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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
1201	CA Cornerstone Advisors Asheville, North Carolina	$37.6M	+$4.68M	8	9.55%	Increased
1202	Roffman Miller Associates Philadelphia, Pennsylvania	$37.6M	+$422K	3	6.08%	Increased
1203	SIG Schaller Investment Group Winston Salem, North Carolina	$37.5M	-$2.63M	4	28.23%	Reduced
1204	Laird Norton Wetherby Wealth Management San Francisco, California	$37.4M	+$3.02M	17	7.57%	Increased
1205	Choate Investment Advisors Boston, Massachusetts	$37.3M	+$693K	9	2.44%	Increased
1206	Kanawha Capital Management Richmond, Virginia	$37M	+$608K	7	6.21%	Increased
1207	Echo Street Capital Management New York	$37M	+$30.2M	3	1.56%	Increased
1208	Gerstein Fisher New York	$36.9M	+$933K	14	4.55%	Increased
1209	Stratos Wealth Partners Beachwood, Ohio	$36.9M	+$444K	11	2.49%	Increased
1210	USCA RIA Houston, Texas	$36.9M	-$1.37M	10	6.11%	Reduced
1211	Baker Avenue Asset Management San Francisco, California	$36.8M	-$863K	12	5.28%	Reduced
1212	Deltec Asset Management New York	$36.8M	-$7.44M	9	8.32%	Reduced
1213	1ST Source Bank South Bend, Indiana	$36.7M	+$438K	8	3.88%	Increased
1214	Sadoff Investment Management Milwaukee, Wisconsin	$36.7M	+$277K	3	4.06%	Increased
1215	Packer & Co Cottesloe, Australia	$36.6M	$0	1	5.72%	Maintained
1216	Contrarius Investment Management St. Helier, Jersey	$36.6M	-$3.19M	3	2.69%	Reduced
1217	Fort Point Capital Partners San Francisco, California	$36.5M	-$5.22M	12	16.53%	Reduced
1218	J. Goldman & Co New York	$36.5M	+$34.3M	6	2.06%	Increased
1219	Grandfield & Dodd New York	$36.4M	+$808K	8	4.78%	Increased
1220	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$36.3M	+$187K	3	12.29%	Increased
1221	First American Bank Dundee, Illinois	$36.2M	+$1.44M	7	3.32%	Increased
1222	CK Cohen Klingenstein New York	$36.2M	+$371K	11	6.28%	Increased
1223	AC Amici Capital New York	$36.1M	-$26.8M	2	9.43%	Reduced
1224	First Midwest Bank Trust Division Joliet, Illinois	$36M	-$733K	13	4.48%	Reduced
1225	Rice Hall James & Associates San Diego, California	$35.9M	-$2.59M	5	1.88%	Reduced