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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
3376	QI Quilter Investors London, United Kingdom	$2.78M	-$3.3M	1	2.67%	Reduced
3377	SCA Sippican Capital Advisors Boston, Massachusetts	$2.78M	+$512K	2	3.27%	Increased
3378	RAM Riggs Asset Management Dallas, Pennsylvania	$2.77M	+$120K	10	1.55%	Increased
3379	GS Gagnon Securities New York	$2.77M	+$620K	3	0.6%	Increased
3380	BFA Brendel Financial Advisors Hanover, New Hampshire	$2.76M	-$1.8M	2	2.67%	Reduced
3381	WSL Western Standard LLC Los Angeles, California	$2.74M	-$753K	1	2.03%	Reduced
3382	SM SG3 Management Dorado, Puerto Rico	$2.74M	+$1M	6	0.3%	Increased
3383	Townsend & Associates Westminster, Colorado	$2.73M	+$274K	2	2.08%	Increased
3384	CreativeOne Wealth Overland Park, Kansas	$2.72M	+$629K	3	0.57%	Increased
3385	WA WESPAC Advisors Orinda, California	$2.72M	-$719K	5	2.03%	Reduced
3386	FNC First National Corp Rockland, Massachusetts	$2.71M	-$103K	5	1.12%	Reduced
3387	Mountain Pacific Investment Advisers Boise, Idaho	$2.7M	+$501K	3	0.24%	Increased
3388	Crescent Grove Advisors Lake Forest, Illinois	$2.7M	-$36.6K	4	0.51%	Reduced
3389	Willow Creek Wealth Management Sebastopol, California	$2.69M	+$202K	5	1.29%	Increased
3390	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$2.68M	-$210K	4	9.2%	Reduced
3391	HFA High Falls Advisors Rochester, New York	$2.68M	-$198K	3	0.87%	Reduced
3392	IDA Intelligence Driven Advisers Carlsbad, California	$2.66M	-$88K	6	1.27%	Reduced
3393	CC Claybrook Capital Wellesley, Massachusetts	$2.66M	-$190K	2	1.4%	Reduced
3394	CC Chanos & Company New York	$2.65M	+$2.51M	1	1.28%	New
3395	SIC Shoker Investment Counsel Oxford, Ohio	$2.62M	-$1.19M	3	1.92%	Reduced
3396	AF AMG Funds Stamford, Connecticut	$2.62M	-$839K	4	2.8%	Reduced
3397	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$2.62M	+$822K	4	2.22%	Increased
3398	MF MHI Funds Woodstock, New York	$2.61M	-$23.4K	1	3.06%	Reduced
3399	Towercrest Capital Management Newtown, Pennsylvania	$2.61M	+$107K	4	0.74%	Increased
3400	TWM Titus Wealth Management Larskpur, California	$2.6M	+$70.8K	5	2.57%	Increased