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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
2226	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$102M	-$2.58M	3	12.55%	Reduced
2227	CT Clearstead Trust Portland, Maine	$102M	-$153K	29	13.38%	Reduced
2228	Reinhart Partners Mequon, Wisconsin	$102M	-$69M	1	2.34%	Reduced
2229	CA CV Advisors Aventura, Florida	$102M	+$22.1M	12	18.88%	Increased
2230	BWM BNC Wealth Management Beaverton, Oregon	$102M	+$9.97M	17	24.71%	Increased
2231	TM TigerOak Management Albuquerque, New Mexico	$102M	+$587K	17	28.66%	Increased
2232	GWP Gateway Wealth Partners Appleton, Wisconsin	$102M	-$71.5M	26	6.12%	Reduced
2233	FTIA Four Tree Island Advisory Portsmouth, New Hampshire	$102M	+$3.18M	2	33.62%	Increased
2234	TIP Torray Investment Partners Bethesda, Maryland	$102M	+$7M	8	13.75%	Increased
2235	CA Claro Advisors Boston, Massachusetts	$102M	+$3.41M	24	10.69%	Increased
2236	BIA Benchmark Investment Advisors Chicago, Illinois	$102M	+$2.08M	13	44.63%	Increased
2237	JWM Jessup Wealth Management Dayton, Ohio	$102M	-$5.91M	9	30.3%	Reduced
2238	WC Winmill & Co Walpole, New Hampshire	$102M	+$16.1M	5	22.49%	Increased
2239	AFT Alpha Family Trust Los Angeles, California	$102M	+$2.42M	19	40.84%	Increased
2240	PWM Pathway Wealth Management Dallas, Texas	$101M	-$3.8M	10	70.59%	Reduced
2241	ATS Ashton Thomas Securities Rochester, New York	$101M	+$9.79M	19	14.94%	Increased
2242	CM Cercano Management Bellevue, Washington	$101M	-$462M	12	13.49%	Reduced
2243	Waldron Private Wealth Bridgeville, Pennsylvania	$101M	+$3.28M	24	3.5%	Increased
2244	BMWM Brown Miller Wealth Management Mclean, Virginia	$101M	+$105K	10	25.4%	Increased
2245	PCM Prelude Capital Management New York	$101M	-$41.6M	47	7.35%	Reduced
2246	CCAM Codex Capital Asset Management Dallas, Texas	$101M	-$7.44M	6	34.84%	Reduced
2247	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$101M	-$4.5M	10	13.71%	Reduced
2248	GPC Greenstone Partners & Co Larkspur, California	$101M	$0	1	23.25%	Maintained
2249	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$101M	+$13.5M	24	21.32%	Increased
2250	PCS Personal CFO Solutions Chester, New Jersey	$101M	+$2.19M	24	14.53%	Increased