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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
476	Achmea Investment Management Zeist, Netherlands	$492M	+$7.87M	18	17.78%	Increased
477	Williams Jones Wealth Management New York	$489M	-$14M	14	7.97%	Reduced
478	Krane Funds Advisors New York	$487M	+$45.5M	12	19.17%	Increased
479	Congress Asset Management Boston, Massachusetts	$486M	+$9.55M	10	4.58%	Increased
480	Riverbridge Partners Minneapolis, Minnesota	$484M	+$15.4M	9	5.35%	Increased
481	Wedge Capital Management Charlotte, North Carolina	$482M	+$167M	16	5.59%	Increased
482	Barings Charlotte, North Carolina	$480M	-$181M	19	12.29%	Reduced
483	OA Oak Associates Akron, Ohio	$479M	-$13.3M	13	28.93%	Reduced
484	Pinnacle Associates New York	$475M	-$26.2M	26	9.65%	Reduced
485	Scharf Investments Los Gatos, California	$474M	-$11.9M	6	17.85%	Reduced
486	GC Gobi Capital San Francisco, California	$474M	+$1.17M	2	38.49%	Increased
487	HMP HS Management Partners New York	$473M	+$35.3M	3	14.49%	Increased
488	IFM Investors Melbourne, Australia	$473M	+$64.3M	19	15.04%	Increased
489	ING Group Amsterdam, Netherlands	$472M	+$257M	18	10.53%	Increased
490	HAM Honeycomb Asset Management New York	$471M	+$108M	10	27.49%	Increased
491	Bartlett & Co Wealth Management Cincinnati, Ohio	$471M	-$2.36M	23	10.04%	Reduced
492	Bartlett & Co Cincinnati, Ohio	$471M	-$2.36M	23	10.04%	Reduced
493	MS Mizuho Securities Tokyo, Japan	$470M	+$91.4M	15	92.18%	Increased
494	SCA Southpoint Capital Advisors New York	$466M	+$30.1M	3	8.12%	Increased
495	Wolverine Trading Chicago, Illinois	$466M	+$181M	38	0.73%	Increased
496	TIAM TT International Asset Management London, United Kingdom	$465M	+$489M	5	21.52%	New
497	Driehaus Capital Management Chicago, Illinois	$459M	-$54.6M	19	7.42%	Reduced
498	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$459M	+$193M	26	13.29%	Increased
499	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$458M	+$38.4M	26	10.87%	Increased
500	Nicholas Company Milwaukee, Wisconsin	$458M	-$30.5M	9	8.67%	Reduced