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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
1176	Delta Asset Management Memphis, Tennessee	$39.6M	+$18.8K	14	6.75%	Increased
1177	Arvest Bank Trust Division Dewey, Oklahoma	$39.6M	+$13.8M	4	3.29%	Increased
1178	GAMCO Investors Greenwich, Connecticut	$39.4M	-$19.1M	10	0.26%	Reduced
1179	Buckingham Strategic Wealth Clayton, Missouri	$39.4M	-$1.04M	8	13.32%	Reduced
1180	Calamos Wealth Management Naperville, Illinois	$39.4M	-$1.02M	8	6.73%	Reduced
1181	YHB Investment Advisors West Hartford, Connecticut	$39.4M	-$6.46M	9	9.5%	Reduced
1182	Hancock Whitney Gulfport, Mississippi	$39.3M	-$1.25M	7	1.55%	Reduced
1183	Halsey Associates New Haven, Connecticut	$39.2M	-$298K	5	8.49%	Reduced
1184	Taconic Capital Advisors New York	$39.2M	+$39.7M	1	4.84%	New
1185	Baldwin Wealth Partners Marion, Massachusetts	$39M	+$29.4M	13	7.08%	Increased
1186	Dalton Investments Las Vegas, Nevada	$38.8M	+$6.26M	3	15.69%	Increased
1187	GoodHaven Capital Management Millburn, New Jersey	$38.8M	-$1.36M	4	12.95%	Reduced
1188	Cortina Asset Management Milwaukee, Wisconsin	$38.7M	-$903K	4	1.67%	Reduced
1189	Dixon Hubard Feinour & Brown Roanoke, Virginia	$38.6M	+$4.77M	8	11.96%	Increased
1190	Grimes & Company Westborough, Massachusetts	$38.5M	+$1.67M	8	5.15%	Increased
1191	PDT Partners New York	$38.5M	+$7.57M	5	2.25%	Increased
1192	Parsons Capital Management Providence, Rhode Island	$38.4M	+$105K	10	5.18%	Increased
1193	Lebenthal Asset Management New York	$38.4M	-$5.85M	20	4.98%	Reduced
1194	Baskin Financial Services Toronto, Ontario, Canada	$38.1M	+$178K	3	9.99%	Increased
1195	OCMI Oaktop Capital Management II Chatham, New Jersey	$37.9M	+$3.77M	3	8.86%	Increased
1196	SCM Steadfast Capital Management New York	$37.7M	-$20.3M	1	0.67%	Reduced
1197	Edgar Lomax Company Kingstowne, Virginia	$37.7M	-$50.7K	2	2.33%	Reduced
1198	Leuthold Group Minneapolis, Minnesota	$37.7M	+$6.9M	8	3.96%	Increased
1199	Arrow Financial Glens Falls, New York	$37.6M	-$1.78M	10	9.57%	Reduced
1200	Stoneridge Investment Partners Radnor, Pennsylvania	$37.6M	-$11.9M	9	5.45%	Reduced