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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
2126	SM Southport Management Wilson, Wyoming	$3.5M	+$2.45M	2	5.87%	Increased
2127	BIG Blackthorn Investment Group Overland Park, Kansas	$3.49M	+$2.65M	7	1.28%	Increased
2128	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$3.48M	$0	2	5.17%	Maintained
2129	RC RBO & Co Saint Helena, California	$3.46M	+$38.7K	1	1.48%	Increased
2130	HCA Harbour Capital Advisors Tysons Corner, Virginia	$3.45M	+$108K	6	3.78%	Increased
2131	I IberiaBank Lafayette, Louisiana	$3.45M	+$120K	4	2.26%	Increased
2132	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$3.45M	+$2.29K	12	2.23%	Increased
2133	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$3.44M	-$24.2K	4	2.19%	Reduced
2134	NES New England Securities New York	$3.42M	+$677K	16	1.73%	Increased
2135	CCM Carderock Capital Management Chevy Chase, Maryland	$3.4M	-$1.21M	4	1.97%	Reduced
2136	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$3.4M	+$6.71K	2	2.31%	Increased
2137	Prospera Financial Services Dallas, Texas	$3.39M	-$437K	5	1.29%	Reduced
2138	AG Artal Group Luxembourg	$3.37M	-$2.94M	1	0.11%	Reduced
2139	DM Diker Management New York	$3.36M	+$332K	3	0.86%	Increased
2140	CAM Castlerock Asset Management New York	$3.35M	-$63.8K	1	4.7%	Reduced
2141	CAM CMT Asset Management Chicago, Illinois	$3.35M	-$7.59M	3	0.17%	Reduced
2142	WKA Wilson Kemp & Associates Birmingham, Michigan	$3.33M	-$5.74M	3	7.34%	Reduced
2143	KA Kerrisdale Advisers Miami, Florida	$3.32M	-$532K	2	1.54%	Reduced
2144	MAA Mraz Amerine & Associates Modesto, California	$3.32M	-$174	2	1.6%	Reduced
2145	KRC Kingdom Ridge Capital White Plains, New York	$3.32M	+$3.56M	1	1.2%	New
2146	NIMI Natixis Investment Managers International Paris, France	$3.32M	+$141K	6	0.76%	Increased
2147	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$3.31M	-$99.6K	3	1.79%	Reduced
2148	SAM SignalPoint Asset Management Springfield, Missouri	$3.3M	+$13.2M	5	2.1%	New
2149	FIM Freedom Investment Management Hartford, Connecticut	$3.28M	+$238K	7	0.94%	Increased
2150	VIP Vantage Investment Partners Kansas City, Missouri	$3.27M	+$13.6K	2	1.03%	Increased