← 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
576	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$974M	+$42.3M	26	23.28%	Increased
577	Atria Investments Charlotte, North Carolina	$965M	+$28.2M	40	11.02%	Increased
578	Dai-ichi Life Insurance Company Tokyo, Japan	$957M	+$33.8M	20	23.99%	Increased
579	Stratos Wealth Partners Beachwood, Ohio	$950M	+$63.6M	40	11.21%	Increased
580	Construction & Building Unions Superannuation Fund Melbourne, Australia	$947M	-$16.7M	14	34.51%	Reduced
581	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$947M	-$12.6M	22	12.33%	Reduced
582	Brevan Howard Capital Management St. Helier, Jersey	$938M	+$7.91M	40	4.19%	Increased
583	HB Wealth Management Atlanta, Georgia	$934M	+$87.4M	34	6.33%	Increased
584	Fuller & Thaler Asset Management San Mateo, California	$934M	+$120M	19	3.17%	Increased
585	Metis Global Partners San Diego, California	$933M	-$37.6M	22	21.96%	Reduced
586	Perfromance Wealth Partners Hinsdale, Illinois	$923M	+$31.4M	15	25.76%	Increased
587	Riverbridge Partners Minneapolis, Minnesota	$919M	-$44.6M	8	15.5%	Reduced
588	SA Situational Awareness San Francisco, California	$915M	+$148M	3	22.11%	Increased
589	Walleye Trading New York	$914M	+$565M	33	1.39%	Increased
590	Chicago Capital Chicago, Illinois	$903M	-$35.4M	19	22.23%	Reduced
591	Adams Diversified Equity Fund Baltimore, Maryland	$903M	-$20.3M	11	30.42%	Reduced
592	Busey Bank Urbana, Illinois	$899M	-$10.6M	16	25.06%	Reduced
593	Capital Group Private Client Services Los Angeles, California	$897M	-$1.47B	10	15%	Reduced
594	Associated Banc-Corp Green Bay, Wisconsin	$894M	+$3.01M	14	23.52%	Increased
595	Rakuten Investment Management Tokyo, Japan	$894M	+$1.37B	27	3.18%	New
596	Guinness Asset Management London, United Kingdom	$890M	-$44.7M	10	14.19%	Reduced
597	MC Maplelane Capital New York	$888M	+$338M	9	21.21%	Increased
598	Braun Stacey Associates New York	$888M	-$11.5M	12	29.08%	Reduced
599	Evelyn Partners Investment Management London,	$887M	-$6.01M	16	25.19%	Reduced
600	Advisory Services Network Atlanta, Georgia	$886M	+$4.45M	87	13%	Increased