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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
1401	Callahan Advisors Houston, Texas	$22.9M	+$788K	6	6.02%	Increased
1402	GW & Wade Wellesley, Massachusetts	$22.9M	+$5.46M	9	3.93%	Increased
1403	Highland Private Wealth Management Bellevue, Washington	$22.9M	-$654K	6	12.87%	Reduced
1404	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$22.9M	-$396K	4	7.6%	Reduced
1405	Albion Financial Group Salt Lake City, Utah	$22.7M	+$4.8M	6	4.08%	Increased
1406	FBP Flippin Bruce & Porter Lynchburg, Virginia	$22.7M	+$796K	3	6.74%	Increased
1407	ICRM Insight Capital Research & Management Walnut Creek, California	$22.7M	-$8.27M	7	7.91%	Reduced
1408	Martin & Co Knoxville, Tennessee	$22.7M	-$890K	6	7.34%	Reduced
1409	Shelter Mutual Insurance Columbia, Missouri	$22.7M	$0	2	6.87%	Maintained
1410	Roanoke Asset Management Jersey City, New Jersey	$22.5M	+$439K	6	10.41%	Increased
1411	Randolph Company Cincinnati, Ohio	$22.4M	+$148K	2	5.77%	Increased
1412	SVA Wealth Management Madison, Wisconsin	$22.4M	+$424K	6	3.62%	Increased
1413	Osborn Williams & Donohoe Cincinnati, Ohio	$22.4M	-$226K	7	4.34%	Reduced
1414	Smith Salley Wealth Management Greensboro, North Carolina	$22.3M	+$975K	4	5.21%	Increased
1415	Citizens Business Bank Ontario, California	$22.3M	-$1.67M	9	4.19%	Reduced
1416	KCP KDI Capital Partners Raleigh, North Carolina	$22.3M	+$1.47M	3	7.07%	Increased
1417	Bandera Partners New York	$22.3M	$0	2	14.65%	Maintained
1418	Canandaigua National Bank & Trust Canandaigua, New York	$22.2M	-$318K	8	6.32%	Reduced
1419	Shinko Asset Management Company Tokyo, Japan	$22.1M	+$12.5M	19	0.16%	Increased
1420	ECP Elk Creek Partners Denver, Colorado	$22.1M	-$1.35M	3	1.57%	Reduced
1421	NBW Capital Boston, Massachusetts	$22.1M	-$2.03M	4	6.78%	Reduced
1422	Mechanics Bank - Trust Department Walnut Creek, California	$22M	-$111K	4	8.13%	Reduced
1423	Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$21.9M	-$438K	2	2.41%	Reduced
1424	Huntington Steele Oaks, Pennsylvania	$21.9M	+$10.8K	2	8.21%	Increased
1425	Davidson & Garrard Lynchburg, Virginia	$21.9M	-$196K	9	5.39%	Reduced