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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
451	Hardman Johnston Global Advisors Stamford, Connecticut	$302M	-$228M	7	15.65%	Reduced
452	Dragoneer Investment Group San Francisco, California	$302M	+$67.5M	4	23.51%	Increased
453	FFA First Foundation Advisors Irvine, California	$299M	+$1.71M	16	18.88%	Increased
454	Dorsal Capital Management Redwood City, California	$298M	+$106M	3	20.88%	Increased
455	Carillon Tower Advisers St. Petersburg, Florida	$297M	+$82.3M	12	2.51%	Increased
456	B BP London, United Kingdom	$295M	-$43.4M	20	12.25%	Reduced
457	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$295M	-$3.65M	9	15.72%	Reduced
458	London Company of Virginia Richmond, Virginia	$294M	-$150M	4	2.81%	Reduced
459	Corvex Management New York	$293M	-$75.3M	4	10.92%	Reduced
460	NM NWI Management New York	$293M	+$55.8M	5	15.29%	Increased
461	NIEF Nalanda India Equity Fund Mauritius	$292M	+$308M	1	100%	New
462	Harvest Fund Management Beijing, China	$291M	+$2.6M	15	60.98%	Increased
463	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$286M	-$6.19M	18	8.88%	Reduced
464	WM WS Management Jacksonville, Florida	$286M	-$74.5M	3	13.92%	Reduced
465	Beck Mack & Oliver New York	$285M	-$22.3M	6	11.43%	Reduced
466	ACM Atlanta Capital Management Atlanta, Georgia	$282M	+$12.1M	3	1.56%	Increased
467	John W. Bristol & Co New York	$280M	-$10.1M	5	8.79%	Reduced
468	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$280M	+$12.6M	30	1.4%	Increased
469	Nicholas Company Milwaukee, Wisconsin	$279M	-$30.8M	7	7.27%	Reduced
470	TimesSquare Capital Management New York	$278M	+$83.6M	8	2.4%	Increased
471	Truist Financial Charlotte, North Carolina	$278M	+$751K	18	5.69%	Increased
472	PIA Piedmont Investment Advisors Durham, North Carolina	$277M	+$16.6M	22	13.23%	Increased
473	Segall Bryant & Hamill Chicago, Illinois	$276M	+$47.6M	20	4.75%	Increased
474	Letko, Brosseau & Associates Montreal, Quebec, Canada	$275M	-$11.1M	8	3.05%	Reduced
475	Hosking Partners London, United Kingdom	$274M	+$7.2M	11	7.8%	Increased