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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
126	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.45B	+$886M	27	6.79%	Increased
127	CIBC Private Wealth Group Atlanta, Georgia	$4.36B	+$12.1M	26	10.98%	Increased
128	Fiera Capital (Canada) Montreal, Quebec, Canada	$4.36B	-$408M	19	12.55%	Reduced
129	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.35B	+$410M	27	14.46%	Increased
130	Egerton Capital (UK) London, United Kingdom	$4.31B	+$619M	4	22.72%	Increased
131	CIBC World Markets New York	$4.29B	-$374M	21	26.78%	Reduced
132	Envestnet Asset Management Chicago, Illinois	$4.29B	+$568M	44	2.79%	Increased
133	Natixis Paris, France	$4.27B	+$652M	28	13.98%	Increased
134	Chevy Chase Trust Bethesda, Maryland	$4.24B	-$254M	18	15.13%	Reduced
135	Macquarie Group Sydney, NSW 2000, Australia	$4.23B	-$370M	43	5.99%	Reduced
136	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$4.23B	-$413M	23	9.54%	Reduced
137	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$4.17B	-$404M	23	7.33%	Reduced
138	CIBC World Market Toronto, Ontario, Canada	$4.07B	+$1.19B	24	11.86%	Increased
139	Acadian Asset Management Boston, Massachusetts	$4.05B	-$337M	38	15.73%	Reduced
140	Los Angeles Capital Management Los Angeles, California	$4.03B	-$865M	33	18.22%	Reduced
141	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$3.99B	+$842M	31	9.85%	Increased
142	1832 Asset Management Toronto, Ontario, Canada	$3.91B	-$338M	21	8.45%	Reduced
143	KBC Group Brussels, Belgium	$3.91B	+$213M	31	15.82%	Increased
144	VVP Vulcan Value Partners Birmingham, Alabama	$3.9B	+$857M	7	23.04%	Increased
145	STRS Ohio Columbus, Ohio	$3.82B	-$141M	41	14.37%	Reduced
146	Davis Selected Advisers Tucson, Arizona	$3.78B	-$89M	8	16.55%	Reduced
147	Harding Loevner Bridgewater, New Jersey	$3.73B	+$111M	9	14.6%	Increased
148	Federated Hermes Pittsburgh, Pennsylvania	$3.73B	-$289M	39	7.23%	Reduced
149	Fayez Sarofim & Co Houston, Texas	$3.67B	-$16.8M	11	13.49%	Reduced
150	DSM Capital Partners Palm Beach Gardens, Florida	$3.66B	+$30.3M	6	38.91%	Increased