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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
2101	CCM Chickasaw Capital Management Memphis, Tennessee	$3.8M	+$2.49M	3	0.26%	Increased
2102	JAM Jolley Asset Management Rocky Mount, North Carolina	$3.79M	-$3.58M	4	3.16%	Reduced
2103	ACMI Amida Capital Management II New York	$3.79M	-$645K	4	1.45%	Reduced
2104	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$3.77M	-$131K	5	4.28%	Reduced
2105	BOS Bingham Osborn & Scarborough San Francisco, California	$3.77M	+$165K	5	0.6%	Increased
2106	ACM Arrow Capital Management New York	$3.77M	+$2.79M	1	2.88%	New
2107	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$3.76M	+$329K	4	5.45%	Increased
2108	PAM Peninsula Asset Management Bradenton, Florida	$3.71M	-$57.5K	2	3.33%	Reduced
2109	PG Proffitt & Goodson Knoxville, Tennessee	$3.71M	+$357	3	2.67%	Increased
2110	FWM Focused Wealth Management Newburgh, New York	$3.7M	+$3.73M	12	3.52%	New
2111	PMFA Plante Moran Financial Advisors Southfield, Michigan	$3.69M	+$28.9K	8	2.26%	Increased
2112	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.69M	+$13.1K	5	0.58%	Increased
2113	BMM Buffington Mohr McNeal Boise, Idaho	$3.68M	-$114K	3	2.31%	Reduced
2114	SAM Southernsun Asset Management Memphis, Tennessee	$3.66M	+$3.55M	1	0.09%	New
2115	SST S Squared Technology New York	$3.65M	-$9.01M	2	4.65%	Reduced
2116	DMK David M. Knott	$3.63M	$0	1	0.69%	Maintained
2117	FSA Financial Sense Advisors San Diego, California	$3.61M	-$493K	2	1.57%	Reduced
2118	NFG Nadler Financial Group Deerfield, Illinois	$3.61M	-$1.18M	5	2.62%	Reduced
2119	SC Schulhoff & Co Cincinnati, Ohio	$3.59M	+$94.5K	3	2.6%	Increased
2120	Brinker Capital Berwyn, Pennsylvania	$3.58M	-$321K	5	0.36%	Reduced
2121	LC Lakeshore Capital Birmingham, Alabama	$3.53M	-$8.03K	1	3.21%	Reduced
2122	AIM Acropolis Investment Management St. Louis, Missouri	$3.53M	+$149K	4	0.74%	Increased
2123	FHB First Hawaiian Bank Honolulu, Hawaii	$3.52M	-$749K	7	0.71%	Reduced
2124	SCM Stuyvesant Capital Management Armonk, New York	$3.51M	-$41.1K	1	6.84%	Reduced
2125	ACM Ashford Capital Management Wilmington, Delaware	$3.51M	-$605K	4	0.7%	Reduced