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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	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$472M	-$31.1M	39	6.62%	Reduced
452	Quilter Plc London, United Kingdom	$469M	+$4.24M	15	18.57%	Increased
453	Williams Jones Wealth Management New York	$465M	-$12.8M	14	8.59%	Reduced
454	South Dakota Investment Council Sioux Falls, South Dakota	$462M	-$4.49M	12	10.14%	Reduced
455	TP Thunderbird Partners London, United Kingdom	$462M	-$151M	4	55.52%	Reduced
456	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$462M	-$17.1M	16	15.71%	Reduced
457	Cincinnati Insurance Fairfield, Ohio	$462M	-$20.1M	4	11.76%	Reduced
458	Gofen & Glossberg Chicago, Illinois	$462M	-$3.41M	15	14.2%	Reduced
459	London Company of Virginia Richmond, Virginia	$455M	+$673K	3	3.24%	Increased
460	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$454M	+$8.31M	15	18.87%	Increased
461	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$453M	+$662M	1	58.34%	Increased
462	Diamond Hill Capital Management Columbus, Ohio	$452M	-$596M	4	2.49%	Reduced
463	Congress Asset Management Boston, Massachusetts	$448M	-$1M	9	4.85%	Reduced
464	Riverbridge Partners Minneapolis, Minnesota	$447M	-$2.73M	9	6.24%	Reduced
465	Munro Partners Melbourne, Australia	$444M	+$119M	7	28.98%	Increased
466	Oppenheimer & Co New York	$441M	-$24.8M	26	11.04%	Reduced
467	Bartlett & Co Wealth Management Cincinnati, Ohio	$439M	-$4.26M	16	10.3%	Reduced
468	Bartlett & Co Cincinnati, Ohio	$439M	-$4.1M	16	10.3%	Reduced
469	Construction & Building Unions Superannuation Fund Melbourne, Australia	$439M	-$15.8M	6	35.21%	Reduced
470	HM Payson & Co Portland, Maine	$438M	-$85.8K	25	13.48%	Reduced
471	Achmea Investment Management Zeist, Netherlands	$438M	-$137M	18	18.26%	Reduced
472	Cincinnati Financial Corp Fairfield, Ohio	$437M	-$1.67M	4	13.32%	Reduced
473	WCM Investment Management Laguna Beach, California	$437M	+$20.8M	5	1.53%	Increased
474	Nicholas Company Milwaukee, Wisconsin	$435M	-$29.7M	8	9.16%	Reduced
475	Krane Funds Advisors New York	$434M	+$49.4M	8	19.99%	Increased