Back to Dashboard

AI Supply Chain

Where institutional money flows across the AI technology stack

Supply Chain Layers

10

68 stocks tracked

Net Fund Flow

4118buying29189selling

Strongest Layer

Quantum

highest buy/sell ratio

Funds buying / increasing Funds selling / closingBased on Q-over-Q 13F comparison
$NVDA+1.5%

NVIDIA Corporation

39↑655↓

766 funds

$AVGO+0.4%

Broadcom Inc.

45↑632↓

746 funds

$MU+2.8%

Micron Technology

66↑565↓

664 funds

$AMD+1.1%

Advanced Micro Devices

80↑539↓

662 funds

$TXN+0.9%

Texas Instruments

81↑525↓

648 funds

$INTC+0.0%

Intel Corporation

79↑497↓

617 funds

$TSM-0.5%

Taiwan Semiconductor

46↑510↓

596 funds

$QCOM+3.8%

QUALCOMM Inc.

56↑510↓

596 funds

$ADI+0.1%

Analog Devices

48↑483↓

584 funds

$MRVL-2.3%

Marvell Technology

79↑465↓

571 funds

$MCHP+0.7%

Microchip Technology

68↑408↓

519 funds

$MPWR+0.9%

Monolithic Power Systems

54↑411↓

507 funds

$NXPI+0.5%

NXP Semiconductors

69↑380↓

483 funds

$ON+2.0%

ON Semiconductor

65↑374↓

473 funds

$ARM+1.2%

ARM Holdings plc

71↑224↓

312 funds

$AMAT-0.7%

Applied Materials

55↑539↓

643 funds

$LRCX-0.1%

Lam Research

49↑535↓

631 funds

$KLAC-0.1%

KLA Corporation

261↑342↓

611 funds

$TER-1.4%

Teradyne Inc.

65↑408↓

506 funds

$ASML-0.0%

ASML Holding NV

50↑343↓

423 funds

$AEHR-1.9%

Aehr Test Systems

71↑118↓

203 funds

$SNPS-0.7%

Synopsys Inc.

66↑451↓

555 funds

$CDNS-0.5%

Cadence Design Systems

51↑440↓

540 funds