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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

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1551	Colonial Trust Advisors Spartanburg, South Carolina	$204M	+$749K	23	14.23%	Increased
1552	Parcion Private Wealth Bellevue, Washington	$204M	-$1.71M	23	11.32%	Reduced
1553	MLCM M & L Capital Management London, United Kingdom	$204M	-$128M	8	55.07%	Reduced
1554	Wilkinson Global Asset Management New York	$203M	-$2.59M	7	16.16%	Reduced
1555	Heritage Trust Oklahoma City, Oklahoma	$203M	-$3.32M	16	17.62%	Reduced
1556	Flagship Harbor Advisors Boston, Massachusetts	$203M	-$1.28M	30	7.75%	Reduced
1557	Verdence Capital Advisors Hunt Valley, Maryland	$203M	-$28.8M	24	10.63%	Reduced
1558	3CP 3G Capital Partners New York	$202M	+$8.06M	8	54.22%	Increased
1559	Boothbay Fund Management New York	$202M	-$33.7M	50	2.66%	Reduced
1560	Samlyn Capital New York	$202M	-$177M	5	3.28%	Reduced
1561	EWM Elite Wealth Management Kirkland, Washington	$201M	-$6.06M	9	59.46%	Reduced
1562	JHWEPV J. H. Whitney Equity Partners VI New Canaan, Connecticut	$201M	-$125M	1	100%	Reduced
1563	Dearborn Partners Chicago, Illinois	$200M	+$39.9M	15	11.35%	Increased
1564	Patten & Patten Chattanooga, Tennessee	$200M	-$6.4M	15	10.59%	Reduced
1565	180 Wealth Advisors Federal Way, Washington	$200M	-$248K	28	20%	Reduced
1566	BOCHK Asset Management Hong Kong	$199M	+$31.1M	19	31.46%	Increased
1567	CoreCap Advisors Southfield, Michigan	$199M	+$20.8M	71	5.88%	Increased
1568	BRA Bender Robert & Associates Pasadena, California	$199M	-$2.78M	9	41.39%	Reduced
1569	AP Archon Partners Princeton Junction, New Jersey	$198M	+$1.22M	6	21.17%	Increased
1570	American National Bank & Trust Wichita Falls, Texas	$198M	-$5.11M	19	16.91%	Reduced
1571	Essex Financial Services Essex, Connecticut	$198M	-$2.04M	29	9.86%	Reduced
1572	Trivium Point Advisory Westport, Connecticut	$197M	+$70.3M	19	17.89%	Increased
1573	Occidental Asset Management Burlingame, California	$197M	+$15M	20	19.56%	Increased
1574	ACM Aljian Capital Management Carson City, Nevada	$197M	+$1.22M	16	36.49%	Increased
1575	Intrust Bank Wichita, Kansas	$197M	-$2.52M	20	14.53%	Reduced