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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	InterOcean Capital Chicago, Illinois	$45.1M	+$1.24M	7	7.41%	Increased
1177	Capital Investment Advisors Atlanta, Georgia	$45M	-$1.16M	8	3.23%	Reduced
1178	Telemus Capital Southfield, Michigan	$45M	+$672K	13	4.54%	Increased
1179	Dubuque Bank & Trust Dubuque, Iowa	$45M	-$851K	16	9.8%	Reduced
1180	RegentAtlantic Capital Morristown, New Jersey	$45M	-$1.78M	10	4.09%	Reduced
1181	Stock Yards Bank & Trust Louisville, Kentucky	$44.9M	+$1.15M	7	5.44%	Increased
1182	Polaris Wealth Advisory Group San Rafael, California	$44.8M	-$38.5M	7	5.1%	Reduced
1183	Campbell Newman Asset Management Milwaukee, Wisconsin	$44.5M	+$186K	6	8.01%	Increased
1184	Vident Investment Advisory Alpharetta, Georgia	$44.3M	+$11.9M	12	3.67%	Increased
1185	Oslo Pensjonsforsikring Oslo,	$44.3M	+$4.73M	2	20.65%	Increased
1186	Champlain Investment Partners Burlington, Vermont	$44.2M	+$4.88M	1	0.54%	Increased
1187	Stewart & Patten Company Lafayette, California	$44.2M	-$2.04M	6	8.22%	Reduced
1188	NatWest Group Edinburgh, Scotland, United Kingdom	$44.1M	-$399K	4	10.22%	Reduced
1189	Goelzer Investment Management Carmel, Indiana	$44.1M	-$4.49M	8	5.41%	Reduced
1190	C.M. Bidwell & Associates Honolulu, Hawaii	$44M	-$1.16M	11	9.39%	Reduced
1191	Sadoff Investment Management Milwaukee, Wisconsin	$44M	+$417K	4	4.17%	Increased
1192	HighTower Trust Houston, Texas	$43.9M	+$5.33M	6	5.04%	Increased
1193	Cipher Capital New York	$43.7M	+$5.41M	10	3.42%	Increased
1194	Halsey Associates New Haven, Connecticut	$43.7M	-$1.85M	5	8.96%	Reduced
1195	Seminole Management New York	$43.6M	-$26M	2	10.69%	Reduced
1196	RCIM Russell Clark Investment Management London, United Kingdom	$43.5M	+$9.9M	5	12.16%	Increased
1197	GW&K Investment Management Boston, Massachusetts	$43.4M	-$5.18M	2	0.75%	Reduced
1198	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$43.4M	+$874K	2	9.36%	Increased
1199	Brown Advisory Securities Baltimore, Maryland	$43.4M	+$2.44M	10	9.98%	Increased
1200	1ST Source Bank South Bend, Indiana	$43.4M	+$222K	9	3.74%	Increased