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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
1226	Bragg Financial Advisors Charlotte, North Carolina	$30.2M	+$1.05M	7	5.45%	Increased
1227	State of Alaska Department of Revenue Juneau, Alaska	$30.2M	+$1.03M	4	3.14%	Increased
1228	CC Cornerstone Capital Palo Alto, California	$30.1M	+$2.51M	4	6.55%	Increased
1229	Dixon Hubard Feinour & Brown Roanoke, Virginia	$30M	+$6.17M	6	9.59%	Increased
1230	Ninety One North America New York	$30M	+$12M	5	4.42%	Increased
1231	Bernzott Capital Advisors Camarillo, California	$30M	-$1.8M	3	5.86%	Reduced
1232	Birinyi Associates Westport, Connecticut	$30M	+$2.09M	7	13.1%	Increased
1233	Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$29.9M	+$24.3M	4	1.74%	Increased
1234	EastBay Asset Management New York	$29.8M	+$5.29M	2	7.37%	Increased
1235	E.S. Barr & Co Lexington, Kentucky	$29.8M	-$531K	4	3.61%	Reduced
1236	GW&K Investment Management Boston, Massachusetts	$29.7M	+$926K	4	0.61%	Increased
1237	Pictet North America Advisors Geneva 73, Switzerland	$29.7M	-$2.2M	6	6.94%	Reduced
1238	Fulton Bank Lancaster, Pennsylvania	$29.7M	+$186K	10	2.91%	Increased
1239	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$29.6M	+$1.36M	10	6.81%	Increased
1240	FPCM Financial Partners Capital Management New York	$29.6M	-$6.48M	5	7.93%	Reduced
1241	Perigon Wealth Management San Francisco, California	$29.6M	+$18M	13	7.87%	Increased
1242	ASA Armstrong Shaw Associates New Canaan, Connecticut	$29.6M	+$3.93M	2	7.54%	Increased
1243	Nelson Capital Management Menlo Park, California	$29.6M	-$60.1K	10	11.12%	Reduced
1244	CA Cornerstone Advisors Asheville, North Carolina	$29.5M	+$1.02M	8	7.3%	Increased
1245	BFO Boston Family Office Boston, Massachusetts	$29.5M	+$110K	8	3.82%	Increased
1246	Norris Perne & French Grand Rapids, Michigan	$29.5M	-$791K	4	6.35%	Reduced
1247	Eagle Ridge Investment Management Stamford, Connecticut	$29.4M	+$6.09M	6	6.75%	Increased
1248	Shufro Rose & Co New York	$29.4M	+$525K	5	3.25%	Increased
1249	Stock Yards Bank & Trust Louisville, Kentucky	$29.3M	+$2.12M	7	3.9%	Increased
1250	LT LJ Trust Reno, Nevada	$29.3M	$0	1	4.51%	Maintained