← All themes

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	QRG Capital Management Chicago, Illinois	$1.19B	+$61.6M	29	17.59%	Increased
352	AGF Management Toronto, Ontario, Canada	$1.18B	+$71.8M	21	6.98%	Increased
353	GAM GuardCap Asset Management London, United Kingdom	$1.18B	-$20.8M	3	15.16%	Reduced
354	Artemis Investment Management Edinburgh, United Kingdom	$1.17B	-$465M	17	16.9%	Reduced
355	Manning & Napier Group Fairport, New York	$1.17B	-$243M	9	13.91%	Reduced
356	Empower Advisory Group Greenwood Village, Colorado	$1.17B	+$8.95M	18	4.61%	Increased
357	Third Point New York	$1.17B	-$173M	2	17.6%	Reduced
358	Erste Asset Management Vienna, Austria	$1.16B	+$12.5M	20	17%	Increased
359	Boston Trust Walden Boston, Massachusetts	$1.16B	+$17.8M	14	8.72%	Increased
360	Mutual of America Capital Management New York	$1.16B	-$53.8M	25	13.31%	Reduced
361	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.15B	+$8.5M	23	15.11%	Increased
362	Yousif Capital Management Bloomfield Hills, Michigan	$1.15B	-$36.1M	29	13.59%	Reduced
363	Independent Franchise Partners London, United Kingdom	$1.15B	-$201M	2	9.77%	Reduced
364	H&H International Investment Palo Alto, California	$1.14B	+$153M	2	7.9%	Increased
365	Silvercrest Asset Management New York	$1.14B	-$40.9M	26	8.06%	Reduced
366	Atalanta Sosnoff Capital New York	$1.13B	+$23.7M	13	29.17%	Increased
367	Saturna Capital Bellingham, Washington	$1.13B	+$134M	15	17.6%	Increased
368	Vaughan Nelson Investment Management Houston, Texas	$1.13B	-$11.4M	10	11.24%	Reduced
369	Zacks Investment Management Chicago, Illinois	$1.12B	-$5.34M	17	13.83%	Reduced
370	Alyeska Investment Group Chicago, Illinois	$1.12B	+$203M	13	7.44%	Increased
371	Thornburg Investment Management Santa Fe, New Mexico	$1.11B	-$52.5M	14	16.07%	Reduced
372	Cardano Risk Management Rotterdam, Netherlands	$1.11B	+$473M	4	46.2%	Increased
373	Jupiter Asset Management London, United Kingdom	$1.1B	+$60.1M	17	10.89%	Increased
374	Credit Agricole Montrouge Cedex, France	$1.1B	+$463M	29	12.53%	Increased
375	Capital International Inc Los Angeles, California	$1.09B	+$119M	14	17.07%	Increased