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Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

264 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	Sterling Capital Management Charlotte, North Carolina	$350M	+$352M	9	4.3%	New
277	Arizona State Retirement System Phoenix, Arizona	$350M	+$349M	17	4.77%	New
278	Virginia Retirement Systems Richmond, Virginia	$350M	+$351M	17	6.59%	New
279	AGF Investments Inc Toronto, Ontario, Canada	$349M	+$368M	5	4.02%	New
280	ProShare Advisors Bethesda, Maryland	$347M	+$346M	30	6.81%	New
281	Canada Life Winnipeg, Manitoba, Canada	$344M	+$344M	15	2.26%	New
282	Sit Investment Associates Minneapolis, Minnesota	$344M	+$349M	6	6.95%	New
283	Fjarde Ap-fonden Stockholm, Sweden	$342M	+$343M	15	7.12%	New
284	TSU TD Securities (USA) New York	$337M	+$338M	13	6.72%	New
285	IHG Insight Holdings Group New York	$332M	+$273M	1	100%	New
286	Millennium Management New York	$323M	+$316M	28	0.99%	New
287	Saturna Capital Bellingham, Washington	$323M	+$326M	9	8.83%	New
288	Parnassus Investments San Francisco, California	$319M	+$320M	4	4.18%	New
289	Burgundy Asset Management Toronto, Ontario, Canada	$316M	+$321M	4	5.39%	New
290	DekaBank Deutsche Girozentrale Frankfurt, Germany	$313M	+$314M	15	6.13%	New
291	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$311M	+$312M	17	6.89%	New
292	Polar Capital London, United Kingdom	$310M	+$306M	12	10.81%	New
293	Brandes Investment Partners La Jolla, California	$309M	+$294M	6	3.87%	New
294	Madison Investment Holdings Madison, Wisconsin	$305M	+$309M	7	6.66%	New
295	H Hexavest Montreal, Quebec, Canada	$305M	+$301M	7	5.19%	New
296	Santa Barbara Asset Management Los Angeles, California	$304M	+$310M	3	7.94%	New
297	HCM Herndon Capital Management Atlanta, Georgia	$304M	+$304M	5	4.53%	New
298	GH GAM Holding Zurich, Switzerland	$303M	+$302M	17	6.63%	New
299	TI Turner Investments Berwyn, Pennsylvania	$301M	+$297M	10	4.05%	New
300	SAM Shell Asset Management The Hague, Netherlands	$300M	+$301M	14	5.71%	New