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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
2276	CCM Chinook Capital Management Lake Oswego, Oregon	$1.92M	-$1.01M	2	2.93%	Reduced
2277	SAA Southeast Asset Advisors Thomasville, Georgia	$1.88M	-$3.7M	2	0.82%	Reduced
2278	HCM Highlander Capital Management Short Hills, New Jersey	$1.86M	-$77.4K	7	1.87%	Reduced
2279	SIC Starr International Company Zug, Switzerland	$1.85M	+$1.9M	1	0.17%	New
2280	ZL Zeke LP Berwyn, Pennsylvania	$1.84M	-$1.95M	2	2.15%	Reduced
2281	AIC Atlantic Investment Company Atlanta, Georgia	$1.83M	-$51K	4	1.2%	Reduced
2282	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.81M	+$6.22K	4	5.26%	Increased
2283	CO Caldwell & Orkin Norcross, Georgia	$1.79M	-$3.61M	2	1.05%	Reduced
2284	LWI Long Wharf Investors Boston, Massachusetts	$1.79M	+$347K	3	1.7%	Increased
2285	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$1.78M	+$571K	4	2.11%	Increased
2286	Guinness Asset Management London, United Kingdom	$1.78M	+$997K	1	1.09%	Increased
2287	RMC Regis Management Company Menlo Park, California	$1.76M	-$51K	4	0.57%	Reduced
2288	SFS Signator Financial Services Boston, Massachusetts	$1.76M	+$111K	5	1.73%	Increased
2289	ADMI Albert D. Mason Inc Boston, Massachusetts	$1.76M	+$98.5K	1	0.37%	Increased
2290	HIC Harvey Investment Company Louisville, Kentucky	$1.75M	$0	2	0.5%	Maintained
2291	UAM UAS Asset Management New York	$1.74M	-$1.08M	2	1.19%	Reduced
2292	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$1.73M	-$371K	3	0.94%	Reduced
2293	FA FCG Advisors Chatham, New Jersey	$1.73M	-$248K	3	1.23%	Reduced
2294	FPC Falcon Point Capital San Francisco, California	$1.73M	+$927K	3	1.84%	Increased
2295	TCB Texas Capital Bancshares Dallas, Texas	$1.71M	-$115K	3	1.31%	Reduced
2296	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.7M	+$72.9K	3	0.76%	Increased
2297	TAM Thornmark Asset Management Toronto, Ontario, Canada	$1.68M	-$5.76M	2	4.83%	Reduced
2298	KS Karpas Strategies Litchfield, Connecticut	$1.68M	+$1.05K	2	0.98%	Increased
2299	LD Lipe & Dalton Syracuse, New York	$1.66M	+$83.5K	3	1.22%	Increased
2300	TCM Tygh Capital Management Portland, Oregon	$1.66M	-$862K	1	0.37%	Reduced