← 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
3226	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$49M	+$2.71M	9	16.01%	Increased
3227	BMM Berkshire Money Management Dalton, Massachusetts	$49M	-$1.65M	3	4.47%	Reduced
3228	MCB Morton Community Bank East Peoria, Illinois	$48.9M	-$683K	7	9.96%	Reduced
3229	DCM Dilation Capital Management New York	$48.9M	-$11M	4	19.74%	Reduced
3230	FBC Fairfield, Bush & Co Darien, Connecticut	$48.9M	-$1.85M	12	24.04%	Reduced
3231	PWS Precision Wealth Strategies Saint Louis, Missouri	$48.9M	+$1.11M	12	14.73%	Increased
3232	AAA AG Asset Advisory Los Angeles, California	$48.8M	+$299K	3	39.51%	Increased
3233	EIP Ellis Investment Partners Berwyn, Pennsylvania	$48.8M	-$610K	14	7.4%	Reduced
3234	BBA Baker Bros. Advisors New York	$48.8M	$0	2	0.24%	Maintained
3235	VRM Vectors Research Management New York	$48.7M	-$4.06M	13	12.72%	Reduced
3236	OWA One Wealth Advisors San Francisco, California	$48.7M	-$3.77M	16	5.37%	Reduced
3237	UW Unique Wealth Clearwater, Florida	$48.6M	-$7.81M	15	5.66%	Reduced
3238	AFWM Arta Finance Wealth Management Mountain View, California	$48.6M	+$5.19M	17	20.79%	Increased
3239	ALA Atlas Legacy Advisors Los Angeles, California	$48.6M	+$12.5M	17	7.17%	Increased
3240	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$48.6M	+$22.6M	15	27.51%	Increased
3241	HFM Hartford Funds Management Wayne, Pennsylvania	$48.5M	+$5.07M	9	3.88%	Increased
3242	BFM Blacksheep Fund Management Co. Dublin, Ireland	$48.5M	$0	1	15.68%	Maintained
3243	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$48.5M	+$116K	9	12.47%	Increased
3244	PF Prosperitas Financial Valencia, California	$48.5M	+$2.57M	9	15.54%	Increased
3245	DCI Data Collective IV Palo Alto, California	$48.4M	$0	2	61.65%	Maintained
3246	HI Harper Investing Santa Clara, California	$48.4M	+$6.32M	11	16.33%	Increased
3247	SCM Summerhill Capital Management Toronto, Ontario, Canada	$48.3M	-$1.65M	4	38.6%	Reduced
3248	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$48.3M	+$296K	13	23.03%	Increased
3249	RC Renaissance Capital Stamford, Connecticut	$48.3M	+$4.14M	6	26.62%	Increased
3250	TGP TMT General Partner Hong Kong	$48.2M	$0	1	24.89%	Maintained