← All themes

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
476	GGHC Gilder Gagnon Howe & Co New York	$1.78B	-$82.9M	27	18.36%	Reduced
477	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.78B	+$24.1M	14	34.74%	Increased
478	Himalaya Capital Management Seattle, Washington	$1.78B	$0	2	47.94%	Maintained
479	Welch & Forbes Boston, Massachusetts	$1.77B	+$3.4M	19	21.54%	Increased
480	United Capital Financial Advisors Irving, Texas	$1.76B	+$1.29M	42	9.71%	Increased
481	Shelton Capital Management Denver, Colorado	$1.76B	-$21.2M	31	32.61%	Reduced
482	NewEdge Wealth Pittsburgh, Pennsylvania	$1.75B	+$77.4M	36	17.49%	Increased
483	AGUR Provident & Training Funds Management Tel Aviv, Israel	$1.74B	+$66.5M	6	9.42%	New
484	Zevenbergen Capital Investments Edmonds, Washington	$1.74B	-$107M	19	39.68%	Reduced
485	Fuller & Thaler Asset Management San Mateo, California	$1.73B	-$39.4M	18	4.72%	Reduced
486	Alphinity Investment Management Sydney, Australia	$1.73B	+$98.5M	7	28.73%	Increased
487	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$1.73B	-$958M	9	27.82%	Reduced
488	Private Advisor Group Morristown, New Jersey	$1.72B	-$39.7M	59	7.88%	Reduced
489	Banque Transatlantique Paris, France	$1.72B	+$50.1M	30	36.93%	Increased
490	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.72B	+$161M	25	20.46%	Increased
491	Ferguson Wellman Capital Management Portland, Oregon	$1.71B	+$29.7M	17	20.87%	Increased
492	Harvest Portfolios Group Oakville, Ontario, Canada	$1.71B	+$163M	15	24.05%	Increased
493	Construction & Building Unions Superannuation Fund Melbourne, Australia	$1.7B	+$34.4M	18	30.48%	Increased
494	Defiance ETFs New York	$1.7B	-$1.42B	35	23.1%	Reduced
495	Phoenix Financial Givatayim, Israel	$1.69B	+$175M	35	11.55%	Increased
496	SC Starlite Capital Dallas, Texas	$1.69B	+$1.71B	2	17.42%	New
497	Crossmark Global Holdings Houston, Texas	$1.69B	+$16.7M	34	21.89%	Increased
498	Edgewood Management Greenwich, Connecticut	$1.69B	-$1.53B	8	17.38%	Reduced
499	Glenview Trust Louisville, Kentucky	$1.68B	+$17.8M	20	23.26%	Increased
500	E Fund Management Guangzhou, China	$1.68B	+$203M	30	37.72%	Increased