← All themes

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
2751	VWM Vector Wealth Management Minneapolis, Minnesota	$2.43M	-$61.7K	4	1.67%	Reduced
2752	CBA Coastal Bridge Advisors Westport, Connecticut	$2.43M	+$13.7K	4	1.18%	Increased
2753	CPA Columbia Pacific Advisors Seattle, Washington	$2.41M	+$2.34M	2	1.51%	New
2754	CCM Chickasaw Capital Management Memphis, Tennessee	$2.38M	-$10.2K	3	0.05%	Reduced
2755	TL Tirschwell & Loewy New York	$2.38M	$0	2	0.4%	Maintained
2756	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$2.38M	-$147K	2	1.58%	Reduced
2757	KCP Keane Capital Partners Charlotte, North Carolina	$2.37M	-$186K	1	4.24%	Reduced
2758	TF Trutina Financial Bellevue, Washington	$2.35M	-$642K	1	3.02%	Reduced
2759	OCG Opus Capital Group Cincinnati, Ohio	$2.34M	+$366K	3	0.48%	Increased
2760	SIA Starfire Investment Advisers Southfield, Michigan	$2.34M	+$97	5	1.38%	Increased
2761	KSA Ken Stern & Associates San Diego, California	$2.33M	-$8.68K	4	1.61%	Reduced
2762	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.32M	-$366K	2	2.71%	Reduced
2763	SS Sunbelt Securities Houston, Texas	$2.32M	-$273K	4	2.8%	Reduced
2764	EDRPMB Edmond de Rothschild Private Merchant Banking London, United Kingdom	$2.32M	+$17.9K	4	8.53%	Increased
2765	DIP DT Investment Partners Chadds Ford, Pennsylvania	$2.28M	+$111K	2	0.59%	Increased
2766	RO Reservoir Operations New York	$2.27M	$0	1	2.67%	Maintained
2767	HCM Highlander Capital Management Short Hills, New Jersey	$2.27M	-$11.9K	9	2.03%	Reduced
2768	VAM Verity Asset Management Durham, North Carolina	$2.27M	+$1.19M	3	2.11%	Increased
2769	HCM Harvest Capital Management Concord, New Hampshire	$2.26M	+$208K	4	1.03%	Increased
2770	CCM CWH Capital Management Spokane, Washington	$2.25M	+$847	1	1.55%	Increased
2771	CP Camelot Portfolios Maumee, Ohio	$2.24M	-$245K	2	1.2%	Reduced
2772	PCM Perkins Capital Management Wayzata, Minnesota	$2.24M	+$210K	3	2.24%	Increased
2773	HCM Horrell Capital Management Little Rock, Arkansas	$2.23M	+$593K	5	1.4%	Increased
2774	CIA CSat Investment Advisory Detroit, Michigan	$2.23M	-$1.03M	2	8.32%	Reduced
2775	RA Rational Advisors Huntington, New York	$2.2M	+$384K	7	1.45%	Increased