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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	EARNEST Partners Atlanta, Georgia	$148M	+$2.36M	26	1.4%	Increased
702	Clifford Swan Investment Counsel Pasadena, California	$148M	-$856K	11	8.34%	Reduced
703	IHL Investment House LLC Redondo Beach, California	$148M	-$3.25M	10	18%	Reduced
704	Cerity Partners New York	$147M	+$25.8M	11	11.27%	Increased
705	WesBanco Bank Wheeling, West Virginia	$147M	+$49.9M	16	7.52%	Increased
706	ACM Alta Capital Management Salt Lake City, Utah	$146M	+$37.5M	6	9.1%	Increased
707	GPCM Greenbrier Partners Capital Management Dallas, Texas	$146M	$0	3	27.68%	Maintained
708	Meyer Handelman Company Rye Brook, New York	$146M	-$1.5M	7	7.43%	Reduced
709	Fuller & Thaler Asset Management San Mateo, California	$145M	+$659K	18	1.7%	Increased
710	Conning Inc Hartford, Connecticut	$145M	-$4.4M	17	4.67%	Reduced
711	Vaughan Nelson Investment Management Houston, Texas	$144M	-$24M	3	1.77%	Reduced
712	Meitav Investment House Bene-Beraq, Israel	$144M	+$14.1M	15	7.33%	Increased
713	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$144M	-$11.1M	11	11.99%	Reduced
714	FI Focused Investors Los Angeles, California	$143M	-$4.26M	1	6.28%	Reduced
715	UMB Bank Kansas City, Missouri	$143M	+$489K	12	4.61%	Increased
716	ZWJ Investment Counsel Atlanta, Georgia	$142M	-$25.8M	8	12.82%	Reduced
717	Tiedemann Advisors New York	$141M	+$8.72M	11	9.68%	Increased
718	Synovus Financial Columbus, Georgia	$141M	+$5.93M	23	2.39%	Increased
719	Thompson Siegel & Walmsley Richmond, Virginia	$141M	-$7.54M	16	1.73%	Reduced
720	TCTC Holdings Dallas, Texas	$140M	-$4.54M	7	7.44%	Reduced
721	Avalon Investment & Advisory Houston, Texas	$140M	-$6.18M	10	4.32%	Reduced
722	FFM Fullerton Fund Management Singapore	$139M	-$63.3M	3	78.36%	Reduced
723	Beutel, Goodman & Co Toronto, Ontario, Canada	$138M	-$3.82M	2	1.05%	Reduced
724	Associated Banc-Corp Green Bay, Wisconsin	$138M	-$2.14M	9	7.86%	Reduced
725	Nippon Life Global Investors Americas New York	$138M	+$2.09M	9	11.36%	Increased