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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	CC Cannell & Co New York	$459M	-$4.39M	15	14.01%	Reduced
577	Saturna Capital Bellingham, Washington	$457M	-$2.02M	9	9.18%	Reduced
578	SH SeaTown Holdings Singapore	$456M	+$13M	9	20.27%	Increased
579	Border to Coast Pensions Partnership Leeds, United Kingdom	$455M	-$60.7M	7	15.48%	Reduced
580	SC US (TTGP) Menlo Park, California	$454M	$0	1	2.53%	Maintained
581	Sachem Head Capital Management New York	$451M	+$169M	2	11.13%	Increased
582	Elo Mutual Pension Insurance Espoo, Finland	$451M	+$144K	20	14.49%	Increased
583	Cerity Partners New York	$449M	-$19.9M	20	9.87%	Reduced
584	Woodline Partners San Francisco, California	$449M	+$144M	23	7.32%	Increased
585	ANI American National Insurance Galveston, Texas	$447M	-$375K	15	16.79%	Reduced
586	Alyeska Investment Group Chicago, Illinois	$446M	+$29.1M	18	5.51%	Increased
587	Antipodes Partners Royal Exchange, Australia	$445M	-$12.6M	3	15.21%	Reduced
588	AE Wealth Management Topeka, Kansas	$445M	+$19.5M	30	3.67%	Increased
589	RE RBC Europe London, United Kingdom	$445M	+$25.6M	35	18.23%	Increased
590	LMR Partners London, United Kingdom	$444M	+$179M	24	5%	Increased
591	Harvard Management Company Boston, Massachusetts	$440M	+$236M	3	25.79%	Increased
592	SI Standard Investments New York	$438M	-$184M	1	13.51%	Reduced
593	FAM Foxhaven Asset Management Charlottesville, Virginia	$436M	-$64.8M	1	12.58%	Reduced
594	Cardano Risk Management Rotterdam, Netherlands	$436M	-$26.2M	3	54.05%	Reduced
595	BC BIT Capital Berlin, Germany	$433M	-$163M	13	25.22%	Reduced
596	Trillium Asset Management Boston, Massachusetts	$433M	+$12.3M	11	11.44%	Increased
597	WCMNY Westchester Capital Management (New York) Valhalla, New York	$433M	+$38.6M	6	12.46%	Increased
598	Country Trust Bank Bloomington, Illinois	$432M	-$69.9M	18	12.66%	Reduced
599	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$428M	+$64.5M	4	14.96%	Increased
600	EC Eminence Capital New York	$427M	-$213M	2	5.76%	Reduced