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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
2726	Gemmer Asset Management Walnut Creek, California	$3.98M	+$267K	20	1.77%	Increased
2727	SC US (TTGP) Menlo Park, California	$3.98M	$0	1	1.03%	Maintained
2728	SC Schulhoff & Co Cincinnati, Ohio	$3.96M	+$82.8K	3	2.44%	Increased
2729	DRD Dennis R. Delaney	$3.95M	-$159K	6	8.25%	Reduced
2730	GIM Guild Investment Management Los Angeles, California	$3.93M	+$1.42M	3	3.83%	Increased
2731	Glassman Wealth Services Vienna, Virginia	$3.91M	+$450K	20	2.71%	Increased
2732	NIS National Investment Services Milwaukee, Wisconsin	$3.9M	+$111K	2	3.9%	Increased
2733	Creative Financial Designs Kokomo, Indiana	$3.9M	+$744K	14	2.8%	Increased
2734	PI Pettee Investors Rowayton, Connecticut	$3.9M	+$8.2K	4	3.52%	Increased
2735	GC Gratry & Company Beachwood, Ohio	$3.89M	-$1.66M	5	4.77%	Reduced
2736	GCA Gideon Capital Advisors New York	$3.86M	+$475K	8	2.3%	Increased
2737	Financial Engines Advisors Santa Clara, California	$3.86M	-$1.08M	6	0.18%	Reduced
2738	Jacobi Capital Management Pittston, Pennsylvania	$3.84M	+$971K	18	1.97%	Increased
2739	WFG Wills Financial Group Richmond, Virginia	$3.81M	+$788K	3	2.91%	Increased
2740	IP Investment Partners New Philadelphia, Ohio	$3.8M	-$237K	4	3.66%	Reduced
2741	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$3.79M	+$139K	4	3.43%	Increased
2742	Miller Investment Management West Conshohocken, Pennsylvania	$3.79M	$0	3	1.38%	Maintained
2743	PCM Perritt Capital Management Chicago, Illinois	$3.79M	+$294K	4	0.96%	Increased
2744	Hillsdale Investment Management Toronto, Ontario, Canada	$3.79M	-$1.07M	11	0.75%	Reduced
2745	IFS Ifrah Financial Services Little Rock, Arkansas	$3.78M	-$322K	6	1.52%	Reduced
2746	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$3.78M	$0	2	1.97%	Maintained
2747	LCM Lucas Capital Management Red Bank, New Jersey	$3.75M	+$158K	5	2.78%	Increased
2748	Wilkins Investment Counsel Boston, Massachusetts	$3.74M	-$325K	3	1.2%	Reduced
2749	FIM Fruth Investment Management Houston, Texas	$3.7M	-$111K	4	1.73%	Reduced
2750	Drexel Morgan & Co Radnor, Pennsylvania	$3.7M	-$34.1K	3	4.09%	Reduced