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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
376	Aware Super Sydney, Australia	$1.57B	+$1.54B	17	25.02%	New
377	Mirova US Boston, Massachusetts	$1.56B	+$8.03M	3	18.73%	Increased
378	LGT Group Foundation Vaduz, Liechtenstein	$1.56B	+$27.2M	19	24.1%	Increased
379	Congress Asset Management Boston, Massachusetts	$1.55B	+$203M	13	10.48%	Increased
380	Wealthfront Advisers Palo Alto, California	$1.54B	+$79.9M	24	4.51%	Increased
381	iA Global Asset Management Quebec, Quebec, Canada	$1.54B	-$29.6M	19	26.99%	Reduced
382	Jones Financial Companies Des Peres, Missouri	$1.54B	+$393M	61	1.46%	Increased
383	Vaughan Nelson Investment Management Houston, Texas	$1.54B	+$76M	9	14.27%	Increased
384	Silvercrest Asset Management New York	$1.53B	+$23.3M	28	10.23%	Increased
385	HM Payson & Co Portland, Maine	$1.51B	+$11.7M	30	25.66%	Increased
386	Jensen Investment Management Lake Oswego, Oregon	$1.51B	-$118M	4	13.68%	Reduced
387	First Pacific Advisors El Segundo, California	$1.51B	-$87.5M	5	21.57%	Reduced
388	Atalanta Sosnoff Capital New York	$1.5B	+$89.4M	14	32.74%	Increased
389	Vanguard Personalized Indexing Management Oakland, California	$1.5B	+$83.6M	49	22.71%	Increased
390	Magellan Asset Management Sydney, Australia	$1.5B	+$57.3M	5	16.52%	Increased
391	KCM Kensico Capital Management Greenwich, Connecticut	$1.5B	-$54.4M	5	34.21%	Reduced
392	Egerton Capital (UK) London, United Kingdom	$1.49B	-$432M	3	17.26%	Reduced
393	Farallon Capital Management San Francisco, California	$1.49B	-$518M	3	6.53%	Reduced
394	Woodline Partners San Francisco, California	$1.48B	+$944M	30	10.01%	Increased
395	Waverton Investment Management London, United Kingdom	$1.47B	+$67.8M	11	23.37%	Increased
396	AP Altarock Partners West Palm Beach, Florida	$1.46B	+$7.31M	2	29.46%	Increased
397	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.46B	+$50.5M	79	6.04%	Increased
398	Achmea Investment Management Zeist, Netherlands	$1.45B	+$65.6M	22	23.93%	Increased
399	Boston Trust Walden Boston, Massachusetts	$1.45B	-$9.67M	15	10.2%	Reduced
400	Rokos Capital Management (UK) London, United Kingdom	$1.44B	+$153M	13	14.42%	Increased