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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
2876	FA Faithward Advisors Lancaster, Pennsylvania	$62.6M	+$9.92M	15	7.64%	Increased
2877	FBT First Bank & Trust Brookings, South Dakota	$62.6M	+$1.17M	14	9.2%	Increased
2878	RFMS RWQ Financial Management Services Naples, Florida	$62.5M	+$14.2M	8	30.15%	Increased
2879	SCM Sitrin Capital Management Century City, California	$62.4M	-$4.2M	9	27.67%	Reduced
2880	IIWM Investment Insight Wealth Management North Massapequa, New York	$62.3M	+$246K	9	54.02%	Increased
2881	VC Vicus Capital State College, Pennsylvania	$62.3M	-$287K	14	4.02%	Reduced
2882	SCM Sone Capital Management New York	$62.2M	+$5.23M	4	4.74%	Increased
2883	PTEAP Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland	$62.2M	$0	1	20.99%	Maintained
2884	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$62.2M	+$3.38M	17	24.95%	Increased
2885	BHC Bull Harbor Capital Bethesda, Maryland	$62.2M	+$4.11M	22	12.13%	Increased
2886	GAAM Guinness Atkinson Asset Management Pasadena, California	$62.2M	+$2.82M	12	27.88%	Increased
2887	AHL Abel Hall LLC Baton Rouge, Louisiana	$62.1M	+$6.73M	36	10.73%	Increased
2888	RC Riposte Capital New York	$62.1M	+$341K	4	13.78%	Increased
2889	DWM Ducere Wealth Management Newport Beach, California	$62M	+$9.38M	16	18.65%	Increased
2890	CW Channel Wealth Santa Barbara, California	$61.9M	+$3.21M	12	13.89%	Increased
2891	FIB First Interstate Bank Billings, Montana	$61.9M	-$1.44M	14	3.23%	Reduced
2892	AA Altman Advisors Chicago, Illinois	$61.9M	+$6.26M	11	22.22%	Increased
2893	HCCM Hudson Canyon Capital Management New York	$61.9M	-$839K	9	33.11%	Reduced
2894	AC Annandale Capital Dallas, Texas	$61.8M	+$9.45M	8	8.43%	Increased
2895	PAM Paradigm Asset Management New York	$61.8M	+$679K	19	13.2%	Increased
2896	JKA Jones Kertz & Associates Blaine, Minnesota	$61.5M	-$3.61M	8	28.37%	Reduced
2897	PP Pacifica Partners Surrey, Canada	$61.5M	-$3.3M	17	18.54%	Reduced
2898	SSWM Strait & Sound Wealth Management San Francisco, California	$61.4M	-$2.97M	17	21.54%	Reduced
2899	WMA Wealth Management Associates Cherry Hill, New Jersey	$61.4M	+$12.6M	19	16.95%	Increased
2900	HPC Highland Peak Capital Old Greenwich, Connecticut	$61.4M	+$16.4M	1	17.86%	Increased