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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
976	TGI Tradewinds Global Investors Los Angeles, California	$49.5M	+$4.32M	5	3.21%	Increased
977	Jones Financial Companies Des Peres, Missouri	$49.2M	+$236K	7	0.21%	Increased
978	Osborne Partners Capital Management San Francisco, California	$49.2M	-$1.41M	8	7.34%	Reduced
979	Veritas Investment Management (UK) London, United Kingdom	$48.9M	+$1.75M	5	22.69%	Increased
980	Cypress Funds Los Angeles, California	$48.6M	-$3.3M	3	11.48%	Reduced
981	Fairfield, Bush & Co Darien, Connecticut	$48.3M	+$1.92M	8	16.77%	Increased
982	Praesidium Investment Management Company New York	$48.3M	-$1.34M	1	4.21%	Reduced
983	Chilton Investment Company Stamford, Connecticut	$48.2M	+$44.7M	4	1.71%	Increased
984	Huber Capital Management El Segundo, California	$48.2M	-$2.22M	3	1.98%	Reduced
985	Bridger Management New York	$48.1M	$0	1	3.1%	Maintained
986	LHC Levy Harkins & Co New York	$48M	+$2.07M	4	21.72%	Increased
987	Needham Investment Management New York	$48M	+$110K	5	13.25%	Increased
988	Dowling & Yahnke San Diego, California	$47.9M	+$1.25M	11	5.75%	Increased
989	DS Dalal Street West Lake Hills, Texas	$47.9M	$0	1	16.16%	Maintained
990	Franklin Street Advisors Chapel Hill, North Carolina	$47.8M	+$2.99M	9	9.07%	Increased
991	Montag & Associates Atlanta, Georgia	$47.8M	+$13.3M	8	6.31%	Increased
992	Clal Insurance Tel-Aviv, Israel	$47.6M	+$5.17M	3	1.21%	Increased
993	Maryland Capital Management Towson, Maryland	$47.6M	-$4.43M	5	7.49%	Reduced
994	SD Sumway Development Shanghai, China	$47.6M	+$39.9M	1	24.45%	Increased
995	Capital Investment Services of America Milwaukee, Wisconsin	$47.3M	-$4.64M	5	9.01%	Reduced
996	Maj Invest Holding A/S Copenhagen K, Denmark	$47.3M	+$3M	4	8.32%	Increased
997	Jay A. Fishman Ltd Troy, Michigan	$47.2M	-$275K	4	11.97%	Reduced
998	Kelly Lawrence W & Associates Pasadens, California	$47.2M	+$18.5K	8	10.91%	Increased
999	Zweig Advisers Hartford, Connecticut	$47.1M	-$29.4M	6	8.04%	Reduced
1000	Symphony Asset Management San Francisco, California	$47M	+$2.18M	7	5.07%	Increased