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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	5,297	+31	+0.6%	$2.27T
2	2 NVIDIA NVDA $5.34T	4,629	+74	+2%	$1.9T
3	3 Alphabet (Google) Class A GOOGL $4.25T	4,515	-28	-0.6%	$753B
4	4 Meta Platforms (Facebook) META $1.88T	4,204	+100	+2%	$953B
5	5 Alphabet (Google) Class C GOOG $4.2T	4,095	-15	-0.4%	$547B
6	6 Broadcom AVGO $1.65T	3,419	+138	+4%	$606B
7	7 Oracle ORCL $396B	3,076	+151	+5%	$207B
8	8 IBM IBM $215B	2,937	+178	+6%	$125B
9	9 Qualcomm QCOM $184B	2,677	-106	-4%	$143B
10	10 Salesforce CRM $194B	2,653	+27	+1%	$209B
11	11 Advanced Micro Devices AMD $932B	2,536	+54	+2%	$179B
12	12 ServiceNow NOW $145B	1,942	+65	+3%	$163B
13	13 Micron Technology MU $1.03T	1,718	-75	-4%	$88.8B
14	14 Lam Research LRCX $359B	1,468	-326	-18%	$80.1B
15	15 Palantir PLTR $483B	1,456	+234	+19%	$40.6B
16	16 Alibaba BABA $277B	1,237	+127	+11%	$38.9B
17	17 Dell DELL $323B	1,231	+11	+0.9%	$27.7B
18	18 Marvell Technology MRVL $220B	1,107	-12	-1%	$52.7B
19	19 Hewlett Packard HPE $83.8B	1,019	+37	+4%	$22.1B
20	20 Applovin APP $87.7B	703	+95	+16%	$24.4B
21	21 Jabil JBL $30.8B	702	+18	+3%	$12.6B
22	22 Super Micro Computer SMCI $23.5B	698	-309	-31%	$12.5B
23	23 Akamai AKAM $13.2B	690	+23	+3%	$14.4B
24	24 Baidu BIDU $27.9B	499	+26	+5%	$7.35B
25	25 UiPath PATH $6.81B	422	-57	-12%	$3.84B