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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

274buying1601selling

Strongest Layer

Quantum

highest buy/sell ratio

Funds buying / increasing Funds selling / closingBased on Q-over-Q 13F comparison
$AVGO-7.9%

Broadcom Inc.

8↑29↓

39 funds

$TSM-6.7%

Taiwan Semiconductor

6↑32↓

39 funds

$NVDA-6.2%

NVIDIA Corporation

6↑31↓

38 funds

$MU-13.3%

Micron Technology

6↑31↓

37 funds

$AMD-10.9%

Advanced Micro Devices

3↑32↓

37 funds

$INTC-11.3%

Intel Corporation

5↑29↓

35 funds

$ADI-6.4%

Analog Devices

4↑29↓

33 funds

$TXN-6.7%

Texas Instruments

0↑26↓

29 funds

$MRVL-16.7%

Marvell Technology

3↑24↓

28 funds

$MCHP-8.3%

Microchip Technology

3↑23↓

28 funds

$QCOM-11.0%

QUALCOMM Inc.

4↑21↓

27 funds

$ARM-12.8%

ARM Holdings plc

5↑21↓

26 funds

$ON-11.1%

ON Semiconductor

3↑20↓

23 funds

$NXPI-8.2%

NXP Semiconductors

1↑21↓

23 funds

$MPWR-10.4%

Monolithic Power Systems

5↑16↓

21 funds

$LRCX-9.8%

Lam Research

2↑28↓

33 funds

$ASML-6.6%

ASML Holding NV

7↑25↓

33 funds

$KLAC-9.5%

KLA Corporation

4↑28↓

33 funds

$AMAT-9.7%

Applied Materials

7↑24↓

31 funds

$TER-12.0%

Teradyne Inc.

5↑22↓

28 funds

$AEHR-15.6%

Aehr Test Systems

2↑9↓

11 funds

$CDNS-8.6%

Cadence Design Systems

5↑21↓

28 funds

$SNPS-6.0%

Synopsys Inc.

4↑22↓

27 funds