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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
1226	Convergence Investment Partners Palm Beach Gardens, Florida	$35.8M	+$6.97M	13	5.28%	Increased
1227	Eagle Ridge Investment Management Stamford, Connecticut	$35.7M	+$982K	6	7.94%	Increased
1228	Mizuho Securities USA New York	$35.7M	+$19.4M	3	2.97%	Increased
1229	Palisade Asset Management Minneapolis, Minnesota	$35.7M	-$30.2K	4	6.65%	Reduced
1230	Pictet North America Advisors Geneva 73, Switzerland	$35.7M	+$2.2M	6	8.5%	Increased
1231	Brown Advisory Securities Baltimore, Maryland	$35.6M	+$114K	11	10.38%	Increased
1232	Keeley Asset Management Chicago, Illinois	$35.4M	+$5.8M	2	1.5%	Increased
1233	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$35.3M	+$10.6M	6	4.01%	Increased
1234	LT LJ Trust Reno, Nevada	$35.2M	+$2.26M	1	4.81%	Increased
1235	Cooper Investors Melbourne, Victoria, Australia	$35.2M	-$74.6K	3	6.92%	Reduced
1236	J.M. Forbes & Co Boston, Massachusetts	$35.2M	+$5.7M	6	9.61%	Increased
1237	Schonfeld Strategic Advisors New York	$35.1M	+$17.2M	17	5.96%	Increased
1238	MIM Marco Investment Management Atlanta, Georgia	$35.1M	-$1.89M	9	6.29%	Reduced
1239	De Burlo Group Boston, Massachusetts	$35.1M	+$1.32M	6	9.72%	Increased
1240	ShearLink Capital New York	$35M	+$4.6M	1	11.09%	Increased
1241	Albion Financial Group Salt Lake City, Utah	$34.8M	+$8.77M	6	5.96%	Increased
1242	Capital Investment Advisors Atlanta, Georgia	$34.8M	+$1.04M	7	3.07%	Increased
1243	Foundry Partners Minneapolis, Minnesota	$34.8M	-$2.64M	5	1.83%	Reduced
1244	Ally Financial Detroit, Michigan	$34.7M	-$27.9M	6	6.1%	Reduced
1245	Valley Wealth Managers Paramus, New Jersey	$34.7M	+$478K	8	5.11%	Increased
1246	Perigon Wealth Management San Francisco, California	$34.7M	+$1.66M	14	8.92%	Increased
1247	CC Cornerstone Capital Palo Alto, California	$34.6M	-$239K	4	7.48%	Reduced
1248	Beacon Trust Morristown, New Jersey	$34.6M	-$723K	6	5.79%	Reduced
1249	Buckingham Capital Management (New York) New York	$34.5M	+$1.57M	3	4.31%	Increased
1250	Angelo Gordon & Co New York	$34.4M	+$34.1M	2	2.6%	New