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See what active ETF managers are really buying

We track every holding of 51 active ETFs, over 1,400 shares across 8 themes, and rank them by manager conviction.

When 8 of 10 active ETF managers overweight the same stock, that tells you something. We score 121 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

Palo Alto Networks

PANW

8/10

$357.87

7.3% 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

Palo Alto Networks

PANW

8/101

$357.87

7.3% avg wt2

+2.5% Velocity 1W3

1W change

-4.8%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

active ETFs

1,400+

121

ranked

AISSOXXARKKIGVAIRRPSI+45 more

Tracking:AISARTYBAIIGPTIVESALAICHATAIFDSPRXAOTG

AI & ML Top10 vs S&P500

▲ 21.9% vs index

Top10+33.0%

S&P500+11.1%

indicative

AI & ML ETFs

10 tracked · Ranked by6Mreturn

Synced with chart timeframe

AIS+52.7%

VistaShares Artificial Intelligence Supercycle ETF (VistaShares)

ARTY+44.7%

iShares Future AI & Tech ETF (iShares)

IGPT+44.0%

Invesco AI and Next Gen Software ETF (Invesco)

CHAT+32.7%

Roundhill Generative AI & Technology ETF (Roundhill)

Coverage Score is how many of this theme's 10 ETFs hold the stock, so a higher score means broader institutional consensus.

x/10≥80% of 10 ETFsx/10≥60%x/10≥40%

NVIDIA Corp

NVDA

9/10

$214.72

6.5% avg wt

ETF weight breakdown

AIS2.0%

ARTY4.9%

BAI5.2%

IGPT8.9%

IVES4.7%

ALAI14.2%

CHAT7.0%

AIFD6.7%

AOTG11.2%

Avg weight7.19%

Coverage90%

Coverage coeff×0.90

-1.2% Velocity

Velocity Score, 1W window

Weight Score now6.47%

Weight Score 1W ago6.55%

Change-1.2%

Velocity = (now ÷ then − 1) × 100

1W change

-4.6%

Flip for details

NVDA

NVIDIA Corp

9/10

6.5% wt|90% coverage|coeff ×0.90|-1.2% Velocity 1W

ETF Presence

AIS2.0%ARTY4.9%BAI5.2%IGPT8.9%IVES4.7%ALAI14.2%CHAT7.0%AIFD6.7%SPRXAOTG11.2%

Key Financials

Mkt Cap

$5.2T

P/E

32.9x

Rev Growth

+85%

EPS

$6.53

Grs Margin

74%

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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Micron Technology Inc

9/10

$966.78

5.1% avg wt

ETF weight breakdown

AIS7.2%

ARTY4.7%

BAI6.5%

IGPT8.2%

IVES4.4%

ALAI2.1%

CHAT3.4%

AIFD5.8%

AOTG8.9%

Avg weight5.67%

Coverage90%

Coverage coeff×0.90

+4.5% Velocity

Velocity Score, 1W window

Weight Score now5.10%

Weight Score 1W ago4.88%

Change+4.5%

Velocity = (now ÷ then − 1) × 100

1W change

-4.4%

Flip for details

Micron Technology Inc

9/10

5.1% wt|90% coverage|coeff ×0.90|+4.5% Velocity 1W

ETF Presence

AIS7.2%ARTY4.7%BAI6.5%IGPT8.2%IVES4.4%ALAI2.1%CHAT3.4%AIFD5.8%SPRXAOTG8.9%

Key Financials

Mkt Cap

N/A

P/E

21.9x

Rev Growth

+346%

EPS

$44.23

Grs Margin

73%

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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Advanced Micro Devices Inc

AMD

9/10

$473.25

4.6% avg wt

ETF weight breakdown

AIS4.9%

ARTY4.3%

BAI4.8%

IGPT8.1%

IVES3.8%

ALAI2.0%

CHAT2.5%

SPRX0.6%

AOTG15.0%

Avg weight5.11%

Coverage90%

Coverage coeff×0.90

-1.3% Velocity

Velocity Score, 1W window

Weight Score now4.60%

Weight Score 1W ago4.66%

Change-1.3%

Velocity = (now ÷ then − 1) × 100

1W change

-6.5%

Flip for details

AMD

Advanced Micro Devices Inc

9/10

4.6% wt|90% coverage|coeff ×0.90|-1.3% Velocity 1W

ETF Presence

AIS4.9%ARTY4.3%BAI4.8%IGPT8.1%IVES3.8%ALAI2.0%CHAT2.5%AIFDSPRX0.6%AOTG15.0%

Key Financials

Mkt Cap

$773B

P/E

120.4x

Rev Growth

+50%

EPS

$3.93

Grs Margin

56%

Dividend

None

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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Broadcom Inc

AVGO

8/10

$368.45

2.5% avg wt

ETF weight breakdown

AIS0.8%

ARTY4.2%

BAI4.7%

IVES4.3%

ALAI2.0%

CHAT2.5%

AIFD5.2%

AOTG1.6%

Avg weight3.16%

Coverage80%

Coverage coeff×0.80

-10.6% Velocity

Velocity Score, 1W window

Weight Score now2.52%

Weight Score 1W ago2.82%

Change-10.6%

Velocity = (now ÷ then − 1) × 100

1W change

-6.1%

Flip for details

AVGO

Broadcom Inc

8/10

2.5% wt|80% coverage|coeff ×0.80|-10.6% Velocity 1W

ETF Presence

AIS0.8%ARTY4.2%BAI4.7%IGPTIVES4.3%ALAI2.0%CHAT2.5%AIFD5.2%SPRXAOTG1.6%

Key Financials

Mkt Cap

$1.8T

P/E

61.3x

Rev Growth

+48%

EPS

$6.01

Grs Margin

76%

Dividend

0.7%

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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MARVELL TECHNOLOGY INC

MRVL

7/10

$237.04

2.2% avg wt

ETF weight breakdown

AIS4.1%

ARTY3.9%

BAI2.5%

IGPT3.5%

CHAT1.1%

AIFD4.4%

SPRX2.8%

Avg weight3.18%

Coverage70%

Coverage coeff×0.70

+22.7% Velocity

Velocity Score, 1W window

Weight Score now2.22%

Weight Score 1W ago1.81%

Change+22.7%

Velocity = (now ÷ then − 1) × 100

1W change

+1.2%

Flip for details

MRVL

MARVELL TECHNOLOGY INC

7/10

2.2% wt|70% coverage|coeff ×0.70|+22.7% Velocity 1W

ETF Presence

AIS4.1%ARTY3.9%BAI2.5%IGPT3.5%IVESALAICHAT1.1%AIFD4.4%SPRX2.8%AOTG

Key Financials

Mkt Cap

$213B

P/E

81.2x

Rev Growth

+28%

EPS

$2.92

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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Arista Networks Inc

ANET

7/10

$188.65

1.6% avg wt

ETF weight breakdown

AIS1.9%

ARTY2.7%

BAI1.9%

ALAI0.4%

CHAT1.8%

AIFD5.7%

SPRX1.3%

Avg weight2.24%

Coverage70%

Coverage coeff×0.70

-7.1% Velocity

Velocity Score, 1W window

Weight Score now1.56%

Weight Score 1W ago1.68%

Change-7.1%

Velocity = (now ÷ then − 1) × 100

1W change

-6.5%

Flip for details

ANET

Arista Networks Inc

7/10

1.6% wt|70% coverage|coeff ×0.70|-7.1% Velocity 1W

ETF Presence

AIS1.9%ARTY2.7%BAI1.9%IGPTIVESALAI0.4%CHAT1.8%AIFD5.7%SPRX1.3%AOTG

Key Financials

Mkt Cap

$238B

P/E

59.5x

Rev Growth

+38%

EPS

$3.17

Grs Margin

63%

Dividend

None

Analysis

Arista Networks Inc appears in 7 of 10 AI & ML ETFs (70% coverage) with average weight 2.2% — high conviction across the institutional products tracked.

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ALPHABET CLASS A

GOOGL

6/10

$344.82

2.9% avg wt

ETF weight breakdown

BAI2.7%

IGPT8.0%

IVES4.3%

CHAT5.6%

AIFD4.6%

AOTG4.0%

Avg weight4.87%

Coverage60%

Coverage coeff×0.60

+1.4% Velocity

Velocity Score, 1W window

Weight Score now2.92%

Weight Score 1W ago2.88%

Change+1.4%

Velocity = (now ÷ then − 1) × 100

1W change

+0.2%

Flip for details

GOOGL

ALPHABET CLASS A

6/10

2.9% wt|60% coverage|coeff ×0.60|+1.4% Velocity 1W

ETF Presence

AISARTYBAI2.7%IGPT8.0%IVES4.3%ALAICHAT5.6%AIFD4.6%SPRXAOTG4.0%

Key Financials

Mkt Cap

$4.2T

P/E

17.3x

Rev Growth

+24%

EPS

$19.93

Grs Margin

61%

Dividend

0.3%

Analysis

Alphabet holds a 4.95% average weight across 4 AI ETFs, but the 50% coverage is the constraint — half the theme ignores it. Revenue up 22%, gross margin at 60%, P/E of 29x makes it the cheapest mega-cap in the theme. The 1-year return of 121% shows the market has caught up to the AI value story, but at this valuation the upside case depends on sustained cloud and search margin expansion.

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Taiwan Semiconductor Manufacturing Co Ltd

TSM

6/10

$418.95

2.9% avg wt

ETF weight breakdown

AIS3.6%

BAI4.6%

IVES4.5%

ALAI5.7%

AIFD3.1%

AOTG7.0%

Avg weight4.75%

Coverage60%

Coverage coeff×0.60

-0.3% Velocity

Velocity Score, 1W window

Weight Score now2.85%

Weight Score 1W ago2.86%

Change-0.3%

Velocity = (now ÷ then − 1) × 100

1W change

-2.8%

Flip for details

TSM

Taiwan Semiconductor Manufacturing Co Ltd

6/10

2.9% wt|60% coverage|coeff ×0.60|-0.3% Velocity 1W

ETF Presence

AIS3.6%ARTYBAI4.6%IGPTIVES4.5%ALAI5.7%CHATAIFD3.1%SPRXAOTG7.0%

Key Financials

Mkt Cap

$2.2T

P/E

31.2x

Rev Growth

+36%

EPS

$13.41

Grs Margin

64%

Dividend

1.0%

Analysis

TSMC is the essential picks-and-shovels play in AI hardware, held by 4 AI ETFs at 4.23% average weight. Revenue up 35%, gross margin 62%, P/E 36x — the cleanest risk-adjusted fundamental profile in the semiconductor space. Geopolitical risk is the discount the market applies; the ETF weights say institutional managers are accepting it.

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MICROSOFT

MSFT

6/10

$483.24

2.6% avg wt

ETF weight breakdown

ARTY3.1%

BAI1.9%

IVES5.7%

ALAI8.0%

CHAT2.3%

AOTG4.6%

Avg weight4.27%

Coverage60%

Coverage coeff×0.60

-0.8% Velocity

Velocity Score, 1W window

Weight Score now2.56%

Weight Score 1W ago2.58%

Change-0.8%

Velocity = (now ÷ then − 1) × 100

1W change

+0.6%

Flip for details

MSFT

MICROSOFT

6/10

2.6% wt|60% coverage|coeff ×0.60|-0.8% Velocity 1W

ETF Presence

AISARTY3.1%BAI1.9%IGPTIVES5.7%ALAI8.0%CHAT2.3%AIFDSPRXAOTG4.6%

Key Financials

Mkt Cap

$3.6T

P/E

27x

Rev Growth

+18%

EPS

$17.93

Grs Margin

68%

Dividend

0.8%

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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AMAZON.COM INC

AMZN

6/10

$258.63

2.5% avg wt

ETF weight breakdown

BAI2.0%

IVES4.8%

ALAI6.7%

CHAT3.0%

AIFD3.5%

AOTG4.5%

Avg weight4.09%

Coverage60%

Coverage coeff×0.60

+9.4% Velocity

Velocity Score, 1W window

Weight Score now2.45%

Weight Score 1W ago2.24%

Change+9.4%

Velocity = (now ÷ then − 1) × 100

1W change

-1.0%

Flip for details

AMZN

AMAZON.COM INC

6/10

2.5% wt|60% coverage|coeff ×0.60|+9.4% Velocity 1W

ETF Presence

AISARTYBAI2.0%IGPTIVES4.8%ALAI6.7%CHAT3.0%AIFD3.5%SPRXAOTG4.5%

Key Financials

Mkt Cap

$2.8T

P/E

20.8x

Rev Growth

+20%

EPS

$12.44

Grs Margin

51%

Dividend

None

Analysis

Amazon is a selective AI holding — 3 of 8 ETFs, 4.7% average weight — positioned on AWS rather than hardware. Revenue growth of 17% looks modest against pure-play AI names, but 51% gross margin and a $2.9T market cap reflect the cloud platform advantage. The 32% 1-year return underperforms the theme; ETF managers hold it as a diversifier, not a conviction AI bet.

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