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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
1476	McDaniel Terry & Co Austin, Texas	$28.5M	-$145K	3	5.52%	Reduced
1477	Vista Equity Partners Management San Francisco, California	$28.4M	-$4.57M	2	10.8%	Reduced
1478	CapWealth Advisors Franklin, Tennessee	$28.4M	+$869K	5	5.7%	Increased
1479	Hunting Hill Global Capital New York	$28.4M	+$369K	1	7.41%	Increased
1480	Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$28.4M	+$478K	3	2.88%	Increased
1481	Arden Trust Wilmington, Delaware	$28.4M	+$2.01M	12	4.34%	Increased
1482	Sand Hill Global Advisors Palo Alto, California	$28.4M	-$3.47M	8	3.23%	Reduced
1483	Monetary Management Group St Louis, Missouri	$28.4M	-$1.21M	9	11.6%	Reduced
1484	Corient Capital Partners Newport Beach, California	$28.4M	+$4.9M	12	4.35%	Increased
1485	Blume Capital Management Berkeley, California	$28.3M	-$106K	8	16.06%	Reduced
1486	Osborn Williams & Donohoe Cincinnati, Ohio	$28.2M	-$320K	9	5.11%	Reduced
1487	First Horizon Advisors Memphis, Tennessee	$28.1M	+$602K	22	3.06%	Increased
1488	Palisade Capital Management Fort Lee, New Jersey	$28.1M	+$7.87M	7	1.05%	Increased
1489	MIG Capital Newport Beach, California	$28M	-$267K	1	4.27%	Reduced
1490	Brighton Jones LLC Seattle, Washington	$28M	+$12.9M	11	3.95%	Increased
1491	Highland Private Wealth Management Bellevue, Washington	$28M	-$753K	6	13.38%	Reduced
1492	TRB Advisors New York	$28M	+$24.1M	2	19.66%	Increased
1493	Rampart Investment Management Hartford, Connecticut	$27.9M	+$21.8M	16	10.05%	Increased
1494	ThornTree Capital Partners Boston, Massachusetts	$27.9M	+$3.8M	2	13.11%	Increased
1495	Hudson Valley Investment Advisors Goshen, New York	$27.9M	-$239K	7	7.68%	Reduced
1496	Edge Advisors Atlanta, Georgia	$27.8M	+$1M	20	3.17%	Increased
1497	Capco Asset Management Tampa, Florida	$27.8M	+$307K	2	24.31%	Increased
1498	Arrowgrass Capital Partners London, United Kingdom	$27.7M	+$18.6M	2	5.08%	Increased
1499	East Coast Asset Management Essex, Massachusetts	$27.7M	-$8.01M	5	7.59%	Reduced
1500	Colonial Trust Advisors Spartanburg, South Carolina	$27.7M	+$6.8M	7	6.29%	Increased