← 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.

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
2476	KCPG Kavar Capital Partners Group Leawood, Kansas	$1.89M	+$1.82M	5	1.69%	New
2477	GOCM Grey Owl Capital Management Falls Church, Virginia	$1.88M	+$1.8M	2	2.47%	New
2478	SIC Starr International Company Zug, Switzerland	$1.88M	$0	1	0.16%	Maintained
2479	GS Gagnon Securities New York	$1.87M	-$127K	3	0.56%	Reduced
2480	RWM Raffa Wealth Management Washington, District of Columbia	$1.85M	+$1.51M	13	1.12%	New
2481	HIC Harvey Investment Company Louisville, Kentucky	$1.85M	$0	2	0.49%	Maintained
2482	LC Lubar & Co Milwaukee, Wisconsin	$1.84M	+$3.34K	2	1.43%	Increased
2483	IUAM Itau USA Asset Management New York	$1.83M	$0	5	0.48%	Maintained
2484	KS Karpas Strategies Litchfield, Connecticut	$1.83M	+$1.31K	2	1.01%	Increased
2485	SCA Secor Capital Advisors New York	$1.81M	+$1.78M	2	0.72%	New
2486	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$1.81M	+$1.64M	1	12.92%	New
2487	BEC Blue Edge Capital Richmond, Virginia	$1.8M	+$1.68M	2	1.32%	New
2488	DTL Dynamic Technology Lab Singapore	$1.8M	+$1.11M	6	1.23%	Increased
2489	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$1.78M	-$92.9K	3	0.9%	Reduced
2490	CCM Concourse Capital Management Atlanta, Georgia	$1.77M	+$1.6M	1	1.2%	New
2491	LWI Long Wharf Investors Boston, Massachusetts	$1.77M	-$133K	3	1.6%	Reduced
2492	Lincoln National Corp Radnor, Pennsylvania	$1.77M	+$1.71M	3	0.27%	New
2493	ECP Elk Creek Partners Denver, Colorado	$1.75M	+$1.73M	1	1.26%	New
2494	NYLT New York Life Trust New York	$1.73M	+$86.1K	8	7.87%	Increased
2495	FC Fayerweather Charles	$1.72M	+$80.1K	4	6.01%	Increased
2496	LCG Lisanti Capital Growth New York	$1.72M	+$1.16M	1	0.72%	New
2497	SLA Silver Lake Advisory Cottonwood Heights, Utah	$1.72M	+$1.65M	2	1.46%	New
2498	LWM Lenox Wealth Management Cincinnati, Ohio	$1.7M	+$1.58M	6	1.13%	New
2499	TL TowerView LLC New York	$1.7M	-$102K	1	0.78%	Reduced
2500	AF Aldebaran Financial	$1.69M	+$1.53M	3	1.61%	New