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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.

269 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
751	GLG LLC New York	$118M	-$7.3M	16	7.26%	Reduced
752	Personal Capital Advisors Redwood City, California	$118M	+$29.1M	10	2.59%	Increased
753	Segall Bryant & Hamill Chicago, Illinois	$118M	-$7.2M	15	2.77%	Reduced
754	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$117M	+$30.1M	10	5.77%	Increased
755	BBVA USA Bancshares Houston, Texas	$117M	+$1.6M	16	7.69%	Increased
756	Myriad Asset Management North Point, Hong Kong	$117M	-$33.1M	4	8.16%	Reduced
757	ArchPoint Investors Coral Gables, Florida	$116M	+$1.65M	4	37.1%	Increased
758	Van Berkom & Associates Montreal, Quebec, Canada	$116M	+$11.6M	2	4.21%	Increased
759	Becker Capital Management Portland, Oregon	$116M	-$341K	8	4.16%	Reduced
760	Empire Life Investments Toronto, Ontario, Canada	$116M	-$15.5M	6	10.11%	Reduced
761	Motley Fool Wealth Management Alexandria, Virginia	$116M	+$14.7M	6	10.53%	Increased
762	Passport Capital San Francisco, California	$116M	-$148M	6	15.47%	Reduced
763	FCI Financial Counselors Inc Overland Park, Kansas	$116M	-$4.07M	16	5.76%	Reduced
764	Chesley Taft & Associates Chicago, Illinois	$116M	+$985K	9	10.47%	Increased
765	River Road Asset Management Louisville, Kentucky	$116M	-$73.4M	3	2.24%	Reduced
766	RCM Riverhead Capital Management Wilmington, Delaware	$115M	+$1.78M	22	5.73%	Increased
767	Cannell & Spears New York	$114M	-$4.02M	5	14.13%	Reduced
768	Dividend Assets Capital Ridgeland, South Carolina	$114M	+$19M	6	4.48%	Increased
769	DF Dent & Co Baltimore, Maryland	$113M	-$2.18M	5	2.99%	Reduced
770	Oak Ridge Investments Chicago, Illinois	$113M	-$15.6M	6	3.61%	Reduced
771	Tran Capital Management San Rafael, California	$112M	-$50.3M	2	10.12%	Reduced
772	Trillium Asset Management Boston, Massachusetts	$111M	+$6.39M	8	6.65%	Increased
773	WestEnd Advisors Charlotte, North Carolina	$111M	-$10.2M	2	9.47%	Reduced
774	Sirios Capital Management Boston, Massachusetts	$111M	-$27.3M	3	5.5%	Reduced
775	DCP Darsana Capital Partners New York	$109M	-$248M	1	4.76%	Reduced