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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	Greenleaf Trust Kalamazoo, Michigan	$521M	+$11.5M	22	4.64%	Increased
652	Tokio Marine Asset Management Tokyo, Japan	$521M	+$16.4M	20	22.85%	Increased
653	Freestone Capital Holdings Seattle, Washington	$520M	+$4.29M	15	17.88%	Increased
654	Sanibel Captiva Trust Company Sanibel, Florida	$520M	-$3.87M	17	16.65%	Reduced
655	Axxcess Wealth Management Carlsbad, California	$511M	+$939K	25	12.55%	Increased
656	Dana Investment Advisors Waukesha, Wisconsin	$511M	+$919K	21	16.91%	Increased
657	CA Cornerstone Advisors Asheville, North Carolina	$511M	+$9.96M	13	20.19%	Increased
658	Livforsakringsbolaget Skandia Stockholm, Sweden	$509M	+$151M	22	27.35%	Increased
659	Congress Wealth Management Boston, Massachusetts	$507M	+$83M	19	6.76%	Increased
660	DAM Davis Asset Management Sausalito, California	$506M	$0	3	20.26%	Maintained
661	MC Martin Currie Edinburgh, United Kingdom	$503M	-$37.5M	3	17.85%	Reduced
662	OA Oak Associates Akron, Ohio	$499M	-$5.37M	15	33.55%	Reduced
663	Stonegate Investment Group Birmingham, Alabama	$498M	+$32.6M	14	13.12%	Increased
664	NIEF Nalanda India Equity Fund Mauritius	$497M	$0	1	82.3%	Maintained
665	HC Henshaw Capital Woburn, Massachusetts	$496M	-$281K	11	20.77%	Reduced
666	Capital Fund Management (CFM) Paris, France	$495M	+$140M	22	1.35%	Increased
667	Crake Asset Management London, United Kingdom	$495M	-$344M	4	60.74%	Reduced
668	Carnegie Investment Counsel Pepper Pike, Ohio	$492M	+$2.31M	18	14.48%	Increased
669	Choreo LLC Rockford, Illinois	$491M	+$54.9M	28	7.2%	Increased
670	Perigon Wealth Management San Francisco, California	$490M	-$23.8M	25	12.95%	Reduced
671	Vinva Investment Management Sydney, Australia	$490M	+$56.2M	20	20.69%	Increased
672	FMI F/M Investments Washington, District of Columbia	$489M	-$906K	14	15.38%	Reduced
673	Kayne Anderson Rudnick Investment Management Los Angeles, California	$488M	-$30.5M	25	1.08%	Reduced
674	Chilton Capital Management Houston, Texas	$478M	+$26.9M	19	19.81%	Increased
675	MAMU Marathon Asset Management (UK) London, United Kingdom	$475M	-$58.4M	6	13.12%	Reduced