stockscout

See it first.

See what active ETF managers are really buying

We track every holding of 98 thematic ETFs, over 900 shares across 11 themes, and rank them by manager conviction.

When 8 of 10 active ETF managers overweight the same stock, that tells you something. We score 123 names on how many ETFs hold them and at what weight, then rank that conviction fresh every day. And we track where money flows across 18 world markets, from Europe to Latin America.

See the rankings

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Example tile

Space Exploration Technologies Corp

SPCX

8/10

$146.03

14.9% avg wt+9.8% Velocity 1W

1W change+3.4%

Coverage

ETFs in the theme that hold it

Avg wt

average weight across those ETFs

Velocity

weight change vs last week

the stock price move this week

Example tile

Space Exploration Technologies Corp

SPCX

8/101

$146.03

14.9% avg wt2

+28.5% Velocity 1W3

1W change

-10.6%4

Coverage, how many of the theme ETFs hold it

Avg wt, average weight across those ETFs

Velocity, weight change vs last week, who is climbing

1W, the stock price move this week

thematic ETFs

900+

123

ranked

AISSOXXARKKIGVAIRRPSI+92 more

Tracking:AISARTYBAIIGPTIVESALAICHATAIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

AI & ML Top10 vs S&P500

▲ 0.9% vs index

Top10+9.7%

S&P500+8.8%

indicative

AI & ML ETFs

6 tracked · Ranked by6Mreturn

Synced with chart timeframe

LRNZ+40.7%

TrueShares Technology, AI and Deep Learning ETF (TrueShares)

IGPT+28.1%

Invesco AI and Next Gen Software ETF (Invesco)

AIVC+26.1%

Amplify Bloomberg AI Value Chain ETF (Amplify)

FAI+23.1%

First Trust Bloomberg Artificial Intelligence ETF (First)

Coverage Score is how many of this theme's 6 ETFs hold the stock, so a higher score means broader institutional consensus.

x/6≥80% of 6 ETFsx/6≥60%x/6≥40%

NVIDIA Corp

NVDA

6/6

$214.13

6.8% avg wt

ETF weight breakdown

AIS2.3%

ARTY4.6%

BAI5.5%

IGPT8.1%

ALAI12.9%

CHAT7.3%

Avg weight6.77%

Coverage100%

Coverage coeff×1.00

+41.9% Velocity

Velocity Score, 1W window

Weight Score now6.77%

Weight Score 1W ago4.77%

Change+41.9%

Velocity = (now ÷ then − 1) × 100

1W change

-5.4%

Flip for details

NVDA

NVIDIA Corp

6/6

6.8% wt|100% coverage|coeff ×1.00|+41.9% Velocity 1W

ETF Presence

AIS2.3%ARTY4.6%BAI5.5%IGPT8.1%IVESALAI12.9%CHAT7.3%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$5.2T

P/E

27.1x

Rev Growth

+106%

EPS

$7.91

Grs Margin

75%

Dividend

0.5%

Analysis

NVIDIA sits at 88% AI ETF coverage with a 5.6% average weight — the broadest institutional consensus in the theme. At a $5.1T market cap and 74% gross margin, the business is printing cash, but the 1-year return of 56% signals the easy money has been made. The score reflects the depth of institutional commitment, not a fresh entry signal.

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Advanced Micro Devices Inc

AMD

6/6

$528.75

5.3% avg wt

ETF weight breakdown

AIS6.0%

ARTY5.5%

BAI5.5%

IGPT9.1%

ALAI1.8%

CHAT3.7%

Avg weight5.25%

Coverage100%

Coverage coeff×1.00

+48.7% Velocity

Velocity Score, 1W window

Weight Score now5.25%

Weight Score 1W ago3.53%

Change+48.7%

Velocity = (now ÷ then − 1) × 100

1W change

-11.0%

Flip for details

AMD

Advanced Micro Devices Inc

6/6

5.3% wt|100% coverage|coeff ×1.00|+48.7% Velocity 1W

ETF Presence

AIS6.0%ARTY5.5%BAI5.5%IGPT9.1%IVESALAI1.8%CHAT3.7%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$863B

P/E

134.9x

Rev Growth

+50%

EPS

$3.92

Grs Margin

56%

Dividend

0.0%

Analysis

AMD scores highest in Semiconductors at 7.0% average weight, held by 3 of 4 chip ETFs. Revenue grew 38% with 53% gross margins and EPS of $2.99 — improving but still stretched at a P/E of 172x. The 1-year return of 366% compresses future upside; the weight score says ETF managers are committed, but valuation is the variable to watch.

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Micron Technology Inc

6/6

$878.84

5.1% avg wt

ETF weight breakdown

AIS7.2%

ARTY4.3%

BAI6.1%

IGPT7.8%

ALAI2.1%

CHAT3.3%

Avg weight5.13%

Coverage100%

Coverage coeff×1.00

+40.5% Velocity

Velocity Score, 1W window

Weight Score now5.13%

Weight Score 1W ago3.65%

Change+40.5%

Velocity = (now ÷ then − 1) × 100

1W change

-11.1%

Flip for details

Micron Technology Inc

6/6

5.1% wt|100% coverage|coeff ×1.00|+40.5% Velocity 1W

ETF Presence

AIS7.2%ARTY4.3%BAI6.1%IGPT7.8%IVESALAI2.1%CHAT3.3%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$994B

P/E

11.8x

Rev Growth

+379%

EPS

$74.33

Grs Margin

81%

Dividend

0.1%

Analysis

Micron is the top-ranked AI hardware name on the weight score, held by 7 of 8 AI ETFs and all 4 Semiconductor ETFs at average weights above 6.7%. Revenue grew 196% year-over-year, gross margin is at 58% and expanding, and EPS hit $21.17 — the fundamentals back up the institutional conviction. The 1-year return of 928% is not a typo; HBM memory demand from data center AI build-outs is the driver, and the ETF managers are positioned accordingly.

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MARVELL TECHNOLOGY INC

MRVL

5/6

$227.83

2.8% avg wt

ETF weight breakdown

AIS4.3%

ARTY5.1%

BAI2.7%

IGPT3.4%

CHAT1.3%

Avg weight3.35%

Coverage83%

Coverage coeff×0.83

+51.4% Velocity

Velocity Score, 1W window

Weight Score now2.80%

Weight Score 1W ago1.85%

Change+51.4%

Velocity = (now ÷ then − 1) × 100

1W change

-14.3%

Flip for details

MRVL

MARVELL TECHNOLOGY INC

5/6

2.8% wt|83% coverage|coeff ×0.83|+51.4% Velocity 1W

ETF Presence

AIS4.3%ARTY5.1%BAI2.7%IGPT3.4%IVESALAICHAT1.3%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$205B

P/E

72.3x

Rev Growth

+37%

EPS

$3.15

Grs Margin

52%

Dividend

0.1%

Analysis

Marvell scores across three themes — AI, Semiconductors, and Broad Tech — at average weights of 3.7-4.7%. Revenue grew 28%, gross margin at 52%, P/E of 70x. Custom AI silicon for hyperscalers is the thesis, and the 241% 1-year return says the market is pricing it aggressively. The cross-theme ETF presence is the strongest signal of institutional conviction.

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Broadcom Inc

AVGO

5/6

$328.75

2.7% avg wt

ETF weight breakdown

AIS0.7%

ARTY4.6%

BAI4.5%

ALAI3.8%

CHAT2.7%

Avg weight3.26%

Coverage83%

Coverage coeff×0.83

+14.3% Velocity

Velocity Score, 1W window

Weight Score now2.72%

Weight Score 1W ago2.38%

Change+14.3%

Velocity = (now ÷ then − 1) × 100

1W change

-7.3%

Flip for details

AVGO

Broadcom Inc

5/6

2.7% wt|83% coverage|coeff ×0.83|+14.3% Velocity 1W

ETF Presence

AIS0.7%ARTY4.6%BAI4.5%IGPTIVESALAI3.8%CHAT2.7%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$1.6T

P/E

43.3x

Rev Growth

+86%

EPS

$7.59

Grs Margin

76%

Dividend

0.8%

Analysis

Broadcom appears in 6 of 8 AI ETFs and 3 of 4 Semiconductor ETFs, making it one of the most consistent cross-theme holdings. Revenue grew 30%, gross margin is 77% — the highest in the theme — and it pays a 0.58% dividend. The 87x P/E is the only friction; ETF managers are paying a premium for a recurring-revenue AI infrastructure name.

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Arista Networks Inc

ANET

5/6

$176.98

1.5% avg wt

ETF weight breakdown

AIS2.0%

ARTY2.6%

BAI2.2%

ALAI0.3%

CHAT1.9%

Avg weight1.80%

Coverage83%

Coverage coeff×0.83

+2.0% Velocity

Velocity Score, 1W window

Weight Score now1.50%

Weight Score 1W ago1.47%

Change+2.0%

Velocity = (now ÷ then − 1) × 100

1W change

-16.1%

Flip for details

ANET

Arista Networks Inc

5/6

1.5% wt|83% coverage|coeff ×0.83|+2.0% Velocity 1W

ETF Presence

AIS2.0%ARTY2.6%BAI2.2%IGPTIVESALAI0.3%CHAT1.9%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$223B

P/E

55.8x

Rev Growth

+38%

EPS

$3.17

Grs Margin

63%

Dividend

0.0%

Analysis

Arista Networks Inc appears in 5 of 6 AI & ML ETFs (83% coverage) with average weight 1.8% — highest conviction across the institutional products tracked.

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MICROSOFT

MSFT

4/6

$529.05

3.3% avg wt

ETF weight breakdown

ARTY3.0%

BAI2.4%

ALAI9.5%

CHAT5.1%

Avg weight5.00%

Coverage67%

Coverage coeff×0.67

+6.1% Velocity

Velocity Score, 1W window

Weight Score now3.33%

Weight Score 1W ago3.14%

Change+6.1%

Velocity = (now ÷ then − 1) × 100

1W change

-2.2%

Flip for details

MSFT

MICROSOFT

4/6

3.3% wt|67% coverage|coeff ×0.67|+6.1% Velocity 1W

ETF Presence

AISARTY3.0%BAI2.4%IGPTIVESALAI9.5%CHAT5.1%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$3.9T

P/E

29.8x

Rev Growth

+18%

EPS

$17.75

Grs Margin

68%

Dividend

0.7%

Analysis

Microsoft appears in 4 of 8 AI ETFs and 2 Broad Tech ETFs at 3.7% average weight. Revenue up 18%, 68% gross margin, P/E of 27x — solid fundamentals for a $3.3T business. The -2.2% 1-year return and -8.5% 6-month return suggest the Copilot monetization narrative has stalled; ETF managers hold the position on long-term Azure and OpenAI leverage, not near-term momentum.

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Intel Corp

INTC

4/6

$89.85

2.1% avg wt

ETF weight breakdown

AIS3.2%

BAI2.8%

IGPT4.3%

CHAT2.1%

Avg weight3.09%

Coverage67%

Coverage coeff×0.67

No 1W Velocity yet

1W change

-11.3%

Flip for details

INTC

Intel Corp

4/6

2.1% wt|67% coverage|coeff ×0.67

ETF Presence

AIS3.2%ARTYBAI2.8%IGPT4.3%IVESALAICHAT2.1%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$475B

P/E

N/A

Rev Growth

+25%

EPS

$-2.12

Grs Margin

39%

Dividend

0.0%

Analysis

Intel is a turnaround bet — negative EPS, no dividend, 37% gross margin, and only 7% revenue growth. It appears in 3 AI ETFs and 2 Semiconductor ETFs because of its foundry ambitions, not current performance. The 487% 1-year return is price recovery off a historic low; at current levels the weight score reflects speculative positioning, not fundamental conviction.

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SNOWFLAKE

SNOW

4/6

$306.84

1.5% avg wt

ETF weight breakdown

ARTY1.8%

BAI3.1%

ALAI1.8%

CHAT2.1%

Avg weight2.21%

Coverage67%

Coverage coeff×0.67

+34.5% Velocity

Velocity Score, 1W window

Weight Score now1.48%

Weight Score 1W ago1.10%

Change+34.5%

Velocity = (now ÷ then − 1) × 100

1W change

-14.9%

Flip for details

SNOW

SNOWFLAKE

4/6

1.5% wt|67% coverage|coeff ×0.67|+34.5% Velocity 1W

ETF Presence

AISARTY1.8%BAI3.1%IGPTIVESALAI1.8%CHAT2.1%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$108B

P/E

N/A

Rev Growth

+35%

EPS

$-3.18

Grs Margin

67%

Dividend

0.0%

Analysis

SNOWFLAKE appears in 4 of 6 AI & ML ETFs (67% coverage) with average weight 2.2% — high conviction across the institutional products tracked.

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Lumentum Holdings Inc

LITE

4/6

$824.13

1.4% avg wt

ETF weight breakdown

AIS0.3%

BAI2.7%

ALAI1.8%

CHAT3.3%

Avg weight2.03%

Coverage67%

Coverage coeff×0.67

-1.5% Velocity

Velocity Score, 1W window

Weight Score now1.35%

Weight Score 1W ago1.37%

Change-1.5%

Velocity = (now ÷ then − 1) × 100

1W change

-17.2%

Flip for details

LITE

Lumentum Holdings Inc

4/6

1.4% wt|67% coverage|coeff ×0.67|-1.5% Velocity 1W

ETF Presence

AIS0.3%ARTYBAI2.7%IGPTIVESALAI1.8%CHAT3.3%AIFDSPRXAOTGAIVCTCAIWTAILRNZEPAIFAIIQMAGIQANTWAIHYNCLD

Key Financials

Mkt Cap

$75B

P/E

N/A

Rev Growth

+109%

EPS

$-92.96

Grs Margin

44%

Dividend

0.0%

Analysis

Lumentum Holdings Inc appears in 4 of 6 AI & ML ETFs (67% coverage) with average weight 2.0% — high conviction across the institutional products tracked.

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