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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
176	William Blair Investment Management Chicago, Illinois	$2.09B	-$15.3M	11	8.31%	Reduced
177	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.07B	+$11.1M	25	9.14%	Increased
178	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.06B	-$589M	21	20.01%	Reduced
179	CI Investments Inc Toronto, Ontario, Canada	$2.03B	-$43.5M	19	10.32%	Reduced
180	Brown Brothers Harriman & Co New York	$2.01B	-$19.4M	25	12.82%	Reduced
181	Fayez Sarofim & Co Houston, Texas	$1.99B	-$37.8M	10	9.59%	Reduced
182	Two Sigma Advisers New York	$1.98B	-$863M	32	4.59%	Reduced
183	Sustainable Growth Advisers Stamford, Connecticut	$1.96B	-$24.4M	6	18.32%	Reduced
184	Envestnet Asset Management Chicago, Illinois	$1.93B	+$140M	36	2.04%	Increased
185	CIBC World Markets New York	$1.92B	+$480M	18	12.47%	Increased
186	ACI AMP Capital Investors Sydney, Australia	$1.92B	+$10.5M	24	10.52%	Increased
187	KBC Group Brussels, Belgium	$1.91B	+$106M	27	12.05%	Increased
188	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.86B	+$233M	25	11.37%	Increased
189	USS Investment Management London, United Kingdom	$1.85B	-$296M	12	17.99%	Reduced
190	Baird Financial Group Milwaukee, Wisconsin	$1.84B	-$6.74M	22	6.59%	Reduced
191	Ruane, Cunniff & Goldfarb New York	$1.81B	-$45.1M	4	22.35%	Reduced
192	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.81B	-$105M	24	14.2%	Reduced
193	Assenagon Asset Management Senningerberg, Luxembourg	$1.8B	-$131M	19	11.29%	Reduced
194	Lord, Abbett & Co Jersey City, New Jersey	$1.79B	+$227M	20	5.97%	Increased
195	Calamos Advisors Naperville, Illinois	$1.77B	-$41.5M	19	8.73%	Reduced
196	AIG American International Group New York	$1.76B	+$6.38M	42	6.79%	Increased
197	CIBC World Market Toronto, Ontario, Canada	$1.74B	+$401M	21	7.1%	Increased
198	Mirae Asset Global Investments Seoul, South Korea	$1.72B	-$48.2M	28	10.69%	Reduced
199	Causeway Capital Management Los Angeles, California	$1.72B	+$145M	4	18.49%	Increased
200	AustralianSuper Melbourne, Australia	$1.68B	-$54.3M	7	14.15%	Reduced