AI ETF Top Holdings: Snowflake, Astera, Oracle, and NVIDIA Lead the Way

Four AI-focused ETFs are buying shares of Snowflake Inc., Astera Labs Inc., Oracle Corp., and Alphabet Inc., which are not necessarily what investors would expect. These companies are leaders in cloud data platforms, AI hardware, and software solutions. The top holdings of these ETFs include stocks like Snowflake, Astera Labs, Oracle, and Alphabet. Investors may use these ETFs as a guide to build a more granular AI-focused portfolio.

Four AI-focused exchange-traded funds (ETFs) have recently acquired shares in Snowflake Inc., Astera Labs Inc., Oracle Corp., and Alphabet Inc., which are not typical investments for AI-focused ETFs. These companies are leaders in cloud data platforms, AI hardware, and software solutions. The top holdings of these ETFs include stocks like Snowflake, Astera Labs, Oracle, and Alphabet. Investors may use these ETFs as a guide to build a more granular AI-focused portfolio.

Astera Labs Inc. (NASDAQ:ALAB) saw a significant increase in its share count held by Deutsche Bank AG in the first quarter of 2025, with the bank owning 196,103 shares after a 2,448.4% increase. The stock is valued at approximately $11.7 million, and a majority of analysts maintain a positive outlook with an average target price of $129.13 and a consensus rating of "Moderate Buy" [1].

Snowflake Inc. (NYSE:SNOW) is a leading cloud data platform provider. The company has seen increased interest from AI-focused ETFs, which are buying shares to gain exposure to the AI hardware and software supply chain. These ETFs provide exposure to the companies dominating different segments of the AI revolution, such as Nvidia, Microsoft, and Apple, while maintaining an ultra-low expense ratio of 0.09% [2].

Oracle Corp. (NYSE:ORCL) and Alphabet Inc. (NASDAQ:GOOGL) are also among the top holdings of these AI-focused ETFs. Oracle has reinvented itself as an AI cloud provider, winning customers with specialized infrastructure for training large models. Alphabet, through its Google Cloud division, is a major player in the AI cloud platform market. These investments reflect the growing demand for AI infrastructure and the increasing importance of cloud data platforms in the AI ecosystem.

Investors interested in building an AI-focused portfolio can use these ETFs as a starting point. By examining the top holdings and understanding the companies' roles in the AI supply chain, investors can make informed decisions about their own investments. However, it is essential to conduct thorough research and consider individual risk tolerance and investment objectives before making any investment decisions.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-deutsche-bank-ag-grows-position-in-astera-labs-inc-nasdaqalab-2025-08-15/
[2] https://finance.yahoo.com/news/ai-development-accelerating-1-vanguard-090000805.html