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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
2676	FWC First Washington Corp Seattle, Washington	$72.2M	-$4.96M	9	17.59%	Reduced
2677	CIC Canal Insurance Company Greenville, South Carolina	$72.2M	$0	4	15.81%	Maintained
2678	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$72.1M	-$4.32M	9	12.92%	Reduced
2679	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$72M	+$2.73M	21	4.62%	Increased
2680	SFG Sovereign Financial Group Stamford, Connecticut	$72M	+$49.3K	20	11%	Increased
2681	Waratah Capital Advisors Toronto, Ontario, Canada	$71.9M	+$72M	6	2.45%	Increased
2682	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$71.9M	+$1.44M	21	6.47%	Increased
2683	CCM CoreView Capital Management Hong Kong	$71.9M	+$77.3M	2	13.14%	New
2684	RB Rodgers Brothers Harmony, Pennsylvania	$71.9M	-$1.32M	14	6.97%	Reduced
2685	PIM Peregrine Investment Management Toronto, Ontario, Canada	$71.8M	+$25.5M	7	30.6%	Increased
2686	AFS Aft Forsyth & Sober Valrico, Florida	$71.8M	-$6.99M	9	22.43%	Reduced
2687	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$71.8M	-$55.2K	5	8.69%	Reduced
2688	HA HHLR Advisors Grand Cayman, Cayman Islands	$71.8M	-$284M	4	8.62%	Reduced
2689	HW HORAN Wealth Cincinnati, Ohio	$71.6M	-$31.1M	11	8.95%	Reduced
2690	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$71.5M	+$3.99M	15	7.89%	Increased
2691	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$71.3M	-$1.97M	13	10.11%	Reduced
2692	HA Herold Advisors New York	$71.3M	+$342K	16	14.09%	Increased
2693	AA Altrafin AG Zurich,	$71.3M	-$24.5M	6	27.91%	Reduced
2694	ACM Arini Captial Management London, United Kingdom	$71.1M	+$69.4M	5	7.3%	New
2695	FWM Finer Wealth Management Salem, Massachusetts	$71M	-$1.51M	12	31.74%	Reduced
2696	SFM Stack Financial Management Whitefish, Montana	$71M	+$1.04M	3	5.54%	Increased
2697	FAM Fairtree Asset Management Bellville, Cape Town, South Africa	$70.9M	+$4.66M	12	27.18%	Increased
2698	SI Shaker Investments Cleveland, Ohio	$70.8M	+$3.99M	12	25.46%	Increased
2699	EI Ellevest Inc New York	$70.7M	+$860K	23	8.34%	Increased
2700	HEM Henson-Edgewater Management Avon, Ohio	$70.7M	+$1.51M	11	36.8%	Increased