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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
2626	CRCM Cat Rock Capital Management Greenwich, Connecticut	$74.8M	-$154M	1	17.36%	Reduced
2627	TW Titan Wealth St Peter Port,	$74.6M	+$12.9M	11	27.71%	Increased
2628	SP SmartHarvest Portfolios Poulsbo, Washington	$74.6M	+$2.43M	25	24.12%	Increased
2629	TSW Three Seasons Wealth Salt Lake City, Utah	$74.5M	+$28.1M	18	6.78%	Increased
2630	FA Fedenia Advisers Madison, Wisconsin	$74.4M	+$41.8M	24	17.68%	Increased
2631	SOAMC Spirit of America Management Corp Syosset, New York	$74.4M	-$461K	15	14.03%	Reduced
2632	Pentwater Capital Management Naples, Florida	$74.4M	+$41.1M	4	0.45%	Increased
2633	BFO Biltmore Family Office Charlotte, North Carolina	$74.4M	-$2.51M	14	9.77%	Reduced
2634	MFS Mattson Financial Services Kentwood, Michigan	$74.3M	+$5.26M	12	15.54%	Increased
2635	RA Range Advisory Mclean, Virginia	$74.3M	+$18.5M	19	8.84%	Increased
2636	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$74.2M	+$4.35M	31	7.15%	Increased
2637	ZIG Zullo Investment Group Scranton, Pennsylvania	$74.2M	-$473K	18	25.32%	Reduced
2638	AWM Absher Wealth Management Chapel Hill, North Carolina	$74.2M	-$1.15M	6	8.44%	Reduced
2639	DAC Dutch Asset Corp Selkirk, New York	$74.1M	+$2.22M	15	36.88%	Increased
2640	Sax Wealth Advisors Parsippany, New Jersey	$74.1M	+$12.1M	18	3.01%	Increased
2641	LT Legacy Trust Grand Rapids, Michigan	$74M	-$11.8M	15	13.08%	Reduced
2642	WJS William John Sempolinski Easton, Massachusetts	$74M	-$2.63M	12	29.87%	Reduced
2643	PSP Principal Street Partners Memphis, Tennessee	$74M	+$355K	18	10.84%	Increased
2644	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$73.9M	-$1.86M	7	14.8%	Reduced
2645	SP Stablepoint Partners Braintree, Massachusetts	$73.9M	-$650K	16	10.22%	Reduced
2646	KCM Kendall Capital Management Rockville, Maryland	$73.8M	-$436K	10	12.3%	Reduced
2647	CCM Carderock Capital Management Chevy Chase, Maryland	$73.7M	-$6.34M	4	16.17%	Reduced
2648	RFA Resurgent Financial Advisors Atlanta, Georgia	$73.7M	+$16.2M	18	20.49%	Increased
2649	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$73.6M	-$7.84M	9	13.94%	Reduced
2650	AFC AFT Forsyth & Company West Palm Beach, Florida	$73.6M	-$10.3M	10	35.4%	Reduced