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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
1851	Roundview Capital Princeton, New Jersey	$12.2M	+$21.6K	7	4.5%	Increased
1852	West Coast Financial Santa Barbara, California	$12.2M	+$463K	5	4.42%	Increased
1853	Capital City Trust Tallahassee, Florida	$12.2M	-$176K	5	4.93%	Reduced
1854	JW Asset Management Miami Beach, Florida	$12.2M	-$7.41M	2	9.71%	Reduced
1855	Bedell Frazier Investment Counselling Walnut Creek, California	$12.2M	+$3.41M	4	6.02%	Increased
1856	Central Securities New York	$12.2M	+$5.2M	2	2.83%	Increased
1857	Condor Capital Management Martinsville, New Jersey	$12.1M	-$393K	6	2.9%	Reduced
1858	Highstreet Asset Management London, Ontario, Canada	$12.1M	+$345K	5	4.25%	Increased
1859	Salient Capital Advisors Houston, Texas	$12.1M	-$194K	6	0.27%	Reduced
1860	Courier Capital Buffalo, New York	$12.1M	+$71.2K	10	2.42%	Increased
1861	OA Outfitter Advisors Mclean, Virginia	$12.1M	+$2.78M	6	5.17%	Increased
1862	13D Management New York	$12.1M	+$544K	1	4.96%	Increased
1863	Muhlenkamp & Co Wexford, Pennsylvania	$12.1M	-$58.5K	1	4.71%	Reduced
1864	AIA AIMZ Investment Advisors Los Altos, California	$12M	+$36.2K	7	11.03%	Increased
1865	Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$12M	$0	5	6.01%	Maintained
1866	USA Financial Formulas Ada, Michigan	$12M	-$47.4M	5	3.29%	Reduced
1867	AAM AR Asset Management West Hollywood, California	$12M	+$1.4M	5	5.02%	Increased
1868	Perkins Coie Trust Company Seattle, Washington	$12M	-$124K	8	7.89%	Reduced
1869	RPg Family Wealth Advisory Burlington, Massachusetts	$11.9M	+$5.52M	7	5.22%	Increased
1870	Cutler Investment Counsel Jacksonville, Oregon	$11.9M	+$512K	2	3.32%	Increased
1871	AA Alta Advisers London, United Kingdom	$11.9M	+$7.81M	2	58.63%	Increased
1872	Argent Trust Co Nashville, Tennessee	$11.9M	+$341K	8	5.22%	Increased
1873	United Asset Strategies Garden City, New York	$11.8M	+$6.68M	7	4.44%	Increased
1874	GAM Systematic Cambridge, United Kingdom	$11.8M	+$297K	17	2.85%	Increased
1875	FDO Partners Cambridge, Massachusetts	$11.8M	+$4.06M	7	6.4%	Increased