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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.

268 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
1126	KFS Kurt F. Somerville	$36.8M	+$1.57M	7	8.27%	Increased
1127	Rosenblum Silverman Sutton San Francisco, California	$36.7M	+$36.4M	7	17.64%	New
1128	SIG Schaller Investment Group Winston Salem, North Carolina	$36.7M	-$102K	4	27.21%	Reduced
1129	Guardian Capital (Canada) Toronto, Ontario, Canada	$36.7M	+$5.57M	7	0.6%	Increased
1130	NBT Bank Norwich, New York	$36.6M	-$15.2K	7	6.4%	Reduced
1131	SIM Summitview Investment Management Grand Cayman, Cayman Islands	$36.6M	+$15.7M	1	50.46%	Increased
1132	Arrow Financial Glens Falls, New York	$36.5M	+$78.6K	9	9.52%	Increased
1133	Harvey Capital Management Palm Beach, Florida	$36.5M	+$4.13M	8	18.27%	Increased
1134	GSA Capital Partners London, United Kingdom	$36.5M	+$3.81M	19	2.02%	Increased
1135	Country Club Trust Kansas City, Missouri	$36.5M	-$726K	6	5.3%	Reduced
1136	QCI Asset Management Pittsford, New York	$36.3M	+$241K	10	5.13%	Increased
1137	Buckingham Strategic Wealth Clayton, Missouri	$36.1M	-$20.4M	8	12.27%	Reduced
1138	BSPF British Steel Pension Fund London, United Kingdom	$35.9M	-$25.7M	10	5%	Reduced
1139	Rothschild Capital Partners New York	$35.8M	-$7.58M	3	13.81%	Reduced
1140	Gladstone Capital Management London, United Kingdom	$35.8M	-$15.7M	3	33.73%	Reduced
1141	Daiwa SB Investments Tokyo, Japan	$35.7M	+$9.38M	10	10.32%	Increased
1142	Calamos Wealth Management Naperville, Illinois	$35.6M	+$946K	9	6.3%	Increased
1143	AT Bancorp Dubuque, Iowa	$35.6M	+$6.28M	9	5.29%	Increased
1144	Alerus Financial Grand Forks, North Dakota	$35.6M	+$36.1M	6	5.95%	New
1145	Adell Harriman & Carpenter Houston, Texas	$35.6M	+$990K	9	9.29%	Increased
1146	Hancock Whitney Gulfport, Mississippi	$35.5M	-$22M	8	1.48%	Reduced
1147	MIG Capital Newport Beach, California	$35.5M	+$431K	2	7.72%	Increased
1148	CWM Concert Wealth Management San Jose, California	$35.5M	+$2.16M	13	4.82%	Increased
1149	Parsons Capital Management Providence, Rhode Island	$35.5M	+$482K	9	4.82%	Increased
1150	Baskin Financial Services Toronto, Ontario, Canada	$35.3M	+$564K	4	9.98%	Increased