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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	6,237	-93	-1%	$1.99T
2	2 NVIDIA NVDA $5.34T	5,884	+8	+0.1%	$2.84T
3	3 Alphabet (Google) Class A GOOGL $4.25T	5,669	-61	-1%	$1.31T
4	4 Alphabet (Google) Class C GOOG $4.2T	5,163	-27	-0.5%	$920B
5	5 Meta Platforms (Facebook) META $1.88T	5,110	-63	-1%	$951B
6	6 Broadcom AVGO $1.65T	4,709	-26	-0.5%	$1.12T
7	7 Oracle ORCL $396B	3,508	-274	-7%	$178B
8	8 IBM IBM $215B	3,495	-215	-6%	$144B
9	9 Advanced Micro Devices AMD $932B	3,200	+55	+2%	$225B
10	10 Micron Technology MU $1.03T	3,021	+320	+12%	$293B
11	11 Palantir PLTR $483B	3,004	-64	-2%	$198B
12	12 Qualcomm QCOM $184B	2,738	-246	-8%	$109B
13	13 Salesforce CRM $194B	2,696	-265	-9%	$138B
14	14 Lam Research LRCX $359B	2,651	+254	+11%	$221B
15	15 ServiceNow NOW $145B	2,212	-114	-5%	$90.5B
16	16 Dell DELL $323B	1,646	+126	+8%	$40.7B
17	17 Marvell Technology MRVL $220B	1,549	+102	+7%	$70.4B
18	18 Applovin APP $87.7B	1,392	-202	-13%	$87.6B
19	19 Alibaba BABA $277B	1,352	-88	-6%	$31.2B
20	20 Sandisk SNDK $203B	1,181	+445	+60%	$70.9B
21	21 Hewlett Packard HPE $83.8B	1,121	+2	+0.2%	$28.5B
22	22 Jabil JBL $30.8B	980	+50	+5%	$26.3B
23	23 CoreWeave CRWV $36.3B	784	+55	+8%	$23.7B
24	24 Akamai AKAM $13.2B	774	+81	+12%	$17.7B
25	25 Nebius Group N.V. NBIS $50.6B	731	+108	+17%	$12.2B