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4 Stocks Every AI ETF Is Buying—And They're Not What You Think
Written by Nathan Reiff. Published 8/18/2025.
Key Points
- As AI proliferates, so too do ETFs focused on AI-related stocks. Tracking the holdings of these funds can allow investors to take a more granular, individualized approach to the space.
- While many of the largest names in tech and chipmaking find their way into most AI ETF baskets, some other commonly held companies may not be as obvious.
- These include SNOW, ALAB, ORCL, and TSM, which may warrant a closer look by investors.
As artificial intelligence (AI) surges in popularity, investors have rushed to gain exposure to companies poised to benefit from this trend. One straightforward approach is through AI-focused exchange-traded funds (ETFs).
Funds like the Global X Artificial Intelligence & Technology ETF (NASDAQ: AIQ) and the Invesco AI and Next Gen Software ETF (NYSEARCA: IGPT) give investors a ready-made portfolio of AI-related companies with a single trade.
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However, some investors prefer a more granular approach—targeting individual companies rather than ceding control of specific holdings and allocations to a fund manager.
Investors managing an AI-focused portfolio might use these ETFs as a guide, tracking stocks that consistently appear across their top holdings. Below, we examine four companies that feature prominently in AI ETF portfolios.
Cloud Data Platform Using AI Wins Analyst Support
Snowflake Inc. (NYSE: SNOW) operates a cloud-based data platform that consolidates and organizes customer data across industries. Its AI-driven tools generate actionable business insights for clients.
SNOW shares rank among the top 15 holdings of 25 different ETFs, including those focused on AI, technology, and large-cap growth stocks.
As Snowflake's customer base expands, the company continues to demonstrate momentum in the cloud data AI space. It has outperformed the market this year, returning more than 25% year-to-date.
Analysts widely support Snowflake: 36 of 43 rate SNOW a Buy, and consensus estimates suggest nearly 15% more upside.
Major Earnings Win May Help Astera's Popularity
Astera Labs Inc. (NASDAQ: ALAB) has become a key player in AI hardware. Its retimers, memory controllers, and related equipment are in growing demand for building AI infrastructure.
ALAB shares appear among the top holdings of 27 ETFs, spanning AI-, semiconductor-, and growth-focused funds.
Astera delivered an impressive second-quarter earnings report, with EPS more than tripling and revenue climbing 150% thanks to strong sales of its Scorpio P CD switches.
Analysts forecast earnings growth of 118% over the next year, driven by major partnerships and sustained demand.
Strong Bullish Sentiment for Legacy Giant Oracle
Legacy tech giant Oracle Corp. (NYSE: ORCL) is known for its database, cloud computing, and enterprise software solutions—and it's integrating AI across its cloud offerings, including the Fusion suite. Among 145 ETFs listing ORCL in their top 15 holdings, several are AI-focused.
A strong product pipeline, double-digit revenue growth, and major new deals have fueled Oracle's 49% year-to-date rally. Thomas Hughes makes a compelling case for why the stock may still have about $75 per share in upside potential.
For investors wary of smaller AI firms, Oracle offers stability and solid fundamentals while providing meaningful AI exposure.
Tariffs May Not Hold TSMC Down
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) ranks among the world's largest companies. Some investors remain cautious due to potential U.S. tariffs on semiconductors, yet 117 ETFs still include TSM among their top positions.
Shares recently reached new highs, climbing over 18% year-to-date amid optimism that TSM can shift enough production to the U.S. before tariffs bite. Analysts view this transition favorably.
This confidence is reflected in the ratings—all four analyst ratings for TSM are Buys, and they see room for further gains.
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