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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
1351	Blume Capital Management Berkeley, California	$25M	-$54.3K	8	16.52%	Reduced
1352	Atria Investments Charlotte, North Carolina	$25M	+$2.45M	13	2.69%	Increased
1353	Parker Investment Management Menlo Park, California	$25M	+$103K	5	9.28%	Increased
1354	Ledyard National Bank	$24.9M	-$5.57M	13	4.49%	Reduced
1355	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$24.9M	-$112K	6	4.64%	Reduced
1356	National Planning Corporation El Segundo, California	$24.9M	+$135K	11	1.92%	Increased
1357	TM Tikvah Management Charlotte, North Carolina	$24.9M	$0	3	14.55%	Maintained
1358	Hood River Capital Management Palm Beach Gardens, Florida	$24.8M	+$6.72M	3	3.32%	Increased
1359	Chemung Canal Trust Elmira, New York	$24.8M	-$3.9M	5	5.89%	Reduced
1360	Bridges Investment Management Omaha, Nebraska	$24.7M	+$525K	6	4.27%	Increased
1361	AIM Act II Management New York	$24.6M	$0	2	19.55%	Maintained
1362	Advisor Partners Walnut Creek, California	$24.6M	+$424K	14	8.6%	Increased
1363	Wellington Shields Capital Management New York	$24.5M	-$746K	8	4.14%	Reduced
1364	CCM Cupps Capital Management Chicago, Illinois	$24.5M	-$12.2M	8	6.33%	Reduced
1365	Ionic Capital Management New York	$24.4M	+$10.4M	5	1.09%	Increased
1366	Chemical Bank Detroit, Michigan	$24.4M	-$215K	11	3.38%	Reduced
1367	M MOTCO San Antonio, Texas	$24.4M	+$280K	9	2.71%	Increased
1368	Howe & Rusling Rochester, New York	$24.4M	-$2.12M	17	5.37%	Reduced
1369	Sand Hill Global Advisors Palo Alto, California	$24.4M	-$268K	6	3.84%	Reduced
1370	QVT Financial New York	$24.4M	-$25.1M	2	1.68%	Reduced
1371	Robeco Schweiz Zurich, Switzerland	$24.2M	+$1.29M	4	2.22%	Increased
1372	TLCM Tiger Legatus Capital Management New York	$24.2M	-$19.9M	1	7.33%	Reduced
1373	Old Mutual Customised Solutions Pinelands, South Africa	$24.2M	+$2.22M	16	6.1%	Increased
1374	Guinness Atkinson Asset Management Pasadena, California	$24.2M	-$52.2K	5	15.15%	Reduced
1375	CL Croft-Leominster Baltimore, Maryland	$24.1M	+$1.82M	4	5.42%	Increased