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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.

268 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
776	Scout Investments Kansas City, Missouri	$81.4M	+$13.4M	6	2.27%	Increased
777	Fuller & Thaler Asset Management San Mateo, California	$81.3M	+$46.8M	14	1.39%	Increased
778	Crawford Investment Counsel Atlanta, Georgia	$81.3M	+$3.53M	5	3.23%	Increased
779	F.L. Putnam Investment Management Lynnfield, Massachusetts	$81M	+$635K	7	9.6%	Increased
780	Ingalls & Snyder LLC New York	$80.8M	-$1.9M	9	4.77%	Reduced
781	Cullen Capital Management New York	$80.6M	-$2.15M	2	2.84%	Reduced
782	Northeast Investment Management Boston, Massachusetts	$80.5M	+$2.87M	8	8.1%	Increased
783	Van Berkom & Associates Montreal, Quebec, Canada	$80.2M	+$24.3M	2	3.67%	Increased
784	Avity Investment Management Greenwich, Connecticut	$79.7M	-$139K	6	12.78%	Reduced
785	MSD Partners New York	$79.2M	$0	1	5.16%	Maintained
786	Salem Investment Counselors Winston Salem, North Carolina	$79.1M	-$110K	10	9.49%	Reduced
787	PCM Prime Capital Management Hong Kong	$78.8M	-$17.4M	1	43.26%	Reduced
788	York Capital Management Global Advisors New York	$78.8M	-$1.4M	1	1.97%	Reduced
789	EverPoint Asset Management Stamford, Connecticut	$78.7M	-$103M	6	1.55%	Reduced
790	First National Bank of Omaha Omaha, Nebraska	$78.6M	+$5.03M	8	5.81%	Increased
791	Friess Associates Greenville, Delaware	$78.3M	-$32M	6	8%	Reduced
792	Stack Financial Management Whitefish, Montana	$78.3M	-$536K	2	9.95%	Reduced
793	RNC Capital Management Los Angeles, California	$78M	+$21.5M	9	7.29%	Increased
794	Hamlin Capital Management New York	$77.9M	+$24.8M	1	3.78%	Increased
795	Chesley Taft & Associates Chicago, Illinois	$77.8M	-$1.09M	9	7.98%	Reduced
796	Farr Miller & Washington Washington, District of Columbia	$77.4M	-$8.11M	6	8.73%	Reduced
797	SKBA Capital Management San Francisco, California	$77.2M	-$1.3M	4	7.54%	Reduced
798	First Citizens Bank & Trust Raleigh, North Carolina	$77M	+$8.53M	14	6.9%	Increased
799	Tokio Marine Asset Management Tokyo, Japan	$76.9M	-$1.08M	17	7.92%	Reduced
800	Highland Capital Management (Tennessee) Memphis, Tennessee	$76.7M	-$4.08M	12	6.62%	Reduced