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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	Haverford Trust Company Radnor, Pennsylvania	$720M	+$486K	12	7.99%	Increased
477	Gulf International Bank (UK) London, United Kingdom	$719M	-$61.4M	23	20.22%	Reduced
478	Elo Mutual Pension Insurance Espoo, Finland	$717M	+$29.6M	21	19.26%	Increased
479	SRS Investment Management New York	$717M	$0	2	8.68%	Maintained
480	Nicholas Company Milwaukee, Wisconsin	$714M	+$5.29M	13	12.64%	Increased
481	Edmond de Rothschild Holding Chambesy, Switzerland	$711M	+$5.58M	32	12.73%	Increased
482	GGHC Gilder Gagnon Howe & Co New York	$711M	-$45M	10	9.76%	Reduced
483	Burgundy Asset Management Toronto, Ontario, Canada	$708M	-$81.9M	4	7.85%	Reduced
484	Stonehage Fleming Financial Services St. Helier, Jersey	$706M	+$297M	10	20.65%	Increased
485	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$705M	+$13.8M	11	9.54%	Increased
486	Quilter Plc London, United Kingdom	$704M	-$953M	9	23.78%	Reduced
487	Pinnacle Associates New York	$704M	-$1.68M	26	11.84%	Reduced
488	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$702M	-$2.57M	13	24.13%	Reduced
489	Munro Partners Melbourne, Australia	$701M	+$50.6M	8	31.39%	Increased
490	Kovitz Investment Group Partners Chicago, Illinois	$699M	-$22M	17	11.58%	Reduced
491	Sequoia Financial Advisors Akron, Ohio	$699M	+$320M	25	8.66%	Increased
492	Steward Partners Investment Advisory New York	$697M	+$40.3M	56	9.42%	Increased
493	Vanguard Personalized Indexing Management Oakland, California	$696M	+$35M	36	17.86%	Increased
494	Sapient Capital Indianapolis, Indiana	$692M	+$653M	15	17.86%	New
495	Cetera Investment Advisers Schaumburg, Illinois	$690M	+$16.1M	36	5.6%	Increased
496	D.A. Davidson & Co Great Falls, Montana	$687M	+$5.77M	27	6.73%	Increased
497	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$685M	+$245M	3	38.25%	Increased
498	SC Sylebra Capital Palo Alto, California	$685M	-$67.3M	2	25.93%	Reduced
499	CCLA Investment Management London, United Kingdom	$684M	-$28M	5	11.18%	Reduced
500	Diamond Hill Capital Management Columbus, Ohio	$683M	-$50.1M	3	3%	Reduced