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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
1626	SSI Scott & Selber Inc Houston, Texas	$186M	-$268K	9	39.32%	Reduced
1627	Caldwell Trust Venice, Florida	$186M	-$3.61M	22	15.02%	Reduced
1628	DA DCF Advisers Greenwich, Connecticut	$185M	-$34.2M	13	32.65%	Reduced
1629	TritonPoint Wealth Chevy Chase, Maryland	$185M	+$4.36M	18	18.15%	Increased
1630	CBT Central Bank & Trust Lexington, Kentucky	$185M	-$6.11M	14	26.17%	Reduced
1631	Heron Bay Capital Management Bloomfield Hills, Michigan	$184M	-$39.2M	14	16.71%	Reduced
1632	Next Century Growth Investors Plymouth, Minnesota	$184M	-$23M	14	9.76%	Reduced
1633	Baskin Financial Services Toronto, Ontario, Canada	$184M	+$2.74M	5	14.45%	Increased
1634	Cypress Capital Group Palm Beach, Florida	$183M	+$33M	21	17.13%	Increased
1635	BCH Berkshire Capital Holdings San Jose, California	$183M	+$37.1M	28	39.67%	Increased
1636	Slow Capital Greenbrae, California	$183M	-$18.4M	7	21.4%	Reduced
1637	Private Capital Advisors Darien, Connecticut	$183M	+$47.1M	8	16.07%	Increased
1638	Vancity Investment Management Vancouver, British Columbia, Canada	$183M	+$537K	8	27.48%	Increased
1639	Financial Engines Advisors Santa Clara, California	$183M	-$2.93M	25	0.33%	Reduced
1640	Sivia Capital Partners Mill Valley, California	$183M	+$79.8M	25	22.22%	Increased
1641	Matrix Asset Advisors White Plains, New York	$182M	-$7.68M	10	14.84%	Reduced
1642	Dundas Partners Edinburgh, United Kingdom	$182M	-$3.67M	3	13.18%	Reduced
1643	Greenvale Capital London, United Kingdom	$182M	-$21.2M	1	19.89%	Reduced
1644	Cigna Investments Bloomfield, Connecticut	$182M	-$708K	24	23.54%	Reduced
1645	Aviance Capital Partners Naples, Florida	$182M	-$5.83M	19	18.86%	Reduced
1646	FJ Investments Salt Lake City, Utah	$182M	+$112K	1	9.86%	Increased
1647	Linden Thomas Advisory Services Charlotte, North Carolina	$181M	-$2.78M	25	14.62%	Reduced
1648	DCPAL Div Capital Phoenix Assets Ltd Georgetown,	$181M	+$70.7M	3	31%	Increased
1649	Angeles Wealth Management Santa Monica, California	$181M	+$14M	25	8.25%	Increased
1650	Foster Dykema Cabot & Partners Waltham, Massachusetts	$181M	+$267K	16	10.5%	Increased