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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	TSS Thomas Story & Son Culver, Indiana	$2.24M	+$2.22M	2	1.4%	New
2227	T Tahithromos New York	$2.24M	+$2.31M	1	0.43%	New
2228	Massachusetts Mutual Life Insurance Springfield, Massachusetts	$2.23M	+$2.19M	3	9.06%	New
2229	TCM Tygh Capital Management Portland, Oregon	$2.22M	+$2.26M	1	0.49%	New
2230	AC Alexandria Capital Arlington, Virginia	$2.19M	+$2.25M	9	1.07%	New
2231	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.18M	+$2.26M	3	1.1%	New
2232	SWM Segment Wealth Management Houston, Texas	$2.18M	+$2.32M	2	1.3%	New
2233	KIA King Investment Advisors Houston, Texas	$2.17M	+$2.16M	2	0.9%	New
2234	WIC Wood Investment Counsel Denver, Colorado	$2.14M	+$2.14M	2	0.4%	New
2235	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$2.13M	+$2.17M	3	1.18%	New
2236	YU Yale University New Haven, Connecticut	$2.12M	+$1.83M	2	4.14%	New
2237	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$2.12M	+$2.17M	6	1.82%	New
2238	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$2.1M	+$2.23M	2	4.87%	New
2239	CP Camelot Portfolios Maumee, Ohio	$2.1M	+$2.03M	3	1.6%	New
2240	SAM Summit Asset Management Memphis, Tennessee	$2.09M	+$2.18M	2	2.03%	New
2241	MBT Montecito Bank & Trust Santa Barbara, California	$2.08M	+$2.13M	5	1.4%	New
2242	SCM Silver Capital Management New York	$2.07M	+$1.97M	1	1.96%	New
2243	UFG United Fire Group Cedar Rapids, Iowa	$2.07M	+$2.08M	4	1.07%	New
2244	SPM Symmetry Peak Management Radnor, Pennsylvania	$2.06M	+$1.8M	3	0.4%	New
2245	CFA Camarda Financial Advisors Fleming Island, Florida	$2.05M	+$2.04M	5	1.88%	New
2246	CCM Corsair Capital Management New York	$2.04M	+$1.97M	1	0.26%	New
2247	ICM IMS Capital Management Portland, Oregon	$2.04M	+$2.08M	5	2.93%	New
2248	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.04M	+$2.07M	5	1.94%	New
2249	NAM Needelman Asset Management Ladera Ranch, California	$2.03M	+$2.08M	3	7.42%	New
2250	BCM Boyle Capital Management West Des Moines, Iowa	$2.03M	+$1.93M	1	1.9%	New