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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
2526	DMC Drexel Morgan & Co Radnor, Pennsylvania	$2.85M	-$69.2K	3	3.04%	Reduced
2527	KAM Kokusai Asset Management Tokyo, Japan	$2.83M	-$226K	1	2.96%	Reduced
2528	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$2.83M	+$6.17K	11	1.57%	Increased
2529	Caxton Associates (New York) New York	$2.81M	-$5.97M	1	0.12%	Reduced
2530	SGC South Georgia Capital Naperville, Illinois	$2.79M	+$1.34M	6	5.26%	Increased
2531	Lincoln National Corp Radnor, Pennsylvania	$2.78M	+$151K	4	0.22%	Increased
2532	CA Capital Advantage Walnut Creek, California	$2.77M	+$2.21M	5	1.14%	Increased
2533	AH Achievement Holdings Chicago, Illinois	$2.76M	-$2.14M	5	0.1%	Reduced
2534	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.76M	+$98.5K	3	1%	Increased
2535	SCM Stuyvesant Capital Management Armonk, New York	$2.75M	$0	1	6.27%	Maintained
2536	SGA Strategic Global Advisors Newport Beach, California	$2.75M	-$277K	5	2.03%	Reduced
2537	PG Proffitt & Goodson Knoxville, Tennessee	$2.74M	+$25.7K	2	1.6%	Increased
2538	ICM IMS Capital Management Portland, Oregon	$2.73M	+$367K	5	3.06%	Increased
2539	HCM Hall Capital Management Barrington, Rhode Island	$2.72M	-$533K	3	2.82%	Reduced
2540	FC Fayerweather Charles	$2.71M	+$934K	6	6.79%	Increased
2541	OC Oakworth Capital Birmingham, Alabama	$2.69M	+$813K	12	1.25%	Increased
2542	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$2.68M	-$8.15M	1	5.2%	Reduced
2543	SRAM Stone Ridge Asset Management New York	$2.67M	-$29.6K	9	6.68%	Reduced
2544	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$2.67M	+$2.82M	2	1.77%	Increased
2545	CFA Camarda Financial Advisors Fleming Island, Florida	$2.66M	+$675K	9	1.48%	Increased
2546	LMAM Legg Mason Asset Management Tokyo, Japan	$2.66M	-$619K	4	2.17%	Reduced
2547	PG Portola Group San Jose, California	$2.65M	+$2.53M	1	3.28%	New
2548	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.65M	-$102K	3	2.72%	Reduced
2549	C CFO4Life Coppell, Texas	$2.63M	-$466K	3	2.19%	Reduced
2550	FAM Foothills Asset Management Scottsdale, Arizona	$2.63M	+$92.4K	1	2.13%	Increased