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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	Suncoast Equity Management Tampa, Florida	$37.6M	-$360K	3	11.41%	Reduced
1302	Ardsley Advisory Partners Stamford, Connecticut	$37.6M	+$1M	8	5.86%	Increased
1303	Denali Advisors San Diego, California	$37.5M	+$8.88M	3	6.13%	Increased
1304	Fulton Breakefield Broenniman Bethesda, Maryland	$37.4M	-$63.7K	5	6.68%	Reduced
1305	Stillwater Capital Advisors Devon, Pennsylvania	$37.4M	+$487K	4	9.46%	Increased
1306	BCM Bluefin Capital Management New York	$37.3M	-$3.9M	12	4.03%	Reduced
1307	Ledyard National Bank	$37.3M	-$672K	14	5.35%	Reduced
1308	Ancora Advisors Cleveland, Ohio	$37.3M	-$2.15M	11	2.41%	Reduced
1309	Beck Capital Management Austin, Texas	$37.1M	+$3.37M	10	19.07%	Increased
1310	MIM Marco Investment Management Atlanta, Georgia	$37.1M	-$1.75M	8	6.13%	Reduced
1311	Penserra Capital Management Orinda, California	$37.1M	-$33.3M	11	13.44%	Reduced
1312	Odey Asset Management Group London, United Kingdom	$37M	-$7.18M	6	4.07%	Reduced
1313	Tiedemann Advisors New York	$36.9M	+$1.35M	13	2.68%	Increased
1314	Advisory Services Network Atlanta, Georgia	$36.9M	+$2.49M	27	4.81%	Increased
1315	Albion Financial Group Salt Lake City, Utah	$36.8M	-$361K	8	6.11%	Reduced
1316	Abner Herrman & Brock Jersey City, New Jersey	$36.8M	-$5.18M	7	6.95%	Reduced
1317	GW & Wade Wellesley, Massachusetts	$36.7M	-$822K	12	4.64%	Reduced
1318	NumerixS Investment Technologies Vancouver, British Columbia, Canada	$36.6M	+$15.2M	16	5.38%	Increased
1319	Needham Investment Management New York	$36.6M	-$6.62M	4	9.75%	Reduced
1320	FPCM Financial Partners Capital Management New York	$36.5M	-$1.31M	5	7.63%	Reduced
1321	Greenleaf Trust Kalamazoo, Michigan	$36.4M	-$1.3M	12	0.83%	Reduced
1322	Appleton Partners Boston, Massachusetts	$36.4M	+$4.94M	9	6.12%	Increased
1323	Choate Investment Advisors Boston, Massachusetts	$36.4M	-$2.2M	9	2.05%	Reduced
1324	Kelly Lawrence W & Associates Pasadens, California	$36.3M	-$3.03M	7	7.17%	Reduced
1325	Murphy Capital Management Bedminster, New Jersey	$36.2M	+$227K	9	5.34%	Increased