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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

4107buying28846selling

Strongest Layer

Quantum

highest buy/sell ratio

Funds buying / increasing Funds selling / closingBased on Q-over-Q 13F comparison
$NVDA+2.9%

NVIDIA Corporation

62↑634↓

758 funds

$AVGO+0.8%

Broadcom Inc.

59↑618↓

742 funds

$MU+0.8%

Micron Technology

87↑522↓

635 funds

$AMD+1.8%

Advanced Micro Devices

66↑520↓

632 funds

$TXN-2.4%

Texas Instruments

62↑507↓

621 funds

$QCOM+2.7%

QUALCOMM Inc.

46↑517↓

599 funds

$TSM+0.5%

Taiwan Semiconductor

43↑508↓

588 funds

$ADI-1.5%

Analog Devices

71↑470↓

583 funds

$INTC+0.9%

Intel Corporation

59↑455↓

560 funds

$MRVL+3.3%

Marvell Technology

68↑425↓

521 funds

$MCHP+1.3%

Microchip Technology

71↑394↓

508 funds

$MPWR-5.7%

Monolithic Power Systems

51↑399↓

489 funds

$NXPI-2.2%

NXP Semiconductors

50↑389↓

477 funds

$ON-1.5%

ON Semiconductor

66↑351↓

451 funds

$ARM-0.3%

ARM Holdings plc

49↑215↓

288 funds

$LRCX+0.5%

Lam Research

53↑538↓

626 funds

$AMAT+2.1%

Applied Materials

61↑519↓

626 funds

$KLAC-0.0%

KLA Corporation

88↑469↓

586 funds

$TER-0.5%

Teradyne Inc.

82↑377↓

485 funds

$ASML+0.8%

ASML Holding NV

70↑324↓

421 funds

$AEHR+14.7%

Aehr Test Systems

43↑98↓

160 funds

$SNPS+0.8%

Synopsys Inc.

65↑443↓

547 funds

$CDNS-1.1%

Cadence Design Systems

60↑435↓

537 funds