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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
676	Perigon Wealth Management San Francisco, California	$732M	-$773K	33	14.92%	Reduced
677	CA Cornerstone Advisors Asheville, North Carolina	$732M	-$967K	13	24.12%	Reduced
678	DP DDD Partners Bellevue, Washington	$731M	+$508M	10	46.46%	Increased
679	Heritage Investors Management Corp Bethesda, Maryland	$731M	-$11.2M	14	21.85%	Reduced
680	Kingsview Wealth Management Grants Pass, Oregon	$729M	+$109M	38	11.13%	Increased
681	Alpha Cubed Investments Irvine, California	$728M	-$29.7M	20	25.38%	Reduced
682	Parallel Advisors San Francisco, California	$727M	+$11.8M	71	13.31%	Increased
683	OHIF Oriental Harbor Investment Fund Hong Kong	$721M	+$47.7M	7	55.79%	Increased
684	Disciplined Growth Investors Minneapolis, Minnesota	$719M	+$84.8M	7	13.03%	Increased
685	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$719M	-$2.52M	8	39.4%	Reduced
686	SAM Synergy Asset Management Vancouver, Washington	$719M	+$491M	14	26.03%	Increased
687	Advisors Asset Management Monument, Colorado	$716M	+$2.01M	47	12.15%	Increased
688	Benjamin Edwards Inc Clayton, Missouri	$715M	+$79M	29	8.08%	Increased
689	Equitable Holdings New York	$713M	+$38.7M	38	5.24%	Increased
690	Beck Mack & Oliver New York	$708M	-$59.5M	8	12.88%	Reduced
691	Coldstream Capital Management Bellevue, Washington	$708M	+$37.9M	33	9.53%	Increased
692	Brandywine Global Investment Management Philadelphia, Pennsylvania	$705M	+$47.9M	11	4.84%	Increased
693	Leonteq Securities AG Zurich, Switzerland	$705M	+$97M	45	21.37%	Increased
694	MFAM Motley Fool Asset Management Alexandria, Virginia	$701M	-$2.65M	12	28.94%	Reduced
695	DAM Davis Asset Management Sausalito, California	$700M	$0	3	24.92%	Maintained
696	MGCM Mane Global Capital Management New York	$699M	+$77.9M	9	31.79%	Increased
697	Vest Financial Mclean, Virginia	$697M	+$97M	17	9.1%	Increased
698	Skye Global Management West Palm Beach, Florida	$696M	+$602K	4	13.93%	Increased
699	Concurrent Investment Advisors Tampa, Florida	$695M	+$32.9M	44	11.92%	Increased
700	Gradient Investments Arden Hills, Minnesota	$694M	+$19M	15	11.59%	Increased