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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
1576	Longbow Finance Lutry, Switzerland	$197M	+$49.2M	6	25.16%	Increased
1577	CWM Concentrum Wealth Management San Jose, California	$197M	+$1.31M	20	47.07%	Increased
1578	Titan Global Capital Management USA New York	$197M	-$12.8M	10	24.9%	Reduced
1579	MAM Morse Asset Management Darien, Connecticut	$196M	-$2.5M	27	32.53%	Reduced
1580	Blue Chip Partners Farmington Hills, Michigan	$196M	+$8.86M	11	12.41%	Increased
1581	Coronation Fund Managers Cape Town, South Africa	$196M	+$17.7M	4	7.5%	Increased
1582	Steel Grove Capital Advisors Memphis, Tennessee	$196M	-$485K	10	18.27%	Reduced
1583	AL Arnhold LLC New York	$196M	+$5.32M	8	13.69%	Increased
1584	Trifecta Capital Advisors Northbrook, Illinois	$195M	-$2.93M	27	25.16%	Reduced
1585	Balboa Wealth Partners Scottsdale, Arizona	$195M	-$7.63M	25	26.59%	Reduced
1586	Banque Cantonale Vaudoise Lausanne, Switzerland	$195M	-$61.6M	40	26.98%	Reduced
1587	Invictus Private Wealth Denver, Colorado	$195M	-$15M	11	10.46%	Reduced
1588	RNC Capital Management Los Angeles, California	$195M	+$7.01M	13	8.03%	Increased
1589	Morningstar Investment Management Chicago, Illinois	$195M	$0	12	12%	Maintained
1590	Talos Asset Management New York	$194M	+$61.2M	5	27.65%	Increased
1591	Huntleigh Advisors St. Louis, Missouri	$194M	+$5.13M	23	27.22%	Increased
1592	Fort Sheridan Advisors Highland Park, Illinois	$194M	-$1.85M	19	20.95%	Reduced
1593	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$194M	+$8.61M	24	11.57%	Increased
1594	Foster & Motley Cincinnati, Ohio	$194M	-$3.02M	14	8.93%	Reduced
1595	Hikari Tsushin Inc Tokyo, Japan	$193M	-$9.11M	3	12.84%	Reduced
1596	TLA Tree Line Advisors Central, Hong Kong	$193M	-$73.3M	1	55.05%	Reduced
1597	Schnieders Capital Management Pasadena, California	$193M	+$11M	18	25.31%	Increased
1598	Oslo Pensjonsforsikring Oslo,	$193M	+$1.57M	23	22.18%	Increased
1599	Sora Investors Bryn Mawr, Pennsylvania	$191M	+$29.6M	10	14.68%	Increased
1600	LAM Lynch Asset Management Yardley, Pennsylvania	$191M	+$291K	10	52.34%	Increased