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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
3076	HAM Hillcrest Asset Management Plano, Texas	$3.62M	+$4.87M	1	0.68%	New
3077	AIC Aurora Investment Counsel Atlanta, Georgia	$3.62M	-$996K	3	1.76%	Reduced
3078	PCM Perkins Capital Management Wayzata, Minnesota	$3.62M	+$803K	4	2.59%	Increased
3079	I2I Insight 2811 Inc Chicago, Illinois	$3.61M	+$142K	6	2.5%	Increased
3080	DDC Daniel Devine & Co Parkland, Florida	$3.6M	+$22.6K	2	2.88%	Increased
3081	Fairview Capital Investment Management Greenbrae, California	$3.59M	-$133K	3	0.21%	Reduced
3082	PL Polianta Ltd St Helier, Jersey	$3.59M	-$588K	3	1.12%	Reduced
3083	Premier Fund Managers Guildford, United Kingdom	$3.58M	+$157K	1	2.15%	Increased
3084	AGA Accuvest Global Advisors Provo, Utah	$3.58M	+$3.51M	5	1.39%	Increased
3085	Rock Springs Capital Management Baltimore, Maryland	$3.56M	+$952K	1	0.14%	Increased
3086	IWA Intercontinental Wealth Advisors San Antonio, Texas	$3.56M	-$259K	6	1.98%	Reduced
3087	Forte Capital Rochester, New York	$3.54M	-$17.3K	3	1.39%	Reduced
3088	SAM Shamrock Asset Management Dallas, Texas	$3.54M	+$4.35K	8	2.16%	Increased
3089	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$3.54M	-$3.22M	1	0.75%	Reduced
3090	Nations Financial Group Cedar Rapids, Iowa	$3.54M	+$492K	7	2.95%	Increased
3091	Armistice Capital New York	$3.53M	+$2.73M	2	0.23%	Increased
3092	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$3.53M	-$50.5K	5	2.58%	Reduced
3093	Continuum Advisory Eagle, Idaho	$3.52M	+$133K	7	2.58%	Increased
3094	HWA Heritage Way Advisors Rockford, Illinois	$3.52M	-$1.68M	1	2.58%	Reduced
3095	BCP Berylson Capital Partners Boston, Massachusetts	$3.52M	+$1.47M	1	4.35%	Increased
3096	FGAM Financial Gravity Asset Management Lakeway, Texas	$3.48M	+$461K	25	3.26%	Increased
3097	MFW Mosaic Family Wealth St. Louis, Missouri	$3.48M	+$275K	18	1.32%	Increased
3098	CMO Covenant Multifamily Offices San Antonio, Texas	$3.48M	+$347K	1	1.46%	Increased
3099	Partners Value Investments Hamilton, Bermuda	$3.48M	$0	1	0.09%	Maintained
3100	SAM Silphium Asset Management London, United Kingdom	$3.47M	-$1.07M	6	1.1%	Reduced