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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	CCM Cantillon Capital Management New York	$3.69B	-$18.8M	4	19.96%	Reduced
277	Generation Investment Management London, United Kingdom	$3.65B	-$183M	4	25.3%	Reduced
278	Amalgamated Bank New York	$3.63B	-$126M	71	26.23%	Reduced
279	AGF Management Toronto, Ontario, Canada	$3.63B	-$285M	22	15.76%	Reduced
280	Boston Partners Boston, Massachusetts	$3.59B	-$843M	14	3.71%	Reduced
281	M&G plc London, United Kingdom	$3.58B	+$101M	20	18.4%	Increased
282	PineStone Asset Management Montreal, Quebec, Canada	$3.57B	-$562M	3	22.18%	Reduced
283	NewEdge Advisors New Orleans, Louisiana	$3.54B	+$920M	84	12.84%	Increased
284	MML Investors Services Springfield, Massachusetts	$3.52B	+$215M	58	8.58%	Increased
285	Gateway Investment Advisers Cincinnati, Ohio	$3.52B	+$87.6M	23	32.7%	Increased
286	DSM Capital Partners Palm Beach Gardens, Florida	$3.5B	-$75.8M	9	51.83%	Reduced
287	Scotia Capital Toronto, Ontario, Canada	$3.5B	+$49.2M	29	14.08%	Increased
288	Cambridge Investment Research Advisors Fairfield, Iowa	$3.49B	+$38.8M	75	9.23%	Increased
289	Edgewood Management Greenwich, Connecticut	$3.49B	-$1.75B	8	16.63%	Reduced
290	Two Sigma Investments New York	$3.48B	-$1.22B	80	4.91%	Reduced
291	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$3.46B	+$315M	27	24.12%	Increased
292	PensionDanmark Copenhagen O, Denmark	$3.44B	+$3.42B	26	31.23%	New
293	IFM Investors Melbourne, Australia	$3.41B	+$53.3M	25	28.44%	Increased
294	Lido Advisors Los Angeles, California	$3.4B	+$71.3M	40	10.15%	Increased
295	Union Bancaire Privee Geneva 1, Switzerland	$3.39B	+$412M	21	40.25%	Increased
296	Comerica Bank Dallas, Texas	$3.39B	-$248M	65	13.52%	Reduced
297	Jericho Capital Asset Management New York	$3.37B	-$983M	6	38.38%	Reduced
298	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.36B	+$191M	30	8.82%	Increased
299	USS Investment Management London, United Kingdom	$3.36B	+$8.24M	22	15.6%	Increased
300	B. Metzler seel. Sohn & Co Frankfurt, Germany	$3.32B	-$2.59M	27	28.92%	Reduced