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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
2576	AC Amiya Capital London, United Kingdom	$2.46M	-$5.19M	4	11.87%	Reduced
2577	SFM Signature Financial Management Norfolk, Virginia	$2.44M	+$304K	6	1.58%	Increased
2578	Brookstone Capital Management Wheaton, Illinois	$2.43M	+$630K	6	0.37%	Increased
2579	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2.43M	+$841K	6	1.83%	Increased
2580	Financial Engines Advisors Santa Clara, California	$2.43M	-$466K	1	2.06%	Reduced
2581	VEPM Vista Equity Partners Management San Francisco, California	$2.42M	+$2.25M	1	1.38%	New
2582	TMC Trellus Management Company Delray Beach, Florida	$2.42M	+$1.62M	5	2.87%	Increased
2583	Mariner Independent Advisor Network Overland Park, Kansas	$2.41M	-$1.63M	3	1.35%	Reduced
2584	PC Palo Capital Newport Beach, California	$2.4M	+$551K	2	1.96%	Increased
2585	UFG United Fire Group Cedar Rapids, Iowa	$2.4M	$0	4	1.01%	Maintained
2586	IAS INR Advisory Services Media, Pennsylvania	$2.4M	$0	2	0.42%	Maintained
2587	EPM Equitec Proprietary Markets Chicago, Illinois	$2.39M	-$12.1M	2	0.19%	Reduced
2588	HCM Harvest Capital Management Concord, New Hampshire	$2.39M	-$140K	4	1.05%	Reduced
2589	BC Beaconlight Capital New York	$2.36M	+$2.6M	1	2.19%	New
2590	DLHL Donald L. Hagan LLC Sarasota, Florida	$2.36M	+$352K	5	2.35%	Increased
2591	Koshinski Asset Management Decatur, Illinois	$2.36M	-$327K	5	1.53%	Reduced
2592	HCP Holt Capital Partners Fort Worth, Texas	$2.35M	+$68.7K	4	0.96%	Increased
2593	SSG Summit Securities Group New York	$2.35M	-$15.9M	7	1.76%	Reduced
2594	GAMA Graticule Asia Macro Advisors New York	$2.34M	+$2.63M	1	0.31%	New
2595	EAMA EFG Asset Management (Americas) Miami, Florida	$2.33M	+$1M	5	1.82%	Increased
2596	MCTP MPAM Credit Trading Partners Cleveland, Ohio	$2.33M	+$2.53M	1	1.65%	New
2597	WCM Washington Capital Management Seattle, Washington	$2.33M	-$1.04M	2	1.34%	Reduced
2598	HCM Highline Capital Management New York	$2.32M	+$2.28M	1	0.11%	New
2599	NI Nuance Investments Kansas City, Missouri	$2.32M	+$2.25M	1	0.23%	New
2600	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$2.32M	+$20K	5	1.1%	Increased