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AI Supply Chain

Where institutional money flows across the AI technology stack

Supply Chain Layers

10

68 stocks tracked

Net Fund Flow

3722buying25493selling

Strongest Layer

Quantum

highest buy/sell ratio

Funds buying / increasing Funds selling / closingBased on Q-over-Q 13F comparison
$NVDA+4.0%

NVIDIA Corporation

64↑573↓

706 funds

$AVGO-0.3%

Broadcom Inc.

61↑564↓

690 funds

$MU-1.2%

Micron Technology

79↑492↓

594 funds

$AMD+2.0%

Advanced Micro Devices

54↑474↓

583 funds

$TXN+0.9%

Texas Instruments

52↑465↓

571 funds

$QCOM-1.0%

QUALCOMM Inc.

45↑471↓

555 funds

$ADI+0.5%

Analog Devices

71↑441↓

548 funds

$INTC-2.4%

Intel Corporation

53↑424↓

523 funds

$TSM-0.7%

Taiwan Semiconductor

38↑420↓

510 funds

$MRVL-3.1%

Marvell Technology

57↑379↓

466 funds

$MCHP+0.4%

Microchip Technology

65↑328↓

430 funds

$MPWR-1.6%

Monolithic Power Systems

49↑336↓

419 funds

$NXPI+0.6%

NXP Semiconductors

43↑320↓

401 funds

$ON-1.9%

ON Semiconductor

47↑288↓

370 funds

$ARM-1.4%

ARM Holdings plc

53↑169↓

239 funds

$AMAT+2.4%

Applied Materials

59↑496↓

600 funds

$LRCX-0.8%

Lam Research

50↑508↓

592 funds

$KLAC+0.9%

KLA Corporation

52↑441↓

540 funds

$TER-0.9%

Teradyne Inc.

66↑327↓

420 funds

$ASML-0.4%

ASML Holding NV

67↑269↓

361 funds

$AEHR-4.7%

Aehr Test Systems

25↑66↓

104 funds

$SNPS+0.5%

Synopsys Inc.

65↑398↓

503 funds

$CDNS-0.5%

Cadence Design Systems

52↑395↓

489 funds