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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
1826	Glenview State Bank Trust Department Glenview, Illinois	$12.6M	+$357K	5	7.3%	Increased
1827	Hartline Investment Corp Winnetka, Illinois	$12.6M	+$2.99M	7	4.53%	Increased
1828	American Money Management Rancho Santa Fe, California	$12.6M	-$259K	4	10.4%	Reduced
1829	Sandler Capital Management New York	$12.5M	-$39.2M	2	1.65%	Reduced
1830	Van Hulzen Asset Management El Dorado Hills, California	$12.5M	-$1.14M	6	7.12%	Reduced
1831	Braver Wealth Management Needham, Massachusetts	$12.5M	-$1M	5	2.13%	Reduced
1832	RWC Asset Advisors Miami, Florida	$12.5M	+$717K	1	9.31%	Increased
1833	SFA Staton Financial Advisors Charlotte, North Carolina	$12.5M	-$241K	3	11.44%	Reduced
1834	Orbis Investment Management (US) San Francisco, California	$12.5M	-$2.22M	1	10.47%	Reduced
1835	Voya Financial Advisors Windsor, Connecticut	$12.5M	+$1.44M	11	1.46%	Increased
1836	Zevin Asset Management Boston, Massachusetts	$12.4M	-$42K	6	3.45%	Reduced
1837	Whitegate Investment Counselors Concord, New Hampshire	$12.4M	+$12.3M	6	3.46%	New
1838	Secor Capital Advisors New York	$12.4M	+$5.87M	8	1.57%	Increased
1839	MJP Michael J. Puzo	$12.4M	+$839K	5	8.2%	Increased
1840	Buckingham Capital Management (Ohio) Dayton, Ohio	$12.4M	+$24.9K	5	3.29%	Increased
1841	Ironwood Investment Counsel Scottsdale, Arizona	$12.4M	-$1.56M	4	7.24%	Reduced
1842	Beddow Capital Management Jackson, Wyoming	$12.4M	-$371K	1	5.14%	Reduced
1843	Isthmus Partners Madison, Wisconsin	$12.3M	-$106K	7	4.06%	Reduced
1844	EDMP Inc Lutz, Florida	$12.3M	-$2.59M	6	11.98%	Reduced
1845	Emerald Advisers Leola, Pennsylvania	$12.3M	-$9.26M	8	0.59%	Reduced
1846	Princeton Portfolio Strategies Group Princeton, New Jersey	$12.3M	+$1.62M	6	3.98%	Increased
1847	Formidable Asset Management Cincinnati, Ohio	$12.3M	+$425K	7	6.86%	Increased
1848	MCM McMillion Capital Management Greensboro, North Carolina	$12.3M	-$409K	4	9.51%	Reduced
1849	Nepsis Inc Minneapolis, Minnesota	$12.3M	-$1.34M	2	7%	Reduced
1850	Calixto Global Investors Coral Gables, Florida	$12.3M	+$12.1M	1	6.69%	New