← 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
2976	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$58.3M	+$1.39M	7	29.71%	Increased
2977	CE Cornerstone Enterprises Appleton, Wisconsin	$58.2M	+$432K	9	26.57%	Increased
2978	ACA Atlas Capital Advisors Jackson, Wyoming	$58.2M	-$23.5M	26	6.37%	Reduced
2979	MAM Maytree Asset Management Hong Kong	$58.2M	-$1.05M	13	37.78%	Reduced
2980	CST Charles Schwab Trust Henderson, Nevada	$58.1M	-$1.85M	10	3.24%	Reduced
2981	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$58M	-$1.06M	14	8.39%	Reduced
2982	AIP Arrowpoint Investment Partners Singapore	$57.9M	+$41.2M	12	12.62%	Increased
2983	WRPWM Werba Rubin Papier Wealth Management San Jose, California	$57.9M	-$4.55M	21	7.03%	Reduced
2984	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$57.9M	+$11.4M	8	15.22%	Increased
2985	ERP Eldred Rock Partners San Antonio, Texas	$57.9M	+$2.96M	3	12.44%	Increased
2986	AI AXS Investments Port Chester, New York	$57.9M	+$1.05M	15	16.4%	Increased
2987	Vanguard National Trust Malvern, Pennsylvania	$57.8M	+$1.32M	25	3.15%	Increased
2988	GFM GCQ Funds Management Sydney, Australia	$57.8M	+$5.18M	1	8.01%	Increased
2989	AB Atlas Brown Louisville, Kentucky	$57.8M	+$780K	15	15.51%	Increased
2990	RAM Ramirez Asset Management New York	$57.7M	+$17.6M	16	6.01%	Increased
2991	CP Canopy Partners Cincinnati, Ohio	$57.6M	+$178K	20	17.34%	Increased
2992	CH Cromwell Holdings Jackson, Wyoming	$57.6M	+$1.99M	36	25.87%	Increased
2993	ACM Alcosta Capital Management San Ramon, California	$57.6M	-$3.44M	5	38.99%	Reduced
2994	AFM Aspetuck Financial Management Westport, Connecticut	$57.5M	+$480K	9	33.87%	Increased
2995	CPA Capital Performance Advisors Walnut Creek, California	$57.5M	-$30.8M	20	3.71%	Reduced
2996	PFG Prosperity Financial Group San Ramon, California	$57.5M	+$3.08M	16	17.81%	Increased
2997	RCM Radnor Capital Management Wayne, Pennsylvania	$57.5M	+$893K	14	8.07%	Increased
2998	GCM Gibraltar Capital Management Tulsa, Oklahoma	$57.4M	+$3.62M	11	8.83%	Increased
2999	HL HeadInvest LLC Portland, Maine	$57.4M	+$1.3M	13	10.71%	Increased
3000	IIL Income Insurance Ltd Singapore,	$57.4M	+$390K	19	34.2%	Increased