← All themes

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
1651	Clough Capital Partners Boston, Massachusetts	$181M	-$8.88M	8	14.7%	Reduced
1652	Goelzer Investment Management Carmel, Indiana	$180M	-$504K	15	7.86%	Reduced
1653	Deltec Asset Management New York	$180M	+$2.81M	14	26.64%	Increased
1654	Qtron Investments Boston, Massachusetts	$180M	-$25.4M	23	24.03%	Reduced
1655	Kapitalo Investimentos Sao Paulo, Brazil	$180M	+$102M	5	11.41%	Increased
1656	Stratos Wealth Advisors Beachwood, Ohio	$180M	-$7.88M	21	9.87%	Reduced
1657	HighPoint Advisor Group Downers Grove, Illinois	$180M	+$8.46M	31	6.33%	Increased
1658	Context Capital Management Lajolla, California	$180M	+$178M	2	3.49%	New
1659	Quest Investment Management Lake Oswego, Oregon	$180M	-$26.9M	12	20.97%	Reduced
1660	Laffer Tengler Investments Nashville, Tennessee	$179M	+$8.4M	15	22.93%	Increased
1661	Anchor Investment Management Columbia, South Carolina	$178M	+$4.14M	32	13.36%	Increased
1662	Randolph Company Cincinnati, Ohio	$177M	-$27.4M	4	14.95%	Reduced
1663	General Pension Society PZU Joint Stock Warsaw, Poland	$177M	+$10.2M	4	26.51%	Increased
1664	FC FORA Capital Miami, Florida	$177M	+$1.12M	32	12.16%	Increased
1665	CWM Cornerstone Wealth Management St. Peters, Missouri	$177M	+$6.51M	26	7.61%	Increased
1666	SCI S&CO Inc Boston, Massachusetts	$177M	+$3.28M	11	10.21%	Increased
1667	South Street Advisors New York	$177M	-$6.37M	9	22.99%	Reduced
1668	SCA Sassicaia Capital Advisers Jericho, New York	$177M	+$41.4M	10	77.88%	Increased
1669	Conning Inc Hartford, Connecticut	$177M	-$30M	20	5.29%	Reduced
1670	Everhart Financial Group Dublin, Ohio	$176M	-$7.18M	23	11.29%	Reduced
1671	Pure Financial Advisors San Diego, California	$176M	+$18.7M	26	2.24%	Increased
1672	LRPA L. Roy Papp & Associates Phoenix, Arizona	$176M	-$4.62M	10	18.52%	Reduced
1673	Cardiff Park Advisors Carlsbad, California	$176M	+$9.7M	14	13.67%	Increased
1674	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$176M	-$47.9M	8	25.91%	Reduced
1675	Manchester Global Management London, United Kingdom	$176M	+$4.25M	5	19.4%	Increased