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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
2976	TG TLP Group Evanston, Illinois	$2.08M	+$1.29M	11	1.31%	Increased
2977	HIC Harvey Investment Company Louisville, Kentucky	$2.08M	-$131K	2	0.41%	Reduced
2978	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$2.08M	-$19.1K	4	2.16%	Reduced
2979	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.07M	-$18.3K	2	1.09%	Reduced
2980	SAM Steinberg Asset Management New York	$2.06M	-$932	1	0.73%	Reduced
2981	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$2.05M	$0	1	0.94%	Maintained
2982	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$2.04M	-$6.52K	2	0.85%	Reduced
2983	MLIC Mandatum Life Insurance Company Helsinki, Finland	$2.02M	-$75.9K	4	0.27%	Reduced
2984	OCG Opus Capital Group Cincinnati, Ohio	$2M	-$113K	3	0.45%	Reduced
2985	SAM Summit Asset Management Memphis, Tennessee	$1.99M	+$48.1K	2	1%	Increased
2986	FA Fortis Advisors Wayne, Pennsylvania	$1.99M	-$35.6K	9	1.38%	Reduced
2987	HWP Hefty Wealth Partners Auburn, Indiana	$1.97M	+$442K	7	1.3%	Increased
2988	AW Alpha Windward Westwood, Massachusetts	$1.96M	-$548K	10	1.21%	Reduced
2989	MFP Michael F. Price	$1.95M	-$971K	1	0.27%	Reduced
2990	FA FMA Advisory Harrisburg, Pennsylvania	$1.93M	-$977K	4	1.13%	Reduced
2991	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.93M	-$24.9K	14	0.79%	Reduced
2992	PAM Peninsula Asset Management Bradenton, Florida	$1.93M	-$47.4K	1	1.41%	Reduced
2993	BI Bramshill Investments Naples, Florida	$1.91M	-$71.3K	2	0.57%	Reduced
2994	MCM MV Capital Management Bethesda, Maryland	$1.91M	-$161K	12	0.54%	Reduced
2995	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.91M	$0	7	1.75%	Maintained
2996	FM Forward Management San Francisco, California	$1.9M	+$33.6K	1	0.21%	Increased
2997	Blackhill Capital Morristown, New Jersey	$1.9M	+$278K	4	0.36%	Increased
2998	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.9M	-$97.3K	3	6.67%	Reduced
2999	TIM Tortoise Investment Management White Plains, New York	$1.9M	+$361K	12	0.58%	Increased
3000	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.9M	-$408K	3	0.21%	Reduced