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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
701	Nippon Life Global Investors Americas New York	$879M	+$11M	11	34.97%	Increased
702	GIM Generate Investment Management Auckland, New Zealand	$876M	-$383M	14	36.05%	Reduced
703	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$876M	+$308M	4	41.9%	Increased
704	Dynasty Wealth Management St. Petersburg, Florida	$873M	-$268M	20	6.49%	Reduced
705	Comgest Global Investors Paris, France	$870M	-$68.7M	7	19.15%	Reduced
706	Soros Fund Management New York	$868M	+$88.2M	17	10.66%	Increased
707	ACM Analog Century Management New York	$868M	-$233M	8	31.77%	Reduced
708	Curi RMB Capital Chicago, Illinois	$865M	+$18.7M	24	13.34%	Increased
709	Capital Group Private Client Services Los Angeles, California	$864M	-$51.7M	11	12.19%	Reduced
710	Foundations Investment Advisors Phoenix, Arizona	$864M	+$91.3M	41	8.9%	Increased
711	Allianz Munich, Germany	$862M	+$33M	26	9.1%	Increased
712	Callan Family Office Radnor, Pennsylvania	$861M	+$18M	36	16.83%	Increased
713	Perigon Wealth Management San Francisco, California	$857M	+$6.15M	40	13.49%	Increased
714	Capital International Los Angeles, California	$854M	+$7.28M	14	27.87%	Increased
715	Sterling Capital Management Charlotte, North Carolina	$853M	-$35.3M	81	14.46%	Reduced
716	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$853M	+$36M	30	21.89%	Increased
717	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$851M	+$66.2M	22	30.9%	Increased
718	Atlantic Union Bankshares Glen Allen, Virginia	$851M	+$5.21M	45	14.22%	Increased
719	ACM Argent Capital Management St Louis, Missouri	$849M	-$42.6M	10	26.8%	Reduced
720	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$845M	+$233M	4	57.63%	Increased
721	Parallel Advisors San Francisco, California	$839M	+$21.5M	89	12.79%	Increased
722	FFM Fisher Funds Management Auckland, New Zealand	$838M	+$31.2M	16	23.83%	Increased
723	SP SIH Partners Wilmington, Delaware	$836M	-$367M	31	5.26%	Reduced
724	Carnegie Investment Counsel Pepper Pike, Ohio	$835M	-$193M	24	16.73%	Reduced
725	MFAM Motley Fool Asset Management Alexandria, Virginia	$831M	-$23.9M	13	32.03%	Reduced