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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.

269 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
851	Paloma Partners Greenwich, Connecticut	$74.3M	-$23.7M	24	0.93%	Reduced
852	Motley Fool Wealth Management Alexandria, Virginia	$74.3M	-$281K	5	7.84%	Reduced
853	First Citizens Bank & Trust Raleigh, North Carolina	$74.3M	-$11.4M	12	6.77%	Reduced
854	Oakmont Corp Los Angeles, California	$74.2M	+$29.7M	2	11.76%	Increased
855	Veritable Wilmington, Delaware	$73.9M	+$4.11M	17	1.85%	Increased
856	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$73.9M	+$5.6M	10	4.94%	Increased
857	EGM Espalier Global Management New York	$73.9M	+$69.3M	12	23.95%	Increased
858	LS Investment Advisors Bloomfield Hills, Michigan	$73.4M	-$4.22M	26	5.39%	Reduced
859	Dividend Assets Capital Ridgeland, South Carolina	$73.1M	-$32.1K	5	2.32%	Reduced
860	SKBA Capital Management San Francisco, California	$73M	-$14.9M	4	8.16%	Reduced
861	CCM Cadence Capital Management Boston, Massachusetts	$73M	+$91.4K	17	5.33%	Increased
862	ALPS Advisors Denver, Colorado	$73M	+$5.28M	12	0.6%	Increased
863	Caledonia Investments plc (UK) London England, United Kingdom	$72.6M	$0	2	25.21%	Maintained
864	Howland Capital Management Boston, Massachusetts	$72.6M	-$367K	6	6.75%	Reduced
865	Eastern Bank Boston, Massachusetts	$72.5M	+$1.57M	8	5.82%	Increased
866	Glynn Capital Management Menlo Park, California	$72.4M	-$835K	5	22.89%	Reduced
867	Waters Parkerson & Co New Orleans, Louisiana	$71.9M	-$320K	6	7.36%	Reduced
868	Palladium Partners Norfolk, Virginia	$71.8M	+$2.86M	7	6.28%	Increased
869	Richard Bernstein Advisors New York	$71.7M	-$1.77M	11	6.83%	Reduced
870	WMS Partners Towson, Maryland	$71.7M	-$63.8K	7	9.61%	Reduced
871	Tower Bridge Advisors Conshohocken, Pennsylvania	$71.6M	+$4M	9	8.72%	Increased
872	RWWM Inc Rocklin, California	$71.5M	+$1.82M	2	28.16%	Increased
873	First Allied Advisory Services San Diego, California	$71.4M	-$1.52M	14	3.79%	Reduced
874	Darrell & King Charlottesville, Virginia	$70.9M	-$12.4M	4	12.2%	Reduced
875	Sumitomo Life Insurance Tokyo, Japan	$70.8M	-$7.6M	15	10.51%	Reduced