← 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
3051	LM Luminus Management Houston, Texas	$1.57M	+$1.65M	1	0.04%	New
3052	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.56M	-$219K	1	1.33%	Reduced
3053	DCM Dimension Capital Management Coral Gables, Florida	$1.54M	+$156K	4	0.48%	Increased
3054	FPB First PREMIER Bank Sioux Falls, South Dakota	$1.51M	+$57.2K	7	1.06%	Increased
3055	PG Proffitt & Goodson Knoxville, Tennessee	$1.51M	-$86.3K	1	0.66%	Reduced
3056	AMG Asset Management Group Stamford, Connecticut	$1.5M	-$41K	3	0.56%	Reduced
3057	FBFS First Business Financial Services Madison, Wisconsin	$1.49M	-$456K	3	0.3%	Reduced
3058	RC Reik & Co New York	$1.49M	+$45.3K	2	0.5%	Increased
3059	LC Landaas & Company Milwaukee, Wisconsin	$1.49M	+$1.49M	8	1.31%	New
3060	YCM Yakira Capital Management Westport, Connecticut	$1.48M	-$332K	2	0.49%	Reduced
3061	BF Blankinship & Foster Solana Beach, California	$1.47M	-$4.18K	3	1.09%	Reduced
3062	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.47M	+$29K	12	0.52%	Increased
3063	BP BBR Partners New York	$1.46M	+$447K	5	0.31%	Increased
3064	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$1.45M	-$95.2K	3	0.95%	Reduced
3065	FAG Financial Advisory Group Houston, Texas	$1.44M	+$75K	4	0.49%	Increased
3066	Himalaya Capital Management Seattle, Washington	$1.44M	$0	1	18.08%	Maintained
3067	DDC Daniel Devine & Co Parkland, Florida	$1.43M	-$93.2K	1	1.09%	Reduced
3068	VI Versor Investments New York	$1.42M	-$149K	3	0.46%	Reduced
3069	RAM Riggs Asset Management Dallas, Pennsylvania	$1.42M	$0	10	0.64%	Maintained
3070	DE Day & Ennis Macon, Georgia	$1.41M	-$707K	2	1.25%	Reduced
3071	BWM BigSur Wealth Management Miami, Florida	$1.4M	-$1.27M	2	1.41%	Reduced
3072	GIPM G2 Investment Partners Management New York	$1.39M	-$3.73M	1	0.55%	Reduced
3073	GBA Garrison Bradford & Associates New York	$1.38M	+$188K	3	1.15%	Increased
3074	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.38M	+$144K	10	1.04%	Increased
3075	RSA Robertson Stephens Advisors San Francisco, California	$1.38M	-$475K	3	1.19%	Reduced