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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
1901	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$11.5M	+$395K	3	4.48%	Increased
1902	Marietta Investment Partners Milwaukee, Wisconsin	$11.4M	+$967K	6	4.08%	Increased
1903	PAS Partnervest Advisory Services Santa Barbara, California	$11.4M	-$431K	10	5.64%	Reduced
1904	AAA Adams Asset Advisors Dallas, Texas	$11.4M	+$1.3M	3	1.95%	Increased
1905	ACM Altalis Capital Management New York	$11.4M	+$11.5M	2	8.14%	New
1906	HIM Hutchens Investment Management Concord, New Hampshire	$11.3M	-$552K	5	10.87%	Reduced
1907	Toth Financial Advisory Leesburg, Virginia	$11.3M	+$1.22M	4	3.45%	Increased
1908	Menta Capital San Francisco, California	$11.3M	-$1.92M	16	1.55%	Reduced
1909	Court Place Advisors Ellicott City, Maryland	$11.3M	+$133K	5	6.54%	Increased
1910	Investment Centers of America Bismarck, North Dakota	$11.3M	-$1.1M	10	1.27%	Reduced
1911	Apriem Advisors Irvine, California	$11.2M	+$1.91M	19	3.65%	Increased
1912	Gradient Investments Arden Hills, Minnesota	$11.2M	+$797K	12	1.22%	Increased
1913	Waratah Capital Advisors Toronto, Ontario, Canada	$11.2M	-$32.4M	1	2.29%	Reduced
1914	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$11.2M	+$1.13M	6	4.16%	Increased
1915	Sigma Investment Counselors Northville, Michigan	$11.1M	+$163K	5	1.9%	Increased
1916	Chase Investment Counsel Charlottesville, Virginia	$11.1M	-$393K	2	4.92%	Reduced
1917	Vista Equity Partners Management San Francisco, California	$11.1M	-$727K	2	4.84%	Reduced
1918	L.J. Altfest & Co New York	$11.1M	+$3.03M	7	7.72%	Increased
1919	Fieldpoint Private Advisors New York	$11M	+$462K	4	7.52%	Increased
1920	Duncker Streett & Co St. Louis, Missouri	$11M	+$867K	10	3.9%	Increased
1921	Granite Point Capital Management Boston, Massachusetts	$11M	+$10.3M	5	4.7%	New
1922	RMSCM R.M. Sincerbeaux Capital Management New York	$11M	-$56.6K	3	11.26%	Reduced
1923	OIA Optimum Investment Advisors Chicago, Illinois	$10.9M	-$369K	9	4.24%	Reduced
1924	J.P. Marvel Investment Advisors Boston, Massachusetts	$10.9M	+$647K	4	3.82%	Increased
1925	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$10.9M	-$78.3K	1	1.76%	Reduced