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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
2101	Crosspoint Capital Strategies Orinda, California	$8.47M	+$3.65M	4	8.67%	Increased
2102	WC Whitnell & Co Oak Brook, Illinois	$8.46M	-$24K	9	2.76%	Reduced
2103	Newman Dignan & Sheerar Inc Providence, Rhode Island	$8.46M	+$3.03M	8	5.28%	Increased
2104	PC Palo Capital Newport Beach, California	$8.42M	+$4.33M	5	2.89%	Increased
2105	Vicus Capital State College, Pennsylvania	$8.4M	+$374K	4	2.04%	Increased
2106	Soros Fund Management New York	$8.39M	-$95.7M	2	0.18%	Reduced
2107	Freshford Capital Management Rye Brook, New York	$8.38M	+$477K	2	2.46%	Increased
2108	Stillwater Investment Management (California) Palo Alto, California	$8.37M	-$3.11M	1	4.8%	Reduced
2109	Forvis Mazars Wealth Advisors Springfield, Missouri	$8.36M	+$392K	9	1.24%	Increased
2110	American Investment Services Great Barrington, Massachusetts	$8.33M	+$3.74M	3	3.6%	Increased
2111	Marathon Trading Investment Management Radnor, Pennsylvania	$8.33M	-$3.66M	7	1.44%	Reduced
2112	Wellington Shields & Co New York	$8.31M	+$127K	3	5.16%	Increased
2113	BCWM LLC Overland Park, Kansas	$8.28M	+$1.82M	2	3.98%	Increased
2114	Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$8.28M	-$188K	4	6.82%	Reduced
2115	Summit Securities Group New York	$8.28M	+$6.82M	6	4.42%	Increased
2116	Haverford Financial Services Radnor, Pennsylvania	$8.27M	-$120K	2	3.49%	Reduced
2117	SevenBridge Financial Group Harrisburg, Pennsylvania	$8.27M	-$66.6M	16	5.79%	Reduced
2118	ABP Arthur B. Page	$8.25M	+$8.28K	5	8.29%	Increased
2119	YP Yellowstone Partners Idaho Falls, Idaho	$8.24M	+$1.07M	6	3.54%	Increased
2120	Blue Fin Capital Warren, Rhode Island	$8.22M	+$307K	5	6.82%	Increased
2121	Baldwin Wealth Partners Marion, Massachusetts	$8.21M	-$2.22M	9	1.69%	Reduced
2122	Seminole Management New York	$8.2M	-$95.9M	1	0.83%	Reduced
2123	SOL Capital Management Rockville, Maryland	$8.2M	-$426K	7	2.73%	Reduced
2124	Scholtz & Company Stamford, Connecticut	$8.19M	+$167K	3	8.42%	Increased
2125	Monarch Capital Management Fort Wayne, Indiana	$8.17M	-$267K	5	3.04%	Reduced