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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
1876	Wilsey Asset Management San Diego, California	$11.8M	-$55.3K	2	8.45%	Reduced
1877	Dock Street Asset Management Palm Beach, Florida	$11.8M	-$91.4K	2	10.43%	Reduced
1878	Snowden Capital Advisors New York	$11.8M	+$2.66M	8	3.57%	Increased
1879	Exchange Capital Management Ann Arbor, Michigan	$11.8M	+$1.64M	7	4.77%	Increased
1880	MYCIO Wealth Partners Philadelphia, Pennsylvania	$11.8M	-$62.4K	21	2.01%	Reduced
1881	Schnieders Capital Management Pasadena, California	$11.7M	-$93.3K	6	6.55%	Reduced
1882	Neumann Capital Management Foster City, California	$11.7M	-$162K	5	7.79%	Reduced
1883	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$11.7M	-$13.7K	5	6.08%	Reduced
1884	Pegasus Partners Mequon, Wisconsin	$11.7M	+$1.22M	9	6.07%	Increased
1885	Trust Company Manhattan, Kansas	$11.7M	+$481K	7	4.46%	Increased
1886	Oakworth Capital Birmingham, Alabama	$11.7M	+$491K	15	4.37%	Increased
1887	Willingdon Wealth Management Huntersville, North Carolina	$11.7M	+$1.14M	7	5.99%	Increased
1888	Mountain Lake Investment Management Boca Raton, Florida	$11.7M	$0	1	7.03%	Maintained
1889	CIA Covington Investment Advisors Ligonier, Pennsylvania	$11.6M	-$19.4K	3	5.12%	Reduced
1890	HIS Horizon Investment Services Hammond, Indiana	$11.6M	-$5.24M	4	5.86%	Reduced
1891	Boyd Watterson Asset Management Cleveland, Ohio	$11.6M	-$478K	6	5.49%	Reduced
1892	Woodmont Investment Counsel Nashville, Tennessee	$11.6M	+$725K	7	3.46%	Increased
1893	Intrust Bank Wichita, Kansas	$11.6M	-$791K	9	4.67%	Reduced
1894	RJA Robshaw & Julian Associates Williamsville, New York	$11.5M	-$1.23M	3	8.81%	Reduced
1895	Iowa State Bank Urbandale, Iowa	$11.5M	+$215K	3	6.25%	Increased
1896	HeadInvest LLC Portland, Maine	$11.5M	-$153K	5	4.36%	Reduced
1897	Alta Park Capital San Francisco, California	$11.5M	+$258K	4	17.97%	Increased
1898	Morris Capital Advisors Malvern, Pennsylvania	$11.5M	-$5.36M	4	6.84%	Reduced
1899	United Bank (West Virginia) Parkersburg, West Virginia	$11.5M	+$75K	6	5.29%	Increased
1900	Ballentine Partners Waltham, Massachusetts	$11.5M	+$515K	10	0.97%	Increased