← All themes

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
951	Virtus Investment Advisers Hartford, Connecticut	$60M	+$58.7M	15	3.83%	New
952	Columbus Hill Capital Management Short Hills, New Jersey	$59.8M	-$10.5M	2	6.35%	Reduced
953	Churchill Management Los Angeles, California	$59.7M	+$43.4M	5	2.44%	Increased
954	Davidson Kempner Capital Management New York	$59.7M	+$59.7M	3	1.47%	New
955	Global Endowment Management Charlotte, North Carolina	$59.7M	+$19.4M	6	9.89%	Increased
956	Meeder Asset Management Dublin, Ohio	$59.6M	-$8.4M	16	5.06%	Reduced
957	Rothschild Investment LLC Chicago, Illinois	$59.4M	-$435K	10	7.27%	Reduced
958	Integre Asset Management New York	$59.3M	+$7.55M	11	18.38%	Increased
959	Willis Investment Counsel Gainesville, Georgia	$59.2M	+$3.34M	4	4.74%	Increased
960	Nexus Investment Management Toronto, Ontario, Canada	$58.9M	+$159K	4	10.75%	Increased
961	Greystone Managed Investments Regina, Saskatchewan, Canada	$58.7M	-$4.3M	5	2.64%	Reduced
962	Columbia Wanger Asset Management Chicago, Illinois	$58.4M	+$9.49M	1	0.77%	Increased
963	AIA (Singapore) Singapore	$58.4M	+$5.43M	2	22.88%	Increased
964	Academy Capital Management Waco, Texas	$58.4M	-$61.9K	5	15.53%	Reduced
965	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$58.3M	+$1.02M	5	7.44%	Increased
966	Payden & Rygel Los Angeles, California	$58.3M	+$7.95M	6	5.84%	Increased
967	North Star Asset Management Neenah, Wisconsin	$58.1M	-$282K	11	6.55%	Reduced
968	Kennedy Capital Management St Louis, Missouri	$58.1M	-$3.84M	10	1.12%	Reduced
969	GW Henssler & Associates Kennesaw, Georgia	$58.1M	-$2.94M	7	6.64%	Reduced
970	Northwest & Ethical Investments Toronto, Ontario, Canada	$58.1M	-$9.49M	14	4.08%	Reduced
971	Raymond James Trust St. Petersburg, Florida	$57.9M	+$1.32M	14	4.98%	Increased
972	Pensionfund DSM Netherlands Sittard, Netherlands	$57.9M	+$8.1M	6	7.76%	Increased
973	Freestone Capital Holdings Seattle, Washington	$57.6M	-$8.51M	7	5.27%	Reduced
974	Qualcomm Inc San Diego, California	$57.3M	-$6.1M	1	9.87%	Reduced
975	CA Cullinan Associates Louisville, Kentucky	$57.2M	+$282K	9	4.89%	Increased