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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
2026	City Holding Co Charleston, West Virginia	$9.34M	+$1.72M	12	4.16%	Increased
2027	Bourgeon Capital Management Darien, Connecticut	$9.33M	+$1.59M	2	6.05%	Increased
2028	Ardsley Advisory Partners Stamford, Connecticut	$9.33M	-$18.6M	5	1.62%	Reduced
2029	CCM CrestPoint Capital Management Four Seasons, Missouri	$9.32M	-$106K	6	4.96%	Reduced
2030	CSA Cottage Street Advisors Marion, Massachusetts	$9.31M	+$448K	5	7.54%	Increased
2031	Stearns Financial Services Group Greensboro, North Carolina	$9.31M	+$67.5K	6	2.66%	Increased
2032	Hays Advisory Franklin, Tennessee	$9.26M	-$1.48M	1	1.44%	Reduced
2033	Cabot-Wellington Boston, Massachusetts	$9.25M	-$158K	1	8.05%	Reduced
2034	Telos Capital Management San Diego, California	$9.24M	+$238K	6	4.52%	Increased
2035	Beaumont Financial Advisors Needham, Massachusetts	$9.23M	-$2.9M	6	1.52%	Reduced
2036	GCM Garland Capital Management Bellevue, Washington	$9.22M	-$51.8K	2	7.36%	Reduced
2037	Geneva Partners Lake Geneva, Wisconsin	$9.22M	+$6.44M	3	8.26%	New
2038	Atika Capital Management New York	$9.22M	-$15.9M	3	3.95%	Reduced
2039	Jaffetilchin Investment Partners Tampa, Florida	$9.19M	+$2.23M	8	2.79%	Increased
2040	Clarius Group LLC Seattle, Washington	$9.19M	+$425K	9	4.9%	Increased
2041	Eachwin Capital New York	$9.17M	+$323K	7	8.73%	Increased
2042	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$9.16M	+$5.36K	4	9.22%	Increased
2043	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$9.15M	+$168K	7	3.06%	Increased
2044	RBO & Co Saint Helena, California	$9.12M	+$248K	3	2.69%	Increased
2045	Brookstone Capital Management Wheaton, Illinois	$9.12M	+$871K	7	1.19%	Increased
2046	Dorchester Wealth Management Montreal, Quebec, Canada	$9.11M	-$3.99M	4	3.38%	Reduced
2047	Corrado Advisors Ramsey, New Jersey	$9.1M	+$172K	2	5.91%	Increased
2048	WealthPLAN Partners Omaha, Nebraska	$9.08M	+$17.4M	15	1.17%	New
2049	Hedeker Wealth Lincolnshire, Illinois	$9.07M	+$4.61M	6	7.41%	Increased
2050	Lombard Odier Transatlantic Montreal, Quebec, Canada	$9.07M	-$1.26M	7	9.5%	Reduced