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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	Banque Transatlantique Paris, France	$1.29B	+$1.37B	22	32.81%	New
427	Bridges Investment Management Omaha, Nebraska	$1.28B	-$33.2M	14	17.85%	Reduced
428	TD Waterhouse Canada Toronto, Ontario, Canada	$1.27B	+$58.3M	49	10.25%	Increased
429	Manning & Napier Advisors Fairport, New York	$1.27B	-$506K	6	14.5%	Reduced
430	AE Wealth Management Topeka, Kansas	$1.24B	+$98.2M	33	10.54%	Increased
431	Sapient Capital Indianapolis, Indiana	$1.24B	-$74.6M	15	23.68%	Reduced
432	Williams Jones Wealth Management New York	$1.23B	-$26.3M	16	14.84%	Reduced
433	GGHC Gilder Gagnon Howe & Co New York	$1.22B	-$34.1M	14	13.15%	Reduced
434	Banco Santander Madrid, Spain	$1.21B	+$54.6M	20	14.59%	Increased
435	Sequoia Financial Advisors Akron, Ohio	$1.21B	+$61M	28	11.65%	Increased
436	C WorldWide Group Copenhagen, Denmark	$1.21B	-$99.7M	3	14.74%	Reduced
437	Prudential plc London, England, United Kingdom	$1.21B	-$62.4M	23	6.07%	Reduced
438	Ferguson Wellman Capital Management Portland, Oregon	$1.21B	-$8.43M	13	22.97%	Reduced
439	Glenview Trust Louisville, Kentucky	$1.2B	-$6.41M	15	22.45%	Reduced
440	Mizuho Securities USA New York	$1.2B	+$365M	20	21.79%	Increased
441	Edmond de Rothschild Holding Chambesy, Switzerland	$1.19B	+$7.19M	29	20.37%	Increased
442	DJE Kapital 82049 Pullach, Germany	$1.19B	+$1.16B	14	27.81%	New
443	Border to Coast Pensions Partnership Leeds, United Kingdom	$1.18B	+$4.59M	6	23.13%	Increased
444	H&H International Investment Palo Alto, California	$1.18B	-$229M	2	8.13%	Reduced
445	Quilter Plc London, United Kingdom	$1.17B	+$44.5M	9	23.12%	Increased
446	VVP Vulcan Value Partners Birmingham, Alabama	$1.17B	-$51.3M	4	19.52%	Reduced
447	Harvard Management Company Boston, Massachusetts	$1.17B	-$62.4M	6	68.88%	Reduced
448	Lazard Frères Gestion Paris, France	$1.17B	+$75.6M	12	23.34%	Increased
449	Everett Harris & Co Los Angeles, California	$1.16B	-$1.69M	13	14.7%	Reduced
450	Haverford Trust Company Radnor, Pennsylvania	$1.16B	-$17.7M	12	11.55%	Reduced