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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	TSS Two Sigma Securities New York	$2.03M	+$1.52M	4	2.08%	Increased
2627	MCM Millie Capital Management Walnut Creek, California	$2.01M	-$985K	2	1.88%	Reduced
2628	SAM Shamrock Asset Management Dallas, Texas	$2.01M	+$1.6M	9	0.8%	Increased
2629	SSCM Summit Street Capital Management New York	$2M	-$54.3K	1	1.79%	Reduced
2630	PIM Parasol Investment Management Westmont, Illinois	$2M	+$478K	10	1.26%	Increased
2631	DWA Dorsey Wright & Associates Pasadena, California	$2M	-$2.66M	1	0.92%	Reduced
2632	HIC Harvey Investment Company Louisville, Kentucky	$2M	-$41.3K	2	0.48%	Reduced
2633	PIM Progressive Investment Management Lake Oswego, Oregon	$1.99M	-$25.6M	3	6.88%	Reduced
2634	KSA Ken Stern & Associates San Diego, California	$1.99M	-$1.25M	2	1.49%	Reduced
2635	ECM EII Capital Management New York	$1.99M	+$452K	1	0.28%	Increased
2636	BCMNY Buckingham Capital Management (New York) New York	$1.99M	-$1.28M	1	0.17%	Reduced
2637	SG Somerset Group Wayzata, Minnesota	$1.98M	+$8.71K	2	1.77%	Increased
2638	IRS Invictus RG (Singapore) Singapore	$1.97M	+$446K	12	1.87%	Increased
2639	SIA Starfire Investment Advisers Southfield, Michigan	$1.97M	+$1.99M	4	1.29%	New
2640	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.96M	-$23.9K	9	0.92%	Reduced
2641	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.95M	+$1.96M	5	0.91%	New
2642	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.94M	+$1.35K	5	5.63%	Increased
2643	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.93M	-$6.21M	2	0.34%	Reduced
2644	Hillsdale Investment Management Toronto, Ontario, Canada	$1.92M	-$296K	10	0.49%	Reduced
2645	FIM Friedberg Investment Management Houston, Texas	$1.9M	-$30.7K	2	0.69%	Reduced
2646	NYLT New York Life Trust New York	$1.89M	-$32.2K	8	7.5%	Reduced
2647	LCG Lisanti Capital Growth New York	$1.88M	+$1.15M	1	1.07%	Increased
2648	AWM AllSquare Wealth Management Albany, New York	$1.88M	+$85.5K	9	1.79%	Increased
2649	KS Karpas Strategies Litchfield, Connecticut	$1.87M	+$1.57K	2	0.91%	Increased
2650	K Kemper Chicago, Illinois	$1.86M	$0	1	0.58%	Maintained