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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
2401	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$814K	+$807K	3	9.42%	New
2402	O'Shaughnessy Asset Management Stamford, Connecticut	$806K	+$812K	7	0.02%	New
2403	Guinness Asset Management London, United Kingdom	$797K	+$756K	1	0.61%	New
2404	SM Southport Management Wilson, Wyoming	$792K	+$768K	1	1.11%	New
2405	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$785K	+$780K	3	0.05%	New
2406	BWP BSW Wealth Partners Boulder, Colorado	$780K	+$831K	1	0.69%	New
2407	SWA SFMG Wealth Advisors Plano, Texas	$777K	+$790K	3	0.31%	New
2408	KIA Kopp Investment Advisors Bloomington, Minnesota	$775K	+$826K	1	0.3%	New
2409	GPC Glacier Peak Capital Bellevue, Washington	$764K	+$815K	1	0.78%	New
2410	GDF Graham & Dodd Fund New York	$761K	+$722K	1	1.52%	New
2411	STIA Stone Toro Investment Advisers Princeton, New Jersey	$761K	+$784K	2	0.46%	New
2412	ACM Antonetti Capital Management Naples, Florida	$757K	+$786K	9	0.83%	New
2413	Advisory Services Network Atlanta, Georgia	$727K	+$694K	1	0.59%	New
2414	BIG Blackthorn Investment Group Overland Park, Kansas	$723K	+$723K	2	0.22%	New
2415	Tenor Capital Management New York	$723K	+$672K	1	0.08%	New
2416	FIM Friedberg Investment Management Houston, Texas	$721K	+$696K	1	0.32%	New
2417	TCM TD Capital Management Memphis, Tennessee	$717K	+$737K	5	0.17%	New
2418	VF Virtu Financial New York	$708K	+$718K	2	0.07%	New
2419	QC QCM Cayman Houston, Texas	$705K	+$700K	2	0.53%	New
2420	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$696K	+$718K	2	1.9%	New
2421	OAM Orinda Asset Management Lafayette, California	$696K	+$699K	5	2.28%	New
2422	Karpus Investment Management Pittsford, New York	$690K	+$735K	1	0.05%	New
2423	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$688K	+$733K	1	0.05%	New
2424	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$687K	+$652K	1	0.69%	New
2425	IFS Ifrah Financial Services Little Rock, Arkansas	$684K	+$649K	1	0.34%	New