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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
401	Kornitzer Capital Management Shawnee Mission, Kansas	$185M	+$185M	9	2.42%	New
402	Natixis Advisors Boston, Massachusetts	$185M	+$186M	15	3.68%	New
403	AC Amici Capital New York	$183M	+$184M	5	6.7%	New
404	Placemark Investments Chicago, Illinois	$183M	+$184M	18	3.92%	New
405	DCM Dupont Capital Management Wilmington, Delaware	$183M	+$183M	9	3.41%	New
406	Farallon Capital Management San Francisco, California	$182M	+$186M	2	3.49%	New
407	PineBridge Investments New York	$181M	+$180M	14	5.76%	New
408	MVIP Mar Vista Investment Partners Los Angeles, California	$181M	+$188M	3	11.78%	New
409	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$181M	+$176M	1	5.07%	New
410	ACM Argent Capital Management St Louis, Missouri	$180M	+$180M	6	11.53%	New
411	DILH Dai-ichi Life Holdings Tokyo, Japan	$179M	+$180M	15	6.31%	New
412	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$179M	+$179M	16	5.04%	New
413	TCM Tiger Consumer Management New York	$178M	+$180M	2	6.29%	New
414	RCM Riverhead Capital Management Wilmington, Delaware	$177M	+$178M	11	5.86%	New
415	CIM Contrarius Investment Management St. Helier, Jersey	$177M	+$172M	3	19.4%	New
416	JHC JFB Holdings Corp Atlanta, Georgia	$176M	+$168M	2	7.2%	New
417	CIBC Asset Management Toronto, Ontario, Canada	$176M	+$176M	17	1.2%	New
418	1919 Investment Counsel Baltimore, Maryland	$175M	+$177M	8	4.09%	New
419	CAM Capstone Asset Management Houston, Texas	$174M	+$174M	23	4.57%	New
420	Analytic Investors Los Angeles, California	$172M	+$179M	7	2.86%	New
421	Columbia Wanger Asset Management Chicago, Illinois	$172M	+$169M	3	0.75%	New
422	Commonwealth Equity Services Waltham, Massachusetts	$171M	+$175M	15	3.01%	New
423	GTP Global Thematic Partners New York	$171M	+$184M	1	2.51%	New
424	Baird Milwaukee, Wisconsin	$170M	+$169M	12	3.39%	New
425	DSM Capital Partners Palm Beach Gardens, Florida	$167M	+$161M	3	4.15%	New