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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.

269 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	Burke & Herbert Bank & Trust Alexandria, Virginia	$5.7M	+$294K	7	5.18%	Increased
2327	EGA E&G Advisors Houston, Texas	$5.69M	+$537K	6	3.45%	Increased
2328	Portland Global Advisors Portland, Maine	$5.69M	+$32.8K	4	2.61%	Increased
2329	Carl Domino West Palm Beach, Florida	$5.68M	+$694K	7	5.32%	Increased
2330	Boyar Asset Management New York	$5.67M	-$85.3K	2	4.49%	Reduced
2331	American Trust Investment Advisors Lebanon, New Hampshire	$5.65M	-$1.02M	4	5.82%	Reduced
2332	SignatureFD Atlanta, Georgia	$5.64M	+$869K	22	0.82%	Increased
2333	Atlantic Investment Management New York	$5.62M	-$4.46M	1	0.73%	Reduced
2334	SM Sciencast Management Princeton, New Jersey	$5.62M	+$1.71M	7	2.47%	Increased
2335	Stadion Money Management Watkinsville, Georgia	$5.6M	+$373K	2	0.19%	Increased
2336	Cascade Investment Advisors Oregon City, Oregon	$5.6M	+$5.57M	5	5.38%	New
2337	Third Avenue Management New York	$5.59M	-$2.31M	1	0.25%	Reduced
2338	HA Hamel Associates Chatham, New Jersey	$5.58M	-$21.2K	4	2.89%	Reduced
2339	First Financial Corp Terre Haute, Indiana	$5.58M	-$3.86M	10	3.24%	Reduced
2340	Quadrant Capital Group Cincinnati, Ohio	$5.57M	+$490K	28	3.83%	Increased
2341	RC Reik & Co New York	$5.57M	+$48.8K	3	1.89%	Increased
2342	JC JBF Capital Aspen, Colorado	$5.54M	-$12.7M	1	0.7%	Reduced
2343	Holderness Investments Company Greensboro, North Carolina	$5.51M	-$117K	3	5.55%	Reduced
2344	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$5.5M	-$53.9K	3	6.86%	Reduced
2345	Financial Sense Advisors San Diego, California	$5.5M	+$326K	1	3.09%	Increased
2346	Garde Capital Seattle, Washington	$5.48M	-$12.7K	5	1.77%	Reduced
2347	Excalibur Management Waltham, Massachusetts	$5.47M	-$42.2K	3	4.7%	Reduced
2348	Wheatland Advisors Lancaster, Pennsylvania	$5.46M	-$60.5K	4	5.25%	Reduced
2349	Truepoint Inc Cincinnati, Ohio	$5.46M	-$23K	1	0.7%	Reduced
2350	Rodgers Brothers Harmony, Pennsylvania	$5.46M	+$745K	3	2.25%	Increased