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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
576	Riverbridge Partners Minneapolis, Minnesota	$95M	+$3.32M	5	2.06%	Increased
577	Winton Capital Management London, United Kingdom	$94.8M	-$15.6M	9	1.14%	Reduced
578	Birch Hill Investment Advisors Boston, Massachusetts	$94.7M	-$2.85M	5	11.2%	Reduced
579	TCM Tybourne Capital Management Hong Kong	$94.2M	-$25.6M	2	11.18%	Reduced
580	CIM Contrarius Investment Management St. Helier, Jersey	$94M	-$105M	3	8.39%	Reduced
581	Janney Montgomery Scott Philadelphia, Pennsylvania	$93.9M	+$60.4M	14	2.82%	Increased
582	AT Alliance Trust Dundee, Scotland, United Kingdom	$93.6M	-$40.4M	1	6.9%	Reduced
583	ANI American National Insurance Galveston, Texas	$93.2M	-$418K	7	6.64%	Reduced
584	CAM Centre Asset Management New York	$92.2M	+$1.43M	8	14.64%	Increased
585	London Company of Virginia Richmond, Virginia	$92.1M	+$4.6M	2	1.25%	Increased
586	BPBT Boston Private Bank & Trust Boston, Massachusetts	$91.7M	-$629K	15	5.09%	Reduced
587	Adams Diversified Equity Fund Baltimore, Maryland	$91.1M	-$16.6M	5	6.94%	Reduced
588	Chilton Investment Company Stamford, Connecticut	$90.8M	-$60.1M	4	2.51%	Reduced
589	SAM Securian Asset Management St Paul, Minnesota	$90.5M	+$1.75M	13	3.64%	Increased
590	Wedge Capital Management Charlotte, North Carolina	$88.9M	+$11.1M	4	1.02%	Increased
591	Capital International Los Angeles, California	$87.8M	-$2.47M	6	5.75%	Reduced
592	Clifford Swan Investment Counsel Pasadena, California	$87.7M	+$2.9M	5	7%	Increased
593	Zacks Investment Management Chicago, Illinois	$87.3M	-$6.38M	11	3.78%	Reduced
594	AWCI Alpine Woods Capital Investors Purchase, New York	$86.8M	-$5.49M	7	5.34%	Reduced
595	LI LMCG Investments Boston, Massachusetts	$86.8M	+$10.1M	8	2.1%	Increased
596	Disciplined Growth Investors Minneapolis, Minnesota	$86M	+$920K	2	2.51%	Increased
597	Nippon Life Global Investors Americas New York	$85.2M	-$392K	9	9.21%	Reduced
598	Profund Advisors Bethesda, Maryland	$85.2M	+$8.08M	19	4.52%	Increased
599	Cullen/Frost Bankers San Antonio, Texas	$85.1M	-$12.6M	9	4.17%	Reduced
600	OAMG Odey Asset Management Group London, United Kingdom	$84.7M	-$33.8M	4	2.24%	Reduced