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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
2051	KP Keel Point Huntsville, Alabama	$119M	+$2.16M	27	7.01%	Increased
2052	ZAM Zevin Asset Management Boston, Massachusetts	$119M	-$9.6M	8	16.65%	Reduced
2053	TIM Thompson Investment Management Madison, Wisconsin	$119M	-$7.63M	18	13.61%	Reduced
2054	FP FFG Partners Fort Lauderdale, Florida	$119M	-$10.4M	7	33.64%	Reduced
2055	CHC City Holding Co Charleston, West Virginia	$118M	+$143K	21	13.39%	Increased
2056	PWAM Park West Asset Management San Francisco, California	$118M	-$13.2M	3	8.07%	Reduced
2057	LG Leuthold Group Minneapolis, Minnesota	$118M	-$523K	13	11.89%	Reduced
2058	RIA Regal Investment Advisors Kentwood, Michigan	$118M	+$809K	25	6.14%	Increased
2059	SageView Advisory Group Newport Beach, California	$118M	-$3.81M	19	3.86%	Reduced
2060	ECM Estabrook Capital Management New York	$118M	-$40.8K	16	15.95%	Reduced
2061	AAIM Asset Advisors Investment Management Augusta, Georgia	$118M	-$1.31M	5	10.8%	Reduced
2062	TWM Tradition Wealth Management Edina, Minnesota	$118M	+$6.21M	31	7.19%	Increased
2063	UAG United Advisor Group Cincinnati, Ohio	$118M	+$2.8M	27	12.42%	Increased
2064	AC Arjuna Capital Durham, North Carolina	$118M	-$1.4M	13	26.48%	Reduced
2065	FC Fulcrum Capital Seattle, Washington	$118M	-$2.15M	10	23.85%	Reduced
2066	BCM Berbice Capital Management Melville, New York	$118M	+$10.1M	26	60.85%	Increased
2067	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$117M	-$23.9M	3	22.04%	Reduced
2068	IP Indivisible Partners Clearwater, Florida	$117M	+$40.2M	23	6.64%	Increased
2069	HIP Harrell Investment Partners Austin, Texas	$117M	-$2.53M	13	25.43%	Reduced
2070	BPC Bearing Point Capital Bloomington, Minnesota	$117M	-$3.33M	13	15.85%	Reduced
2071	DSCM Divisadero Street Capital Management Miami, Florida	$117M	+$22.6M	3	2.65%	Increased
2072	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$117M	+$4.6M	1	4.51%	Increased
2073	YL YCG LLC Austin, Texas	$117M	-$9.58M	3	10.29%	Reduced
2074	PAM Palisade Asset Management Minneapolis, Minnesota	$117M	+$64.1K	11	10.79%	Increased
2075	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$117M	+$15.7M	25	6.11%	Increased