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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
1601	Reinhart Partners Mequon, Wisconsin	$16.6M	-$6.36M	2	1.66%	Reduced
1602	Oxbow Advisors Austin, Texas	$16.6M	-$2.39M	6	2.38%	Reduced
1603	CCM Cohen Capital Management Corte Madera, California	$16.6M	-$15K	3	4.82%	Reduced
1604	Asset Advisors Corp Augusta, Georgia	$16.5M	+$282K	6	3.44%	Increased
1605	Benjamin F. Edwards & Company St. Louis, Missouri	$16.5M	+$7.98K	21	3.22%	Increased
1606	Stonebridge Capital Advisors St Paul, Minnesota	$16.5M	+$339K	8	5.61%	Increased
1607	Grassi Investment Management Santa Clara, California	$16.5M	+$1.89M	9	3.13%	Increased
1608	Noesis Capital Mangement Boca Raton, Florida	$16.5M	+$335K	6	7.35%	Increased
1609	Paulson & Co New York	$16.5M	-$356M	1	0.17%	Reduced
1610	American National Registered Investment Advisor Galveston, Texas	$16.5M	+$268K	13	7.66%	Increased
1611	KSCM Kamunting Street Capital Management Miami Beach, Florida	$16.5M	+$532K	1	37.89%	Increased
1612	Managed Asset Portfolios Rochester, Michigan	$16.5M	+$5.3M	2	7.22%	Increased
1613	CC Cognios Capital Leawood, Kansas	$16.5M	+$3.34M	5	5.23%	Increased
1614	Gratus Capital Atlanta, Georgia	$16.4M	+$10.2M	4	2.42%	Increased
1615	Simmons Bank Pine Bluff, Arkansas	$16.4M	-$248K	9	1.83%	Reduced
1616	Brighton Jones LLC Seattle, Washington	$16.4M	+$358K	9	2.9%	Increased
1617	Grandeur Peak Global Advisors Salt Lake City, Utah	$16.4M	-$2.02M	4	3.55%	Reduced
1618	Strategic Financial Services Utica, New York	$16.4M	-$207K	5	3.3%	Reduced
1619	Frontier Investment Management Dallas, Texas	$16.4M	-$492K	5	2.05%	Reduced
1620	Carroll Financial Associates Charlotte, North Carolina	$16.4M	-$89.5K	17	2.75%	Reduced
1621	Anson Funds Management Dallas, Texas	$16.4M	+$6.09M	1	3.12%	Increased
1622	TAM THB Asset Management Norwalk, Connecticut	$16.4M	-$1.79M	3	2.12%	Reduced
1623	Vantage Wealth Pasadena, California	$16.4M	-$81.4K	2	10.41%	Reduced
1624	VST Van Strum & Towne San Francisco, California	$16.4M	-$163K	4	10.87%	Reduced
1625	Private Capital Advisors Darien, Connecticut	$16.3M	-$1.97M	7	6.16%	Reduced