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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	5,830	+49	+0.8%	$2.67T
2	2 NVIDIA NVDA $5.34T	5,296	+154	+3%	$2.57T
3	3 Alphabet (Google) Class A GOOGL $4.25T	4,978	+65	+1%	$801B
4	4 Meta Platforms (Facebook) META $1.88T	4,843	+139	+3%	$1.24T
5	5 Alphabet (Google) Class C GOOG $4.2T	4,470	+69	+2%	$565B
6	6 Broadcom AVGO $1.65T	4,093	+264	+7%	$996B
7	7 Oracle ORCL $396B	3,631	+372	+11%	$271B
8	8 IBM IBM $215B	3,413	+145	+4%	$173B
9	9 Salesforce CRM $194B	2,961	+6	+0.2%	$210B
10	10 Qualcomm QCOM $184B	2,786	+3	+0.1%	$131B
11	11 Palantir PLTR $483B	2,614	+416	+19%	$166B
12	12 Advanced Micro Devices AMD $932B	2,538	+217	+9%	$150B
13	13 ServiceNow NOW $145B	2,296	+131	+6%	$187B
14	14 Lam Research LRCX $359B	1,884	+81	+4%	$103B
15	15 Micron Technology MU $1.03T	1,865	+133	+8%	$110B
16	16 Dell DELL $323B	1,361	+85	+7%	$29B
17	17 Marvell Technology MRVL $220B	1,327	+88	+7%	$53.8B
18	18 Alibaba BABA $277B	1,276	-129	-9%	$30.7B
19	19 Applovin APP $87.7B	1,202	+184	+18%	$70B
20	20 Hewlett Packard HPE $83.8B	1,036	+2	+0.2%	$23.2B
21	21 Jabil JBL $30.8B	878	+94	+12%	$22.6B
22	22 Super Micro Computer SMCI $23.5B	835	+71	+9%	$15B
23	23 Akamai AKAM $13.2B	665	+6	+0.9%	$11B
24	24 Credo Technology Group CRDO $33.7B	524	+105	+25%	$11.7B
25	25 Astera Labs ALAB $52.1B	513	+122	+31%	$9.29B