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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	GAMH Greenwoods Asset Management (HK) Hong Kong	$1.14B	-$139M	5	30.13%	Reduced
427	TD Waterhouse Canada Toronto, Ontario, Canada	$1.13B	+$733K	46	10.17%	Increased
428	Douglas Lane & Associates New York	$1.13B	-$61.2M	11	16.11%	Reduced
429	OFI Invest Asset Management Paris, France	$1.13B	-$145M	19	30.08%	Reduced
430	Great Lakes Advisors Chicago, Illinois	$1.13B	-$156M	24	10%	Reduced
431	GGHC Gilder Gagnon Howe & Co New York	$1.12B	-$116M	13	14.09%	Reduced
432	Banco Santander Madrid, Spain	$1.12B	-$16.5M	18	13.9%	Reduced
433	Orbis Allan Gray Hamilton, Bermuda	$1.12B	-$285M	5	6.98%	Reduced
434	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.12B	-$15.2M	26	21.49%	Reduced
435	TIAA Trust, National Association Charlotte, North Carolina	$1.12B	+$20.4M	17	3.44%	Increased
436	Quilter Plc London, United Kingdom	$1.12B	+$18M	9	25.01%	Increased
437	John W. Bristol & Co New York	$1.11B	+$43.6M	6	18.01%	Increased
438	Liontrust Investment Partners London, United Kingdom	$1.1B	+$384M	24	15.61%	Increased
439	Elo Mutual Pension Insurance Espoo, Finland	$1.09B	-$8.16M	22	25.46%	Reduced
440	Evercore Wealth Management New York	$1.09B	-$12.4M	17	17.1%	Reduced
441	Bartlett & Co Wealth Management Cincinnati, Ohio	$1.08B	+$13.7M	25	16.46%	Increased
442	Glenview Trust Louisville, Kentucky	$1.08B	+$5.78M	16	21.7%	Increased
443	J. Safra Sarasin Holding	$1.08B	+$975M	23	19.69%	New
444	Tidal Investments Milwaukee, Wisconsin	$1.08B	+$216M	41	14.47%	Increased
445	Tocqueville Asset Management New York	$1.08B	-$52.8M	23	17.78%	Reduced
446	Belvedere Trading Chicago, Illinois	$1.08B	+$279M	7	1.34%	Increased
447	Haverford Trust Company Radnor, Pennsylvania	$1.08B	+$162M	14	11.32%	Increased
448	Marsico Capital Management Denver, Colorado	$1.07B	-$74.8M	8	32.07%	Reduced
449	Aristotle Atlantic Partners Sarasota, Florida	$1.07B	-$66.1M	11	34.73%	Reduced
450	Ruane, Cunniff & Goldfarb New York	$1.07B	-$48M	5	16.7%	Reduced