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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.

264 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1451
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$232M -$5.58M 7 13.03% Reduced
1452
Granite Investment Partners
Granite Investment Partners
California
$232M -$7.73M 14 11.89% Reduced
1453
JB Capital
JB Capital
Connecticut
$231M -$45.6M 21 8% Reduced
1454
NBT Bank
NBT Bank
New York
$231M -$6.86M 32 15.31% Reduced
1455
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$231M -$209M 9 22.86% Reduced
1456
Avala Global
Avala Global
New York
$230M -$374M 4 8.49% Reduced
1457
Parthenon LLC
Parthenon LLC
Kentucky
$230M -$3.6M 11 23.93% Reduced
1458
Washington Trust Bank
Washington Trust Bank
Washington
$230M -$22.1M 13 16.05% Reduced
1459
Provident Investment Management
Provident Investment Management
Michigan
$229M +$26.6M 10 22.29% Increased
1460
Spirepoint Private Client
Spirepoint Private Client
Florida
$229M +$32.9M 20 18.58% Increased
1461
Jasper Ridge Partners
Jasper Ridge Partners
California
$229M +$8.93M 16 4.88% Increased
1462
Navellier & Associates
Navellier & Associates
Nevada
$229M +$5.39M 22 18.13% Increased
1463
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$229M -$23.9M 4 24% Reduced
1464
LA
Linden Advisors
New York
$229M +$230M 3 1.18% Increased
1465
Geneos Wealth Management
Geneos Wealth Management
Colorado
$228M +$10.6M 48 4.66% Increased
1466
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$228M +$9.7M 7 22.19% Increased
1467
FengHe Fund Management
FengHe Fund Management
Singapore
$228M -$1.51M 6 21.62% Reduced
1468
Avantyr Capital Partners
Avantyr Capital Partners
New York
$228M -$25.8M 3 8.37% Reduced
1469
Stratos Investment Management
Stratos Investment Management
Ohio
$227M +$6.68M 18 8.22% Increased
1470
Carret Asset Management
Carret Asset Management
New York
$227M -$6.48M 13 19.84% Reduced
1471
TD Private Client Wealth
TD Private Client Wealth
New York
$227M -$17.3M 41 4.16% Reduced
1472
Once Capital Management
Once Capital Management
New York
$226M -$16.7M 5 18.59% Reduced
1473
Segment Wealth Management
Segment Wealth Management
Texas
$226M +$1.03M 16 11.71% Increased
1474
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$225M +$15.6M 6 15.74% Increased
1475
Kanawha Capital Management
Kanawha Capital Management
Virginia
$225M +$1.94M 13 14.67% Increased