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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
2501	CAM Costello Asset Management Feasterville, Pennsylvania	$83.3M	+$1.48M	24	25%	Increased
2502	VAM VMS Asset Management Hong Kong,	$83M	+$41.9M	7	26.34%	Increased
2503	MKC M. Kraus & Co Shelburne, Vermont	$82.9M	+$3.9M	7	21.99%	Increased
2504	CCP Cane Capital Partners Saint Francisville, Louisiana	$82.8M	-$14.2M	19	32.74%	Reduced
2505	BWM Bosman Wealth Management Redlands, California	$82.7M	-$945K	15	51.28%	Reduced
2506	MCI McDonald Capital Investors Orinda, California	$82.6M	-$6.12M	2	6.03%	Reduced
2507	ML McAdam LLC Philadelphia, Pennsylvania	$82.5M	+$4.36M	30	3.19%	Increased
2508	LCM Lionstone Capital Management New York	$82.5M	$0	1	18.97%	Maintained
2509	RAM Riggs Asset Management Dallas, Pennsylvania	$82.4M	-$133K	14	14.71%	Reduced
2510	CWM Cordatus Wealth Management Newtown, Pennsylvania	$82.4M	-$113K	7	18.09%	Reduced
2511	TC TFR Capital Plano, Texas	$82.3M	-$1.09M	16	23.18%	Reduced
2512	MWA Miller Wealth Advisors Ridgeway, Colorado	$82.3M	-$43.8M	11	34.78%	Reduced
2513	DWM Drive Wealth Management Lehi, Utah	$82.2M	+$2.44M	26	14.65%	Increased
2514	PA Paragon Advisors College Station, Texas	$82.2M	-$3.68M	11	17.26%	Reduced
2515	TPWA TRUE Private Wealth Advisors Salem, Oregon	$82.1M	+$7.91M	20	7.09%	Increased
2516	EWM Elevatus Welath Management Victor, New York	$82.1M	+$30.8M	20	19.96%	Increased
2517	Twin Tree Management Dallas, Texas	$81.9M	+$3.5M	22	1.54%	Increased
2518	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$81.7M	+$88.4K	14	22.01%	Increased
2519	SIC Sigma Investment Counselors Northville, Michigan	$81.7M	-$6.33M	12	3.98%	Reduced
2520	BP BBR Partners New York	$81.5M	-$409K	13	3.82%	Reduced
2521	CWM Chemistry Wealth Management New York	$81.5M	-$3.02M	12	13.03%	Reduced
2522	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$81.3M	+$4.77M	26	14.7%	Increased
2523	MC Miramar Capital Northbrook, Illinois	$81.2M	-$5.78M	4	17.85%	Reduced
2524	BFF Byrne Financial Freedom Franklin, Massachusetts	$81.1M	+$2.28M	16	31.66%	Increased
2525	GEM Global Endowment Management Charlotte, North Carolina	$81.1M	-$1.53M	5	8.22%	Reduced