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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
3001	CPR CSU Producer Resources Fairfield, Ohio	$1.79M	$0	2	8.91%	Maintained
3002	GIM Guardian Investment Management Tiburon, California	$1.79M	-$117K	1	1.98%	Reduced
3003	Reinhart Partners Mequon, Wisconsin	$1.79M	-$15.3M	4	0.18%	Reduced
3004	ACP Arcus Capital Partners Atlanta, Georgia	$1.77M	-$1.47M	5	1.12%	Reduced
3005	RSA Robertson Stephens Advisors San Francisco, California	$1.76M	-$1.5M	4	1.58%	Reduced
3006	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.76M	+$601K	4	1.63%	Increased
3007	OA Opes Advisors Cupertino, California	$1.75M	+$384K	6	1.09%	Increased
3008	AIM Acrospire Investment Management Chicago, Illinois	$1.75M	+$595K	27	1.64%	Increased
3009	FRM Fox Run Management Greenwich, Connecticut	$1.74M	-$3.15M	5	0.6%	Reduced
3010	SCG Sonata Capital Group Seattle, Washington	$1.73M	+$187K	2	1.29%	Increased
3011	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1.73M	+$256K	20	1.81%	Increased
3012	FM Forward Management San Francisco, California	$1.73M	-$33.2K	1	0.15%	Reduced
3013	CFC Coyle Financial Counsel Glenview, Illinois	$1.71M	+$1.78M	1	2.29%	New
3014	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.71M	-$38.4K	4	1%	Reduced
3015	FBFS First Business Financial Services Madison, Wisconsin	$1.71M	+$160K	4	0.35%	Increased
3016	PCM Piermont Capital Management St. Louis, Missouri	$1.71M	-$3.24M	2	0.49%	Reduced
3017	BSG Black Swift Group Boulder, Colorado	$1.7M	+$1.67M	3	0.92%	New
3018	RWG Regal Wealth Group Seal Beach, California	$1.69M	-$88.2K	9	1.31%	Reduced
3019	Ritholtz Wealth Management New York	$1.68M	+$1.55M	4	0.71%	New
3020	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$1.68M	+$62.7K	1	1.07%	Increased
3021	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.67M	+$230K	9	1.13%	Increased
3022	CCP Cyrus Capital Partners New York	$1.66M	+$1.79M	1	0.21%	New
3023	EM Emancipation Management New York	$1.65M	-$486K	3	2.72%	Reduced
3024	SLA Silver Lake Advisory Cottonwood Heights, Utah	$1.65M	+$12.4K	2	1.22%	Increased
3025	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.65M	-$3.43K	1	1.33%	Reduced