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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
1151	Greenwich Wealth Management Greenwich, Connecticut	$40.8M	+$5.33M	10	7.22%	Increased
1152	Cobalt Capital Management Short Hills, New Jersey	$40.7M	-$7.52M	1	6.19%	Reduced
1153	QCI Asset Management Pittsford, New York	$40.7M	-$124K	11	5.67%	Reduced
1154	Bowen Hanes & Co Ponte Vedra Beach, Florida	$40.6M	-$726K	4	2.15%	Reduced
1155	ACN Advisor Consultant Network Cleveland, Ohio	$40.5M	+$40.1M	7	5.75%	New
1156	Country Club Trust Kansas City, Missouri	$40.5M	+$912K	7	5.75%	Increased
1157	Cypress Funds Los Angeles, California	$40.5M	-$12.6M	2	8.7%	Reduced
1158	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$40.5M	+$9.4M	1	2.22%	Increased
1159	Alerus Financial Grand Forks, North Dakota	$40.5M	+$258K	6	6.54%	Increased
1160	TAM Telemark Asset Management Boston, Massachusetts	$40.5M	-$15.9M	2	8.39%	Reduced
1161	NBT Bank Norwich, New York	$40.4M	-$49K	8	7.04%	Reduced
1162	BSPF British Steel Pension Fund London, United Kingdom	$40.4M	+$813K	10	5.2%	Increased
1163	Lagoda Investment Management New York	$40.4M	+$1.08M	3	12.14%	Increased
1164	CWM Concert Wealth Management San Jose, California	$40.3M	+$251K	17	4.9%	Increased
1165	Front Barnett Associates Chicago, Illinois	$40.3M	-$3.57M	6	7.7%	Reduced
1166	Capital Advisors Inc Tulsa, Oklahoma	$40.3M	-$121K	7	6.03%	Reduced
1167	Martin Investment Management Palm Beach Gardens, Florida	$40.2M	-$831K	3	6.62%	Reduced
1168	Peconic Partners New York	$40.2M	+$39.1M	1	5.09%	New
1169	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$40.1M	+$6.88M	5	12.83%	Increased
1170	Ninety One North America New York	$40M	+$5.79M	6	5.37%	Increased
1171	Carnegie Investment Counsel Pepper Pike, Ohio	$39.9M	+$521K	9	5.76%	Increased
1172	Thompson Investment Management Madison, Wisconsin	$39.9M	-$336K	7	7.67%	Reduced
1173	Cacti Asset Management Atlanta, Georgia	$39.8M	-$815K	5	4.06%	Reduced
1174	FineMark National Bank & Trust Fort Myers, Florida	$39.8M	+$5.79M	22	4.25%	Increased
1175	RegentAtlantic Capital Morristown, New Jersey	$39.7M	+$3.42M	9	4.1%	Increased