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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

4049buying25112selling

Strongest Layer

Quantum

highest buy/sell ratio

Funds buying / increasing Funds selling / closingBased on Q-over-Q 13F comparison
$NVDA-3.8%

NVIDIA Corporation

70↑566↓

705 funds

$AVGO-5.1%

Broadcom Inc.

66↑559↓

689 funds

$MU-4.7%

Micron Technology

82↑487↓

592 funds

$AMD-4.9%

Advanced Micro Devices

59↑468↓

582 funds

$TXN-2.3%

Texas Instruments

54↑461↓

570 funds

$QCOM-6.9%

QUALCOMM Inc.

52↑464↓

554 funds

$ADI-3.0%

Analog Devices

76↑434↓

547 funds

$INTC-0.8%

Intel Corporation

56↑420↓

522 funds

$TSM-4.4%

Taiwan Semiconductor

44↑413↓

508 funds

$MRVL-5.3%

Marvell Technology

63↑371↓

464 funds

$MCHP-3.9%

Microchip Technology

67↑325↓

429 funds

$MPWR-3.9%

Monolithic Power Systems

56↑330↓

418 funds

$NXPI-4.0%

NXP Semiconductors

46↑317↓

400 funds

$ON-6.0%

ON Semiconductor

50↑283↓

369 funds

$ARM-5.4%

ARM Holdings plc

55↑165↓

237 funds

$AMAT-0.4%

Applied Materials

65↑490↓

599 funds

$LRCX-1.6%

Lam Research

56↑501↓

591 funds

$KLAC-0.2%

KLA Corporation

53↑438↓

538 funds

$TER-5.9%

Teradyne Inc.

72↑322↓

419 funds

$ASML-2.5%

ASML Holding NV

71↑264↓

360 funds

$AEHR-1.1%

Aehr Test Systems

28↑63↓

104 funds

$SNPS-1.0%

Synopsys Inc.

72↑391↓

502 funds

$CDNS-1.5%

Cadence Design Systems

58↑390↓

488 funds