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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
626	Jupiter Asset Management London, United Kingdom	$78.5M	+$77M	5	3.51%	New
627	AF Ally Financial Detroit, Michigan	$78.1M	+$79.5M	7	7.68%	New
628	PAM Private Asset Management San Diego, California	$78.1M	+$81.4M	5	14.91%	New
629	RTM Rizvi Traverse Management West Palm Beach, Florida	$77.8M	+$80M	1	100%	New
630	Wedge Capital Management Charlotte, North Carolina	$77.2M	+$82.8M	4	0.93%	New
631	Bradley Foster & Sargent Hartford, Connecticut	$77.1M	+$76.7M	5	4.76%	New
632	VCM Vision Capital Management Portland, Oregon	$77.1M	+$78.4M	5	12.36%	New
633	Hermes Investment Management London Uk, United Kingdom	$76.9M	+$72.5M	9	2.99%	New
634	Sumitomo Life Insurance Tokyo, Japan	$76.8M	+$77.3M	10	7.35%	New
635	EC EMS Capital New York	$76.7M	+$76.2M	2	14.78%	New
636	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$76.5M	+$77.2M	7	13.09%	New
637	Picton Mahoney Asset Management Toronto, Ontario, Canada	$76.2M	+$73.1M	7	5.64%	New
638	Wilmington Trust National Association Wilmington, Delaware	$76.1M	+$76.8M	7	3.3%	New
639	UMB Bank Kansas City, Missouri	$75.5M	+$78.2M	6	4.43%	New
640	TIAA CREF Trust St Louis, Missouri	$74.8M	+$76.5M	5	1.56%	New
641	LI LMCG Investments Boston, Massachusetts	$74.8M	+$74.7M	6	1.96%	New
642	Findlay Park Partners London, United Kingdom	$74.7M	+$70.8M	1	0.95%	New
643	BOK Financial Tulsa, Oklahoma	$74.2M	+$74.8M	11	2.8%	New
644	Vaughan David Investments Peoria, Illinois	$74.2M	+$76M	3	5.24%	New
645	Barings Charlotte, North Carolina	$73.8M	+$74M	13	3.32%	New
646	ALA Atherton Lane Advisers Menlo Park, California	$73.3M	+$73.8M	7	5.36%	New
647	SCM Suffolk Capital Management New York	$73.2M	+$72.9M	7	10.55%	New
648	Veritable Wilmington, Delaware	$73M	+$73.3M	18	1.76%	New
649	Raymond James Financial Services Advisors St. Petersburg, Florida	$72.8M	+$71.5M	11	2.13%	New
650	PRA Parametric Risk Advisors Westport, Connecticut	$72.4M	+$75.9M	6	4.98%	New