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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
1901	Resonant Capital Advisors Madison, Wisconsin	$138M	+$4.29M	24	6.58%	Increased
1902	Inscription Capital Houston, Texas	$137M	+$16.7M	26	12.16%	Increased
1903	Jacobi Capital Management Pittston, Pennsylvania	$137M	+$3.85M	24	6.71%	Increased
1904	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$137M	+$21.3M	25	27.44%	Increased
1905	KG Kieckhefer Group Mequon, Wisconsin	$137M	+$1.48M	12	55.66%	Increased
1906	Tortoise Capital Advisors Overland Park, Kansas	$137M	+$39.4M	8	1.39%	Increased
1907	NG NatWest Group Edinburgh, Scotland, United Kingdom	$137M	+$7.54M	7	24.37%	Increased
1908	Triad Wealth Partners Lawrence, Kansas	$137M	+$21.4M	21	8.05%	Increased
1909	BZWA Blue Zone Wealth Advisors Los Angeles, California	$136M	+$12.6M	14	23.82%	Increased
1910	Koshinski Asset Management Decatur, Illinois	$136M	+$4.67M	24	7.26%	Increased
1911	CCM Campbell Capital Management Miami, Florida	$136M	+$1.15M	7	48.93%	Increased
1912	Capital Asset Advisory Services Williamston, Michigan	$136M	+$5.15M	21	4.93%	Increased
1913	1ST Source Bank South Bend, Indiana	$136M	-$221K	16	6.18%	Reduced
1914	Bouchey Financial Group Troy, New York	$136M	+$94.2M	18	8.79%	Increased
1915	Portfolio Design Labs Encino, California	$136M	-$7.84M	17	22.29%	Reduced
1916	Stanley Capital Management Houston, Texas	$135M	-$3.41M	6	17.95%	Reduced
1917	Mackay Shields LLC New York	$135M	+$134M	2	4.53%	New
1918	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$135M	+$848K	14	11.06%	Increased
1919	Resources Management Corp West Hartford, Connecticut	$135M	-$6.74M	13	17.03%	Reduced
1920	Truvestments Capital Sarasota, Florida	$135M	+$1.48M	41	20.07%	Increased
1921	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$135M	-$1.48M	16	19.85%	Reduced
1922	HW Hedeker Wealth Lincolnshire, Illinois	$135M	-$14.4M	8	25.73%	Reduced
1923	Te Ahumairangi Investment Management Wellington, New Zealand	$135M	-$2.53M	9	21.75%	Reduced
1924	Petrus Trust Company Dallas, Texas	$135M	+$6.57M	4	12.67%	Increased
1925	JC JBF Capital Aspen, Colorado	$135M	-$8.01M	6	17.63%	Reduced