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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	5,867	+37	+0.6%	$2.76T
2	2 NVIDIA NVDA $5.34T	5,382	+86	+2%	$2.97T
3	3 Alphabet (Google) Class A GOOGL $4.25T	5,140	+162	+3%	$1.08T
4	4 Meta Platforms (Facebook) META $1.88T	4,915	+72	+1%	$1.2T
5	5 Alphabet (Google) Class C GOOG $4.2T	4,673	+203	+5%	$763B
6	6 Broadcom AVGO $1.65T	4,301	+208	+5%	$1.17T
7	7 Oracle ORCL $396B	3,834	+203	+6%	$349B
8	8 IBM IBM $215B	3,425	+12	+0.4%	$163B
9	9 Palantir PLTR $483B	2,839	+225	+9%	$229B
10	10 Salesforce CRM $194B	2,816	-145	-5%	$180B
11	11 Qualcomm QCOM $184B	2,781	-5	-0.2%	$145B
12	12 Advanced Micro Devices AMD $932B	2,684	+146	+6%	$168B
13	13 ServiceNow NOW $145B	2,248	-48	-2%	$164B
14	14 Lam Research LRCX $359B	2,111	+227	+12%	$136B
15	15 Micron Technology MU $1.03T	2,098	+233	+12%	$146B
16	16 Applovin APP $87.7B	1,454	+252	+21%	$173B
17	17 Dell DELL $323B	1,446	+85	+6%	$33.1B
18	18 Alibaba BABA $277B	1,420	+144	+11%	$47.4B
19	19 Marvell Technology MRVL $220B	1,370	+43	+3%	$56.7B
20	20 Hewlett Packard HPE $83.8B	1,114	+78	+8%	$28.4B
21	21 Jabil JBL $30.8B	909	+31	+4%	$22.1B
22	22 Super Micro Computer SMCI $23.5B	852	+17	+2%	$15.3B
23	23 Akamai AKAM $13.2B	667	+2	+0.3%	$10.3B
24	24 Astera Labs ALAB $52.1B	660	+147	+29%	$21.7B
25	25 CoreWeave CRWV $36.3B	646	+238	+58%	$32.1B