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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
4951	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$17.2M	+$435K	9	2.18%	Increased
4952	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$17.2M	+$38.9K	11	4.24%	Increased
4953	BOC Barbara Oil Co Chicago, Illinois	$17.2M	$0	4	5.79%	Maintained
4954	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$17.2M	+$2.28M	9	9.31%	Increased
4955	AAG Asset Advisory Group Kinnelon, New Jersey	$17.2M	+$262K	11	7.51%	Increased
4956	SJL Shayne & Jacobs LLC Nashville, Tennessee	$17.2M	-$112K	4	5.09%	Reduced
4957	CPW Catalyst Private Wealth San Mateo, California	$17.1M	+$407K	11	8.28%	Increased
4958	TCP TMB Capital Partners Little Rock, Arkansas	$17.1M	-$452K	10	5.35%	Reduced
4959	SC Schulhoff & Co Cincinnati, Ohio	$17.1M	-$190K	6	6.88%	Reduced
4960	MI MMCAP International Grand Cayman, Cayman Islands	$17.1M	+$5.77M	4	1.45%	Increased
4961	AHIA Andrew Hill Investment Advisors Naples, Florida	$17.1M	-$578K	4	12.72%	Reduced
4962	HS HighVista Strategies Boston, Massachusetts	$17.1M	-$4.77M	10	3.91%	Reduced
4963	TCM Traub Capital Management Needham, Massachusetts	$17.1M	+$709K	11	15.28%	Increased
4964	EC Eleva Capital Paris, France	$17.1M	$0	2	4.98%	Maintained
4965	CCM Catalio Capital Management New York	$17.1M	+$5.39M	1	3.22%	Increased
4966	PCP Pacific Capital Partners London,	$17.1M	-$4.17M	7	14.8%	Reduced
4967	BM Berman McAleer Timonium, Maryland	$17.1M	+$1.82M	16	1.98%	Increased
4968	FCM Freshford Capital Management Rye Brook, New York	$17.1M	-$10.5M	1	5.85%	Reduced
4969	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$17.1M	+$935K	12	11.56%	Increased
4970	PC Pelham Capital London, United Kingdom	$17.1M	+$17.6M	1	9.73%	New
4971	SAMC Spectrum Asset Management (California) Newport Beach, California	$17M	-$14.1K	8	4.73%	Reduced
4972	PIA Powell Investment Advisors Miami, Florida	$17M	-$1.23M	14	5.38%	Reduced
4973	SA Sacks & Associates Warren, New Jersey	$17M	-$52.2K	11	11.49%	Reduced
4974	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$17M	-$187K	13	0.56%	Reduced
4975	PP Pingora Partners Wilson, Wyoming	$17M	-$76.4K	15	9.93%	Reduced