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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	5,875	+578	+11%	$2.26T
2	2 NVIDIA NVDA $5.34T	5,206	+577	+12%	$2.14T
3	3 Alphabet (Google) Class A GOOGL $4.25T	5,026	+511	+11%	$868B
4	4 Meta Platforms (Facebook) META $1.88T	4,652	+448	+11%	$987B
5	5 Alphabet (Google) Class C GOOG $4.2T	4,533	+438	+11%	$625B
6	6 Broadcom AVGO $1.65T	3,923	+504	+15%	$828B
7	7 Oracle ORCL $396B	3,356	+280	+9%	$204B
8	8 IBM IBM $215B	3,146	+209	+7%	$126B
9	9 Salesforce CRM $194B	3,110	+457	+17%	$259B
10	10 Qualcomm QCOM $184B	2,793	+116	+4%	$128B
11	11 Advanced Micro Devices AMD $932B	2,483	-53	-2%	$129B
12	12 ServiceNow NOW $145B	2,262	+320	+16%	$195B
13	13 Palantir PLTR $483B	2,021	+565	+39%	$85.9B
14	14 Micron Technology MU $1.03T	1,709	-9	-0.5%	$73.9B
15	15 Lam Research LRCX $359B	1,697	+229	+16%	$74.9B
16	16 Marvell Technology MRVL $220B	1,379	+272	+25%	$80.4B
17	17 Dell DELL $323B	1,309	+78	+6%	$28B
18	18 Alibaba BABA $277B	1,211	-26	-2%	$27.7B
19	19 Hewlett Packard HPE $83.8B	1,090	+71	+7%	$23.2B
20	20 Applovin APP $87.7B	995	+292	+42%	$66.1B
21	21 Jabil JBL $30.8B	780	+78	+11%	$14.9B
22	22 Super Micro Computer SMCI $23.5B	700	+2	+0.3%	$9.47B
23	23 Akamai AKAM $13.2B	686	-4	-0.6%	$13.6B
24	24 UiPath PATH $6.81B	461	+39	+9%	$3.9B
25	25 Baidu BIDU $27.9B	437	-62	-12%	$5.86B