← All themes

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
926	Quest Investment Management Lake Oswego, Oregon	$74.2M	-$6M	6	9.87%	Reduced
927	Raymond James Trust St. Petersburg, Florida	$73.9M	+$410K	16	5.52%	Increased
928	RIG Roosevelt Investment Group New York	$73.8M	-$5.8M	7	6.79%	Reduced
929	Parsec Financial Management Asheville, North Carolina	$73.8M	+$232K	8	5.84%	Increased
930	IFP Advisors Tampa, Florida	$73.4M	-$2.34M	32	3.11%	Reduced
931	Boston Common Asset Management Boston, Massachusetts	$73.4M	-$7.59M	10	9.66%	Reduced
932	MUFG Securities EMEA London, United Kingdom	$73.3M	-$33.9M	4	2.74%	Reduced
933	VAM ValueInvest Asset Management Luxembourg	$73.2M	-$3.93M	1	4.52%	Reduced
934	Boston Financial Management Boston, Massachusetts	$73.1M	+$276K	8	5.25%	Increased
935	Reynders McVeigh Capital Management Boston, Massachusetts	$72.9M	+$2.05M	11	9.76%	Increased
936	Covington Capital Management Los Angeles, California	$72.9M	+$1.13M	12	5.89%	Increased
937	LHC Levy Harkins & Co New York	$72.8M	-$1.57M	5	25.41%	Reduced
938	MAM Mastrapasqua Asset Management Nashville, Tennessee	$72.8M	-$7.18M	11	15.7%	Reduced
939	CAM Centre Asset Management New York	$72.8M	+$2.16M	5	19.4%	Increased
940	Colony Group Boston, Massachusetts	$72.7M	+$12.9M	13	5.18%	Increased
941	Moody Lynn & Lieberson Boston, Massachusetts	$72.5M	+$11.3M	8	9.53%	Increased
942	Jag Capital Management St Louis, Missouri	$72.5M	+$14.8M	11	14.5%	Increased
943	Clarkston Capital Partners Rochester, Michigan	$72.1M	+$2.38M	7	3.22%	Increased
944	Crestwood Advisors Group Boston, Massachusetts	$71.8M	-$3.34M	7	6.11%	Reduced
945	BG Bollard Group Boston, Massachusetts	$71.8M	+$28.9M	10	3.88%	Increased
946	Steward Partners Investment Advisory New York	$71.7M	+$14.8M	20	8.06%	Increased
947	Avenir Corporation Alexandria, Virginia	$71.7M	-$1.8M	1	6.32%	Reduced
948	Standard Investments New York	$71.6M	+$11.1M	1	10.26%	Increased
949	Citizens Financial Group Providence, Rhode Island	$71.3M	-$871K	13	6.3%	Reduced
950	VCM Violich Capital Management San Francisco, California	$71.2M	-$361K	5	20.79%	Reduced