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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
651	Stonegate Investment Group Birmingham, Alabama	$409M	-$95.1K	13	13.53%	Reduced
652	Bailard Foster City, California	$409M	-$5.16M	20	12.1%	Reduced
653	CA Cornerstone Advisors Asheville, North Carolina	$408M	-$22.1M	14	17.95%	Reduced
654	Driehaus Capital Management Chicago, Illinois	$408M	-$445K	16	4.91%	Reduced
655	Coldstream Capital Management Bellevue, Washington	$408M	+$14.1M	23	11.4%	Increased
656	Slate Path Capital New York	$407M	+$130M	3	9.03%	Increased
657	ExodusPoint Capital Management New York	$406M	+$7.84M	39	2.67%	Increased
658	FAM Foxhaven Asset Management Charlottesville, Virginia	$406M	+$62.7M	2	11.65%	Increased
659	Starboard Value New York	$404M	-$43.9M	1	8.41%	Reduced
660	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$404M	-$8.06M	5	27.51%	Reduced
661	Todd Asset Management Louisville, Kentucky	$400M	+$9.89M	12	8.81%	Increased
662	OA Oak Associates Akron, Ohio	$397M	+$8.89M	15	29.99%	Increased
663	Independent Advisor Alliance Charlotte, North Carolina	$394M	+$13.3M	25	14.19%	Increased
664	Select Equity Group New York	$391M	-$65.2M	7	1.39%	Reduced
665	Gotham Asset Management New York	$390M	-$13.9M	34	7.23%	Reduced
666	Laird Norton Wetherby Trust Company Seattle, Washington	$390M	+$101M	4	46.04%	Increased
667	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$388M	-$2.44M	7	19.31%	Reduced
668	MVIP Mar Vista Investment Partners Los Angeles, California	$386M	+$3.2M	5	17.6%	Increased
669	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$386M	-$12.2M	27	10.38%	Reduced
670	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$385M	-$110K	15	11.84%	Reduced
671	InterOcean Capital Group Nashville, Tennessee	$385M	+$1.63M	16	10.35%	Increased
672	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$385M	-$3.21M	28	6.77%	Reduced
673	Twin Tree Management Dallas, Texas	$385M	-$6.88M	19	0.74%	Reduced
674	Cetera Advisors Denver, Colorado	$384M	+$12M	30	5.32%	Increased
675	Martingale Asset Management Boston, Massachusetts	$384M	+$33.8M	18	7.83%	Increased