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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
826	Jump Financial Chicago, Illinois	$656M	-$82.1M	60	5.27%	Reduced
827	BVL Beau Ventures, LLc Pittsford, New York	$652M	+$68.4K	3	71.03%	Increased
828	Kornitzer Capital Management Shawnee Mission, Kansas	$651M	+$7.63M	28	13.59%	Increased
829	Cincinnati Insurance Fairfield, Ohio	$650M	$0	3	9.36%	Maintained
830	MC Maplelane Capital New York	$649M	+$23.3M	8	11.77%	Increased
831	Wedbush Securities Los Angeles, California	$648M	-$29.5M	53	16.73%	Reduced
832	Todd Asset Management Louisville, Kentucky	$648M	-$71.2M	12	11.51%	Reduced
833	GAMH Greenwoods Asset Management (HK) Hong Kong	$647M	-$931M	1	29.6%	Reduced
834	SGAM Smith Group Asset Management Dallas, Texas	$646M	+$94.7M	15	26.3%	Increased
835	CC Capital Counsel New York	$642M	-$58.7M	8	25.1%	Reduced
836	RWA Wealth Partners Newton, Massachusetts	$642M	+$13.9M	28	6.14%	Increased
837	ACM ASK Capital Management San Francisco, California	$640M	$0	1	88.81%	Maintained
838	MG Meritage Group San Francisco, California	$638M	+$178M	2	24.6%	Increased
839	AHC Adell Harriman & Carpenter Houston, Texas	$636M	-$17.3M	16	32.58%	Reduced
840	General Atlantic New York	$635M	+$656M	2	21.84%	Increased
841	Stock Yards Bank & Trust Louisville, Kentucky	$634M	+$4.97M	16	18.17%	Increased
842	Beck Mack & Oliver New York	$633M	-$53M	8	12.35%	Reduced
843	Miracle Mile Advisors Los Angeles, California	$633M	+$34.4M	28	7.42%	Increased
844	Vaughan David Investments Peoria, Illinois	$632M	-$14.9M	12	12.59%	Reduced
845	GTS Securities Miami, Florida	$631M	+$190M	45	13.29%	Increased
846	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$630M	+$9.32M	27	7.39%	Increased
847	SCA Snowden Capital Advisors New York	$630M	-$11.4M	41	14.88%	Reduced
848	Klingenstein Fields & Co New York	$629M	+$6.86M	12	22%	Increased
849	CSM Advisors Warrendale, Pennsylvania	$629M	-$101M	21	13.43%	Reduced
850	Wealthspire Advisors (New York) New York	$627M	+$235M	41	3.45%	Increased