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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
2201	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$105M	+$18.5M	22	9.8%	Increased
2202	CA Crewe Advisors Salt Lake City, Utah	$105M	+$3.57M	45	7.6%	Increased
2203	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$105M	-$1.37M	11	16.7%	Reduced
2204	BLAM Bourne Lent Asset Management Pawling, New York	$105M	-$5.75M	7	36.19%	Reduced
2205	CIC Chase Investment Counsel Charlottesville, Virginia	$105M	+$2.76M	12	22.1%	Increased
2206	LA LVW Advisors Pittsford, New York	$105M	-$1.52M	21	9.05%	Reduced
2207	RC RV Capital Schindellegi, Switzerland	$105M	-$809K	4	27.34%	Reduced
2208	LBWM Left Brain Wealth Management Naperville, Illinois	$105M	+$13.6M	17	31.56%	Increased
2209	KCM KRS Capital Management Bloomfield, Michigan	$105M	-$1.2M	17	48.71%	Reduced
2210	WDA Wendell David Associates Portsmouth, New Hampshire	$104M	+$304K	10	11.04%	Increased
2211	WA WP Advisors San Francisco, California	$104M	-$2.98M	13	25.22%	Reduced
2212	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$104M	+$4.02M	13	10.08%	Increased
2213	LAI Legal Advantage Investments Los Altos Hills, California	$104M	+$73.2M	11	36.52%	Increased
2214	MFA Mayflower Financial Advisors Boston, Massachusetts	$104M	+$5.44M	22	8.99%	Increased
2215	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$104M	+$323K	17	5.53%	Increased
2216	QC Quent Capital New York	$104M	+$4.29M	38	6.38%	Increased
2217	EP Edgestream Partners Princeton, New Jersey	$103M	-$19.5M	25	3.07%	Reduced
2218	BCM Benchstone Capital Management New York	$103M	-$54.8M	8	12.46%	Reduced
2219	SM Selkirk Management Chatham, New Jersey	$103M	+$7.01M	8	32.11%	Increased
2220	KAS Kemnay Advisory Services New York	$103M	+$24.5M	38	13.02%	Increased
2221	MWA Meridian Wealth Advisors Austin, Texas	$103M	+$4.3M	13	11.69%	Increased
2222	AO Advisor OS Chicago, Illinois	$103M	+$3.19M	25	6.86%	Increased
2223	FG Franchise GP Grand Cayman,	$103M	-$31.8M	8	47.73%	Reduced
2224	MGIA Matthew Goff Investment Advisor Houston, Texas	$102M	-$3.78M	7	17.3%	Reduced
2225	SIM Seaview Investment Managers Miami, Florida	$102M	-$8.7M	19	30.59%	Reduced