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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
3051	CPL Capital & Planning LLC Jonesboro, Georgia	$55.4M	+$3.23M	9	28.61%	Increased
3052	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$55.3M	$0	8	13.05%	Maintained
3053	MAM MWA Asset Management Lexington, Massachusetts	$55.3M	-$3.25M	14	24.99%	Reduced
3054	MW Maia Wealth Denver, Colorado	$55.3M	+$141K	17	8.14%	Increased
3055	UI Untitled Investments New York	$55.3M	-$8.87M	4	21.5%	Reduced
3056	NPPM North Point Portfolio Managers Orange Village, Ohio	$55.1M	+$9.32M	7	9.1%	Increased
3057	BB Berkshire Bank Pittsfield, Massachusetts	$55.1M	-$3.15M	11	10.51%	Reduced
3058	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$55.1M	+$1.11M	7	16.86%	Increased
3059	QFW QTR Family Wealth Lake Mary, Florida	$55.1M	+$787K	22	19.2%	Increased
3060	NSB Norway Savings Bank Portland, Maine	$55.1M	+$48.1K	12	23.1%	Increased
3061	PCM Poehling Capital Management Madison, Wisconsin	$55M	+$2.52M	17	11.8%	Increased
3062	GCP GSA Capital Partners London, United Kingdom	$55M	-$6.03M	49	3.47%	Reduced
3063	TA Tectonic Advisors Frisco, Texas	$54.9M	-$2.66M	8	2.64%	Reduced
3064	Fidelity National Financial Jacksonville, Florida	$54.9M	+$20.7M	3	1.73%	Increased
3065	MAC Mason & Associates (California) Los Angeles, California	$54.8M	-$1.44M	10	8.85%	Reduced
3066	T TOBAM Paris, France	$54.8M	-$7.76M	13	13.3%	Reduced
3067	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$54.7M	+$4.47M	16	15.57%	Increased
3068	OAM Oak Asset Management Westlake Village, California	$54.7M	+$624K	10	17.58%	Increased
3069	NME Notis-McConarty Edward	$54.7M	-$296K	7	23.61%	Reduced
3070	RIM Redwood Investment Management Scottsdale, Arizona	$54.6M	+$822K	14	5.42%	Increased
3071	1W 1776 Wealth Atlanta, Georgia	$54.6M	+$1.4M	13	19.26%	Increased
3072	FCM Fire Capital Management San Francisco, California	$54.6M	+$624K	11	22.22%	Increased
3073	WPC White Pine Capital Bloomington, Minnesota	$54.5M	+$680K	15	12.89%	Increased
3074	PC Panoramic Capital Larkspur, California	$54.5M	+$34M	9	23.46%	Increased
3075	HBK Investments Dallas, Texas	$54.5M	-$670K	5	0.53%	Reduced