tech
March 10, 2026
These AI stocks have seen the biggest jump in popularity among the pros
Technology firms tied to the AI boom dominated the list of S&P 500 stocks with the largest increase in "ownership breadth," Bank of America found.
TL;DR
- AI-linked companies are now among the most embraced stocks by professional investors.
- Technology firms associated with the AI boom have seen the biggest increase in ownership by active U.S. equity mutual funds.
- Palantir Technologies led the ranking with ownership climbing to 32% from 7% in a year.
- Broadcom and GE Vernova saw approximately 16-percentage-point increases in fund ownership.
- Amphenol and AppLovin each rose by about 12 percentage points in fund ownership.
- Networking and infrastructure companies tied to data centers and AI computing also saw strong demand.
- Large platforms like Meta Platforms and Netflix experienced increased ownership as AI is seen as a future growth driver.
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