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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
2326	AI ArchPoint Investors Coral Gables, Florida	$1.44M	-$11.9K	2	1.59%	Reduced
2327	TM TigerShark Management New York	$1.44M	-$482K	1	1.05%	Reduced
2328	LG LaFleur & Godfrey Grand Rapids, Michigan	$1.43M	+$164K	1	0.41%	Increased
2329	CCM Carlson Capital Management Northfield, Minnesota	$1.42M	+$355K	2	0.64%	Increased
2330	Brinker Capital Investments Berwyn, Pennsylvania	$1.41M	+$508K	4	0.06%	Increased
2331	CP Camelot Portfolios Maumee, Ohio	$1.41M	-$661K	3	1.04%	Reduced
2332	GC Gratry & Company Beachwood, Ohio	$1.41M	-$463K	2	0.5%	Reduced
2333	IIM Ironwood Investment Management Boston, Massachusetts	$1.41M	+$11.5K	1	0.22%	Increased
2334	HF Hoxton Financial Shepherdstown, West Virginia	$1.41M	+$65.9K	9	1.37%	Increased
2335	ACM Akanthos Capital Management Woodland Hills, California	$1.4M	+$640K	1	1.79%	Increased
2336	NAM Nichols Asset Management Sudbury, Massachusetts	$1.37M	-$66.7K	4	0.38%	Reduced
2337	FMA FNY Managed Accounts New York	$1.35M	-$398K	5	1.5%	Reduced
2338	FBT Founders Bank & Trust Grand Rapids, Michigan	$1.35M	-$22.2K	5	0.69%	Reduced
2339	SFM Signature Financial Management Norfolk, Virginia	$1.34M	-$438K	3	1.18%	Reduced
2340	TIM Tortoise Investment Management White Plains, New York	$1.34M	-$52.4K	4	0.81%	Reduced
2341	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$1.34M	+$1.25M	1	0.21%	New
2342	WI Wedgewood Investors Erie, Pennsylvania	$1.33M	$0	3	1.58%	Maintained
2343	IAS INR Advisory Services Media, Pennsylvania	$1.33M	$0	2	0.35%	Maintained
2344	GCM Grisanti Capital Management New York	$1.32M	+$882K	1	0.61%	Increased
2345	WP Warburg Pincus New York	$1.3M	-$608M	1	0.02%	Reduced
2346	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$1.29M	+$1.41M	1	0.18%	New
2347	IGM Incline Global Management New York	$1.29M	+$954K	1	1.11%	New
2348	Polar Asset Management Partners Toronto, Ontario, Canada	$1.28M	-$9.05M	1	0.05%	Reduced
2349	RIA Regal Investment Advisors Kentwood, Michigan	$1.28M	+$265K	12	0.75%	Increased
2350	Conestoga Capital Advisors Wayne, Pennsylvania	$1.25M	-$34.6K	2	0.11%	Reduced