← All themes

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	6,330	+463	+8%	$2.67T
2	2 NVIDIA NVDA $5.34T	5,876	+494	+9%	$3.09T
3	3 Alphabet (Google) Class A GOOGL $4.25T	5,730	+590	+11%	$1.44T
4	4 Alphabet (Google) Class C GOOG $4.2T	5,190	+517	+11%	$1.02T
5	5 Meta Platforms (Facebook) META $1.88T	5,173	+258	+5%	$1.11T
6	6 Broadcom AVGO $1.65T	4,735	+434	+10%	$1.28T
7	7 Oracle ORCL $396B	3,782	-52	-1%	$243B
8	8 IBM IBM $215B	3,710	+285	+8%	$177B
9	9 Advanced Micro Devices AMD $932B	3,145	+461	+17%	$243B
10	10 Palantir PLTR $483B	3,068	+229	+8%	$243B
11	11 Qualcomm QCOM $184B	2,984	+203	+7%	$145B
12	12 Salesforce CRM $194B	2,961	+145	+5%	$202B
13	13 Micron Technology MU $1.03T	2,701	+603	+29%	$259B
14	14 Lam Research LRCX $359B	2,397	+286	+14%	$184B
15	15 ServiceNow NOW $145B	2,326	+78	+3%	$138B
16	16 Applovin APP $87.7B	1,594	+140	+10%	$164B
17	17 Dell DELL $323B	1,520	+74	+5%	$32.4B
18	18 Marvell Technology MRVL $220B	1,447	+77	+6%	$60.1B
19	19 Alibaba BABA $277B	1,440	+20	+1%	$39B
20	20 Hewlett Packard HPE $83.8B	1,119	+5	+0.4%	$29.1B
21	21 Jabil JBL $30.8B	930	+21	+2%	$23.1B
22	22 Super Micro Computer SMCI $23.5B	760	-92	-11%	$9.66B
23	23 Credo Technology Group CRDO $33.7B	754	+114	+18%	$19.9B
24	24 Sandisk SNDK $203B	736	+217	+42%	$28.7B
25	25 CoreWeave CRWV $36.3B	729	+83	+13%	$18.5B