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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	5,781	-94	-2%	$2.02T
2	2 NVIDIA NVDA $5.34T	5,142	-64	-1%	$1.73T
3	3 Alphabet (Google) Class A GOOGL $4.25T	4,913	-113	-2%	$706B
4	4 Meta Platforms (Facebook) META $1.88T	4,704	+52	+1%	$965B
5	5 Alphabet (Google) Class C GOOG $4.2T	4,401	-132	-3%	$503B
6	6 Broadcom AVGO $1.65T	3,829	-94	-2%	$600B
7	7 IBM IBM $215B	3,268	+122	+4%	$146B
8	8 Oracle ORCL $396B	3,259	-97	-3%	$172B
9	9 Salesforce CRM $194B	2,955	-155	-5%	$210B
10	10 Qualcomm QCOM $184B	2,783	-10	-0.4%	$127B
11	11 Advanced Micro Devices AMD $932B	2,321	-162	-7%	$106B
12	12 Palantir PLTR $483B	2,198	+177	+9%	$100B
13	13 ServiceNow NOW $145B	2,165	-97	-4%	$146B
14	14 Lam Research LRCX $359B	1,803	+106	+6%	$76B
15	15 Micron Technology MU $1.03T	1,732	+23	+1%	$76.3B
16	16 Alibaba BABA $277B	1,405	+194	+16%	$46.7B
17	17 Dell DELL $323B	1,276	-33	-3%	$21.1B
18	18 Marvell Technology MRVL $220B	1,239	-140	-10%	$44B
19	19 Hewlett Packard HPE $83.8B	1,034	-56	-5%	$17.9B
20	20 Applovin APP $87.7B	1,018	+23	+2%	$54.7B
21	21 Jabil JBL $30.8B	784	+4	+0.5%	$14.1B
22	22 Super Micro Computer SMCI $23.5B	764	+64	+9%	$10.4B
23	23 Akamai AKAM $13.2B	659	-27	-4%	$11B
24	24 Baidu BIDU $27.9B	476	+39	+9%	$6.5B
25	25 Genpact G $5.91B	476	+55	+13%	$8.74B