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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
351	PIM Profit Investment Management North Bethesda, Maryland	$231M	+$229M	7	11.15%	New
352	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$230M	+$247M	3	1.4%	New
353	Brandywine Global Investment Management Philadelphia, Pennsylvania	$229M	+$226M	6	2.35%	New
354	GC GMT Capital Atlanta, Georgia	$229M	+$221M	3	5.25%	New
355	ACM Andor Capital Management Rye Brook, New York	$226M	+$204M	2	33.18%	New
356	TP Tesuji Partners Fort Lee, New Jersey	$225M	+$226M	2	21.66%	New
357	SFM Systematic Financial Management Teaneck, New Jersey	$224M	+$199M	5	1.92%	New
358	PIA Piedmont Investment Advisors Durham, North Carolina	$223M	+$222M	9	10%	New
359	Haverford Trust Company Radnor, Pennsylvania	$222M	+$226M	5	7.32%	New
360	Wasatch Advisors Salt Lake City, Utah	$222M	+$222M	9	2.43%	New
361	HMP HS Management Partners New York	$221M	+$224M	2	13.32%	New
362	VCM Valiant Capital Management San Francisco, California	$221M	+$219M	3	26.47%	New
363	GGHC Gilder Gagnon Howe & Co New York	$220M	+$215M	9	4.15%	New
364	FQ First Quadrant Glendale, California	$218M	+$219M	11	5.83%	New
365	Waverton Investment Management London, United Kingdom	$217M	+$215M	5	18.97%	New
366	Boston Trust Walden Boston, Massachusetts	$216M	+$220M	5	3.49%	New
367	Scharf Investments Los Gatos, California	$216M	+$216M	4	11.69%	New
368	MUFG Americas New York	$213M	+$216M	19	4.24%	New
369	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$212M	+$212M	15	3.67%	New
370	PTC Provident Trust Company Waukesha, Wisconsin	$211M	+$214M	2	16.68%	New
371	Andra AP-fonden Goteborg, Sweden	$211M	+$212M	15	5.49%	New
372	Frontier Capital Management Boston, Massachusetts	$210M	+$203M	7	1.75%	New
373	VVP Vulcan Value Partners Birmingham, Alabama	$210M	+$221M	4	9.21%	New
374	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$208M	+$211M	10	6.52%	New
375	Stifel Nicolaus & Co St Louis, Missouri	$207M	+$201M	13	3.75%	New