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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
2301	SCA Salient Capital Advisors Houston, Texas	$1.51M	+$1.54M	4	0.07%	New
2302	HCMT Highland Capital Management (Texas) Dallas, Texas	$1.49M	+$1.38M	2	0.11%	New
2303	Hillsdale Investment Management Toronto, Ontario, Canada	$1.49M	+$1.49M	7	0.49%	New
2304	LWI Long Wharf Investors Boston, Massachusetts	$1.48M	+$1.5M	2	1.45%	New
2305	OCM Orleans Capital Management Mandeville, Louisiana	$1.48M	+$1.4M	1	0.83%	New
2306	BAM Banta Asset Management Newport Beach, California	$1.46M	+$1.53M	2	4.04%	New
2307	RCM Roc Capital Management	$1.46M	+$1.45M	4	4.62%	New
2308	HCM Harvest Capital Management Concord, New Hampshire	$1.45M	+$1.57M	2	1.09%	New
2309	AI ArchPoint Investors Coral Gables, Florida	$1.45M	+$1.38M	2	1.71%	New
2310	IIM Ironwood Investment Management Boston, Massachusetts	$1.45M	+$1.54M	1	0.26%	New
2311	HI Hudock Inc Williamsport, Pennsylvania	$1.44M	+$1.52M	5	2.12%	New
2312	OWIM Old West Investment Management Los Angeles, California	$1.44M	+$1.33M	1	0.71%	New
2313	THCM Tipp Hill Capital Management New York	$1.43M	+$1.11M	1	1.13%	New
2314	YMRC Yorktown Management & Research Company Forest, Virginia	$1.42M	+$1.45M	6	0.3%	New
2315	MIG Mariner Investment Group Harrison, New York	$1.42M	+$1.53M	2	0.59%	New
2316	FC Fayerweather Charles	$1.42M	+$1.39M	3	6.36%	New
2317	FBT Founders Bank & Trust Grand Rapids, Michigan	$1.42M	+$1.36M	5	0.76%	New
2318	AW Alpha Windward Westwood, Massachusetts	$1.41M	+$1.44M	6	1.13%	New
2319	NAM Nichols Asset Management Sudbury, Massachusetts	$1.41M	+$1.47M	4	0.43%	New
2320	MIU Man Investments (UK) London, United Kingdom	$1.41M	+$1.35M	6	0.31%	New
2321	TIM Tortoise Investment Management White Plains, New York	$1.39M	+$1.47M	4	0.92%	New
2322	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.38M	+$1.43M	5	0.97%	New
2323	IAS INR Advisory Services Media, Pennsylvania	$1.38M	+$1.31M	2	0.38%	New
2324	SC Sophrosyne Capital New York	$1.37M	+$1.26M	1	1.08%	New
2325	WI Wedgewood Investors Erie, Pennsylvania	$1.37M	+$1.34M	3	1.76%	New