The SPDR S&P 500 ETF Trust
The Data: A post on X shared a Bank of America chart depicting the "Big 10" AI stocks as a percentage of the S&P 500's total value.
The top 10 AI-related stocks now hold a record-high share of the S&P 500, more than doubling their weighting since early 2023, before the release of OpenAI's ChatGPT.
The "AI Big 10": The following companies comprise the so-called AI "Big 10."
- Microsoft Corp
(MSFT ) , 6.82% of the S&P 500. - NVIDIA Corp
(NVDA ) , 6.73% of the S&P 500. - Alphabet Inc
(GOOGL ) (GOOG ) , 4.49% of the S&P 500. - Amazon.com Inc
(AMZN ) , 3.92% of the S&P 500. - Meta Platforms Inc
(META ) , 2.62% of the S&P 500. - Broadcom Inc
(AVGO ) , 1.73% of the S&P 500. - Qualcomm Inc
(QCOM ) , 0.52% of the S&P 500. - Advanced Micro Devices, Inc
(AMD ) , 0.52% of the S&P 500. - Applied Materials, Inc
(AMAT ) , 0.42% of the S&P 500. - Micron Technology Inc
(MU ) , 0.35% of the S&P 500.
In recent months, other AI and AI-adjacent stocks have been added to the index. Super Micro Computer Inc