AIS holdings
What AI Supercycle (AIS) holds: its top holdings by weight and its sector weights.
AIS top holdings
| Holding | Weight |
|---|---|
| 000660.KS SK hynix | 7.82% |
| MU Micron | 7.51% |
| AMD AMD | 5.97% |
| TSM TSMC | 4.06% |
| MRVL Marvell | 3.87% |
| SMTC Semtech | 3.86% |
| VRT Vertiv | 3.60% |
| GEV GE Vernova | 2.84% |
| SIMO Silicon Motion | 2.63% |
| INTC Intel | 2.43% |
| 601138.SS Foxconn Industrial Internet | 2.31% |
| 005930.KS Samsung Electronics | 2.29% |
| NVDA Nvidia | 2.24% |
| STX Seagate | 2.20% |
| ASML ASML | 2.10% |
| VICR Vicor | 2.04% |
| ANET Arista Networks | 1.98% |
| TSEM.TA Tower Semiconductor | 1.96% |
| GLW Corning | 1.96% |
| LR.PA Legrand SA | 1.85% |
| 3037.TW Unimicron Technology | 1.81% |
| ALAB Astera Labs | 1.80% |
| 2357.TW Asustek Computer | 1.80% |
| NOKIA.HE Nokia Oyj | 1.78% |
| ARM Arm | 1.53% |
| 2408.TW Nanya Technology | 1.49% |
| SNDK Sandisk | 1.47% |
| NVTS Navitas Semiconductor | 1.40% |
| 009150.KS Samsung Electro-Mechanics | 1.35% |
| AIXA.DE AIXTRON | 1.20% |
| 2454.TW MediaTek | 1.13% |
| WDC Western Digital | 1.11% |
| PENG Penguin Solutions | 1.10% |
| 688008.SS Montage Technology | 0.99% |
| CRDO Credo | 0.85% |
| 6531.TW AP Memory Technology | 0.79% |
| HPE HP Enterprise | 0.78% |
| AVGO Broadcom | 0.75% |
| NTNX Nutanix | 0.73% |
| CSCO Cisco | 0.73% |
| COHR Coherent | 0.72% |
| AEIS Advanced Energy | 0.71% |
| 000977.SZ IEIT Systems | 0.70% |
| IFNNY Infineon Technologies | 0.66% |
| SMCI Super Micro | 0.65% |
| 2382.TW Quanta Computer | 0.60% |
| 2451.TW Transcend Information | 0.60% |
| 688041.SS Hygon Information Technology | 0.48% |
| MTRS.ST Munters Group AB | 0.47% |
| CLS.TO Celestica | 0.45% |
AIS sector weights
| Sector | Weight |
|---|---|
| Technology | 91.46% |
| Industrials | 8.27% |
| Consumer Defensive | 0.27% |
| Cash & Others | 0.00% |
- AIS's biggest holdings: 000660.KS 7.82%, MU 7.51%, AMD 5.97%, TSM 4.06%, MRVL 3.87%.
Updated 2026-11-02 19:55 UTC