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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
1726	Sky Investment Group Hartford, Connecticut	$168M	+$3.76M	13	26.39%	Increased
1727	GLOBALT Investments Atlanta, Georgia	$167M	-$11.1M	13	5.64%	Reduced
1728	TGIA Torrey Growth & Income Advisors Del Mar, California	$167M	-$16.9M	21	56.74%	Reduced
1729	BBI Baxter Bros Inc Riverside, Connecticut	$167M	+$122K	10	19.31%	Increased
1730	Two Seas Capital Rye, New York	$167M	+$88.4M	4	3.31%	Increased
1731	Nishkama Capital LLC Dorado, Puerto Rico	$167M	+$65M	5	5.13%	Increased
1732	Parkwood LLC Cleveland, Ohio	$166M	+$36.2M	8	11.88%	Increased
1733	Clear Harbor Asset Management Stamford, Connecticut	$166M	-$8.12M	20	10.22%	Reduced
1734	MIM Manitou Investment Management Toronto, Ontario, Canada	$166M	+$13.4M	5	30.8%	Increased
1735	Westerkirk Capital Victoria,	$165M	+$1.78M	14	15.86%	Increased
1736	WPP Whalerock Point Partners Providence, Rhode Island	$165M	+$3.23M	14	28.04%	Increased
1737	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$164M	+$158K	16	25.6%	Increased
1738	Webster Bank Waterbury, Connecticut	$164M	-$6.93M	24	14.2%	Reduced
1739	Jamison Private Wealth Management Milton, Georgia	$163M	+$5.34M	17	16.49%	Increased
1740	JWBC J.W. Burns & Co Dewitt, New York	$163M	+$940K	13	17.01%	Increased
1741	Lee, Danner & Bass Nashville, Tennessee	$163M	+$2.15M	11	9.39%	Increased
1742	Bank of Hawaii Honolulu, Hawaii	$163M	-$1.88M	15	8.03%	Reduced
1743	Pictet North America Advisors Geneva 73, Switzerland	$163M	-$4.01M	12	14.34%	Reduced
1744	Wellington Shields Capital Management New York	$163M	-$24.1M	21	20.64%	Reduced
1745	Marietta Wealth Management Marietta, Georgia	$163M	+$28.7M	11	16.76%	Increased
1746	Zhang Financial Portage, Michigan	$163M	-$711K	17	4.75%	Reduced
1747	Checchi Capital Advisers Beverly Hills, California	$162M	+$2.12M	23	7.32%	Increased
1748	Halter Ferguson Financial Carmel, Indiana	$162M	-$19.9M	12	26.3%	Reduced
1749	Arbejdsmarkedets Tillaegspension Hilleroed,	$162M	-$78.1M	6	3.51%	Reduced
1750	SIG Brokerage New York	$161M	+$82.5M	21	3.13%	Increased