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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
2251	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$100M	+$104M	14	8.47%	New
2252	MCM MV Capital Management Bethesda, Maryland	$100M	-$5.16M	37	8.9%	Reduced
2253	XF XML Financial Bethesda, Maryland	$100M	-$709K	21	7.3%	Reduced
2254	CCP Cunning Capital Partners Morrisville, North Carolina	$100M	$0	12	40.51%	Maintained
2255	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$100M	+$226K	24	14.61%	Increased
2256	CCS Concentric Capital Strategies Stamford, Connecticut	$100M	+$2.46M	22	5.56%	Increased
2257	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$100M	-$308K	14	14.1%	Reduced
2258	AIP Almanack Investment Partners Wayne, Pennsylvania	$100M	+$71.3M	29	12.76%	Increased
2259	BL BWCP LP Dallas, Texas	$100M	-$34.3M	2	14.29%	Reduced
2260	SFG Stonebridge Financial Group San Rafael, California	$100M	+$95.3M	23	13.86%	New
2261	AF Advisornet Financial Minnetonka, Minnesota	$100M	-$800K	55	4.57%	Reduced
2262	PWW Pettyjohn Wood & White Lynchburg, Virginia	$100M	+$492K	12	14.55%	Increased
2263	SSG Summit Securities Group New York	$100M	+$38.7M	31	9.56%	Increased
2264	CCM Cohen Capital Management Corte Madera, California	$100M	+$245K	15	13.6%	Increased
2265	GPWM Grant Private Wealth Management Pleasanton, California	$99.9M	+$11.5M	16	42.1%	Increased
2266	SCP Steamboat Capital Partners Rye, New York	$99.7M	-$22.9M	8	21.32%	Reduced
2267	MCM Manchester Capital Management Manchester, Vermont	$99.6M	+$1.45M	37	12.96%	Increased
2268	GU Georgetown University Washington, District of Columbia	$99.6M	+$93.2K	3	40.81%	Increased
2269	SAM Strategy Asset Managers Pasadena, California	$99.5M	-$6.63M	16	14.85%	Reduced
2270	DAS Daybright Advisory Services Miami, Florida	$99.5M	+$5.44M	12	23.75%	Increased
2271	WIS Wright Investors Service Shelton, Connecticut	$99.4M	+$3.65M	18	27.19%	Increased
2272	KFS Kurt F. Somerville	$99.2M	-$5.47M	9	23.68%	Reduced
2273	WMP Wealth Management Partners Tucson, Arizona	$99.1M	-$243K	19	23.32%	Reduced
2274	HCA Harbour Capital Advisors Tysons Corner, Virginia	$99.1M	-$698K	15	18.04%	Reduced
2275	OMG One Madison Group New York	$99M	+$11.9M	4	9.52%	Increased