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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
1301	Copeland Capital Management Conshohocken, Pennsylvania	$31.5M	+$8.92M	3	2.02%	Increased
1302	SFG Sather Financial Group Victoria, Texas	$31.4M	-$395K	4	11.99%	Reduced
1303	HighTower Trust Houston, Texas	$31.4M	+$223K	4	3.52%	Increased
1304	BFO Boston Family Office Boston, Massachusetts	$31.2M	+$262K	8	4.05%	Increased
1305	Bank of Hawaii Honolulu, Hawaii	$31.1M	+$715K	11	2.87%	Increased
1306	Zuckerman Investment Group Chicago, Illinois	$31.1M	+$105K	3	8.24%	Increased
1307	Ledyard National Bank	$31M	+$3.04M	14	5.53%	Increased
1308	Appleton Partners Boston, Massachusetts	$30.9M	-$970K	9	5.83%	Reduced
1309	FPFS First Personal Financial Services Charlotte, North Carolina	$30.9M	+$3.92M	17	9%	Increased
1310	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$30.8M	+$349K	11	6.93%	Increased
1311	AssetMark Inc Concord, California	$30.6M	+$1.14M	19	0.47%	Increased
1312	Nuveen Fund Advisors Chicago, Illinois	$30.5M	-$1.5M	9	4.26%	Reduced
1313	ARMC American Research & Management Company Marion, Massachusetts	$30.5M	+$16.3M	11	11.14%	Increased
1314	Murphy Capital Management Bedminster, New Jersey	$30.5M	-$435K	8	4.72%	Reduced
1315	Webster Bank Waterbury, Connecticut	$30.5M	+$608K	9	4.43%	Increased
1316	Cobblestone Capital Advisors Rochester, New York	$30.5M	-$258K	9	4.31%	Reduced
1317	FCM Investments Dallas, Texas	$30.4M	+$364K	10	17.04%	Increased
1318	LHC Lodge Hill Capital New York	$30.4M	-$3.68M	3	3.71%	Reduced
1319	ACG Wealth Atlanta, Georgia	$30.3M	+$3.13M	11	6.45%	Increased
1320	CWM Catamount Wealth Management Westport, Connecticut	$30.3M	+$1.81M	10	26.01%	Increased
1321	Canyon Capital Advisors Dallas, Texas	$29.9M	+$30.3M	1	1.09%	New
1322	AFAM Capital Austin, Texas	$29.9M	-$330K	6	4.78%	Reduced
1323	PAM Premier Asset Management Chicago, Illinois	$29.8M	-$1.36M	6	7.4%	Reduced
1324	Catalyst Capital Advisors Huntington, New York	$29.7M	-$1.88M	10	3.28%	Reduced
1325	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$29.6M	+$23.3K	2	4.37%	Increased