Dell DELL $323B	1,220	+194	+19%	$28.8B
17	17 Marvell Technology MRVL $220B	1,119	+25	+2%	$52.6B
18	18 Alibaba BABA $277B	1,110	-17	-2%	$24.9B
19	19 Super Micro Computer SMCI $23.5B	1,007	+82	+9%	$25.7B
20	20 Hewlett Packard HPE $83.8B	982	+81	+9%	$22.2B
21	21 Jabil JBL $30.8B	684	+1	+0.1%	$11.9B
22	22 Akamai AKAM $13.2B	667	-95	-12%	$12.8B
23	23 Applovin APP $87.7B	608	+95	+19%	$15B
24	24 UiPath PATH $6.81B	479	-37	-7%	$4.23B
25	25 Baidu BIDU $27.9B	473	-38	-7%	$5.93B