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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
776	Birch Hill Investment Advisors Boston, Massachusetts	$153M	-$717K	9	10.13%	Reduced
777	DACG Donor Advised Charitable Giving San Francisco, California	$153M	+$27.5M	3	82.58%	Increased
778	Atria Investments Charlotte, North Carolina	$152M	+$52.1M	25	4.12%	Increased
779	Segantii Capital Management Hong Kong	$152M	+$57.4M	1	11.04%	Increased
780	CS McKee Pittsburgh, Pennsylvania	$152M	-$16.3M	7	13.88%	Reduced
781	Mercer Global Advisors Denver, Colorado	$151M	+$9.04M	23	3.03%	Increased
782	Granite Investment Partners El Segundo, California	$151M	-$1.09M	11	7.12%	Reduced
783	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$151M	+$3.35M	5	21.71%	Increased
784	Raymond James Trust St. Petersburg, Florida	$151M	+$1.41M	16	7.18%	Increased
785	Fiduciary Management Inc Milwaukee, Wisconsin	$150M	-$1.05M	1	0.93%	Reduced
786	PVH Psagot Value Holdings Tel Aviv, Israel	$150M	-$15.8M	17	5.08%	Reduced
787	F.L. Putnam Investment Management Lynnfield, Massachusetts	$150M	+$1.98M	12	9.19%	Increased
788	Scout Investments Kansas City, Missouri	$150M	+$22.5M	7	2.9%	Increased
789	Chesley Taft & Associates Chicago, Illinois	$148M	-$1.19M	9	10.68%	Reduced
790	Philadelphia Trust Company Philadelphia, Pennsylvania	$148M	-$1.69M	8	12.68%	Reduced
791	Moody Lynn & Lieberson Boston, Massachusetts	$148M	+$20.6M	11	14.25%	Increased
792	James Hambro & Partners London, United Kingdom	$147M	+$26.6M	5	25.01%	Increased
793	Brandes Investment Partners La Jolla, California	$147M	+$82.1M	5	3.5%	Increased
794	Veritable Wilmington, Delaware	$147M	+$3.97M	19	2.7%	Increased
795	SCCM Schafer Cullen Capital Management New York	$147M	-$5.02M	2	1.72%	Reduced
796	Oak Ridge Investments Chicago, Illinois	$146M	+$3.03M	10	10.74%	Increased
797	GCM Glynn Capital Management Menlo Park, California	$146M	-$12.7M	7	25.54%	Reduced
798	CF Cypress Funds Los Angeles, California	$146M	+$19.4M	4	27.09%	Increased
799	Lannebo Fonder Stockholm, Sweden	$146M	+$402K	9	38.62%	Increased
800	Ingalls & Snyder LLC New York	$146M	+$27.6K	13	7.9%	Increased