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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
426	Foresters Investment Management New York	$167M	+$169M	5	5.01%	New
427	Slate Path Capital New York	$166M	+$160M	1	8.95%	New
428	Huntington National Bank Columbus, Ohio	$165M	+$169M	19	5.15%	New
429	Cambiar Investors Denver, Colorado	$165M	+$159M	2	2.66%	New
430	Gofen & Glossberg Chicago, Illinois	$165M	+$169M	7	8.91%	New
431	Rothschild & Co Asset Management US Stamford, Connecticut	$163M	+$163M	5	3.79%	New
432	BB&T Securities Richmond, Virginia	$162M	+$164M	11	5.31%	New
433	Marshall Wace London, United Kingdom	$162M	+$139M	3	9.72%	New
434	ROIC Route One Investment Company San Francisco, California	$162M	+$159M	3	28.65%	New
435	Vaughan Nelson Investment Management Houston, Texas	$161M	+$156M	4	3.05%	New
436	Pinnacle Associates New York	$160M	+$162M	11	3.6%	New
437	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$160M	+$165M	6	9.61%	New
438	New Mexico Educational Retirement Board Santa Fe, New Mexico	$157M	+$158M	13	6.44%	New
439	LPL Financial San Diego, California	$156M	+$157M	19	1.12%	New
440	Cooke & Bieler Philadelphia, Pennsylvania	$156M	+$154M	3	3.71%	New
441	SA SQ Advisors Naples, Florida	$155M	+$167M	1	9.15%	New
442	TU TDAM USA Toronto, Ontario, Canada	$155M	+$150M	5	7.08%	New
443	SCM Steadfast Capital Management New York	$155M	+$149M	2	4.51%	New
444	Castleark Management Chicago, Illinois	$154M	+$157M	8	5.1%	New
445	Martingale Asset Management Boston, Massachusetts	$154M	+$154M	10	5.68%	New
446	ACP Ashfield Capital Partners San Francisco, California	$153M	+$155M	9	8.25%	New
447	Welch & Forbes Boston, Massachusetts	$152M	+$155M	6	5.44%	New
448	HighTower Advisors Chicago, Illinois	$151M	+$153M	11	4.11%	New
449	RG Renaissance Group Covington, Kentucky	$150M	+$151M	7	6.79%	New
450	Eagle Asset Management St Petersburg, Florida	$149M	+$142M	9	0.98%	New