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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	Westwood Holdings Group Dallas, Texas	$448M	-$26.7M	14	4.54%	Reduced
577	TP Thunderbird Partners London, United Kingdom	$448M	-$41.9M	3	40.16%	Reduced
578	SIG Senator Investment Group New York	$447M	+$116M	3	8.49%	Increased
579	Crossmark Global Holdings Houston, Texas	$447M	+$6.34M	28	10.5%	Increased
580	Antipodes Partners Royal Exchange, Australia	$441M	+$51.3M	3	15.89%	Increased
581	Elo Mutual Pension Insurance Espoo, Finland	$440M	-$17.8M	20	14.59%	Reduced
582	FFM Fullerton Fund Management Singapore	$438M	+$60.5M	10	29.81%	Increased
583	GH GAM Holding Zurich, Switzerland	$437M	-$3.52M	21	18.94%	Reduced
584	Cardano Risk Management Rotterdam, Netherlands	$437M	-$6.05M	3	53.09%	Reduced
585	Schonfeld Strategic Advisors New York	$435M	-$38.8M	41	4.62%	Reduced
586	D.A. Davidson & Co Great Falls, Montana	$434M	+$2.13M	28	5.09%	Increased
587	Bridges Investment Management Omaha, Nebraska	$434M	-$68.8M	10	12.9%	Reduced
588	ANI American National Insurance Galveston, Texas	$433M	-$571K	15	16.22%	Reduced
589	Saturna Capital Bellingham, Washington	$432M	+$31.9M	11	8.86%	Increased
590	Johnson Investment Counsel Cincinnati, Ohio	$431M	-$24.3M	16	5.97%	Reduced
591	Border to Coast Pensions Partnership Leeds, United Kingdom	$431M	+$507M	7	15.06%	New
592	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$431M	-$102M	29	9.5%	Reduced
593	Atreides Management Boston, Massachusetts	$431M	+$72.5M	5	7.69%	Increased
594	SCM Suvretta Capital Management New York	$430M	+$404M	2	6.43%	New
595	SH SeaTown Holdings Singapore	$429M	-$48.3M	8	20.73%	Reduced
596	R.M. Davis Inc Portland, Maine	$425M	+$3.26M	12	10.68%	Increased
597	Quadrature Capital London, United Kingdom	$423M	+$173M	14	16.12%	Increased
598	Braun Stacey Associates New York	$422M	+$84.3M	11	16.43%	Increased
599	Varma Mutual Pension Insurance Co Helsinki, Finland	$420M	+$24.4M	12	6.21%	Increased
600	Wealthfront Advisers Palo Alto, California	$419M	+$27.6M	19	1.99%	Increased