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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
1451	Huntington Steele Oaks, Pennsylvania	$29.4M	-$222K	2	8.82%	Reduced
1452	Godsey & Gibb Inc Richmond, Virginia	$29.3M	-$3.3M	3	5.15%	Reduced
1453	Pacific Global Investment Management Glendale, California	$29.3M	-$809	8	6.74%	Reduced
1454	Canal Insurance Company Greenville, South Carolina	$29.3M	-$867K	3	10.72%	Reduced
1455	Bristlecone Advisors Bellevue, Washington	$29.2M	-$463K	6	9.89%	Reduced
1456	Dock Street Asset Management Palm Beach, Florida	$29.2M	+$3.38M	4	13.65%	Increased
1457	Ballentine Partners Waltham, Massachusetts	$29.1M	+$10.2M	13	2.12%	Increased
1458	Atwood & Palmer Kansas City, Missouri	$29.1M	+$506K	10	4.56%	Increased
1459	Bristol Gate Capital Partners Toronto, Ontario, Canada	$29.1M	+$28.9M	1	4.45%	New
1460	JWBC J.W. Burns & Co Dewitt, New York	$29M	-$154K	8	7.82%	Reduced
1461	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$29M	-$180K	12	5.47%	Reduced
1462	KLCM Advisors Milwaukee, Wisconsin	$29M	+$1.29M	6	7.91%	Increased
1463	FWM Frontier Wealth Management Kansas City, Missouri	$28.9M	+$9.9M	11	4.42%	Increased
1464	Sitrin Capital Management Century City, California	$28.9M	+$4.95M	6	19.56%	Increased
1465	MB Financial Bank - Trust Department Rosemont, Illinois	$28.8M	+$98K	9	3.12%	Increased
1466	Oribel Capital Management New York	$28.8M	+$5.31M	6	7.52%	Increased
1467	Tradewinds Capital Management Bellingham, Washington	$28.7M	-$182K	16	15.12%	Reduced
1468	Credit Capital Investments Livingston, New Jersey	$28.7M	+$262K	4	38.17%	Increased
1469	Managed Asset Portfolios Rochester, Michigan	$28.7M	+$1.29M	2	9.46%	Increased
1470	Accident Compensation Corp Wellington, New Zealand	$28.7M	-$1.59M	9	7.72%	Reduced
1471	Zuckerman Investment Group Chicago, Illinois	$28.6M	+$403K	2	7.65%	Increased
1472	Nepsis Inc Minneapolis, Minnesota	$28.6M	+$1.92M	6	14.12%	Increased
1473	Cadinha & Co Honolulu, Hawaii	$28.6M	+$6.7M	5	4.99%	Increased
1474	Hourglass Capital Houston, Texas	$28.6M	+$7.17M	6	7.17%	Increased
1475	12th Street Asset Management Company Nashville, Tennessee	$28.5M	+$29.7M	1	7.33%	New