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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	CC Columbia Capital Fullerton, California	$4.09M	-$199K	3	4.46%	Reduced
2402	Mariner Independent Advisor Network Overland Park, Kansas	$4.09M	+$2.79M	5	1.89%	Increased
2403	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$4.07M	$0	2	1.81%	Maintained
2404	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$4.07M	$0	2	4.78%	Maintained
2405	AGA Accuvest Global Advisors Provo, Utah	$4.07M	+$3.98M	3	0.87%	New
2406	HPBT High Point Bank & Trust High Point, North Carolina	$4.06M	-$26.3K	7	1.37%	Reduced
2407	GMA Goldstein Munger & Associates San Ramon, California	$4.05M	+$257K	2	1.7%	Increased
2408	Northeast Financial Consultants Westport, Connecticut	$4.04M	-$381K	3	2.13%	Reduced
2409	FL Fort LP Chevy Chase, Maryland	$4.04M	+$3.96M	4	3.2%	New
2410	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$4.03M	+$88.6K	4	4.03%	Increased
2411	CAM CMT Asset Management Chicago, Illinois	$4.02M	+$2.04M	5	0.24%	Increased
2412	PVWM Point View Wealth Management Summit, New Jersey	$4M	+$174K	3	2.97%	Increased
2413	DA Denali Advisors San Diego, California	$3.99M	-$237K	2	1.13%	Reduced
2414	SC Schulhoff & Co Cincinnati, Ohio	$3.98M	+$28.9K	3	2.4%	Increased
2415	OIM Orca Investment Management Roseburg, Oregon	$3.97M	-$2.66M	4	3.53%	Reduced
2416	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$3.97M	-$22.2K	1	2.54%	Reduced
2417	SJIM St. Johns Investment Management Jacksonville, Florida	$3.97M	+$568K	5	3.44%	Increased
2418	CFA Capstone Financial Advisors Downers Grove, Illinois	$3.95M	-$14.8K	6	1.23%	Reduced
2419	PTCG Pring Turner Capital Group Alamo, California	$3.93M	-$111K	1	4.12%	Reduced
2420	CIM Contrarius Investment Management St. Helier, Jersey	$3.91M	-$581K	1	0.29%	Reduced
2421	BCA Benchmark Capital Advisors New York	$3.9M	+$153K	2	2.62%	Increased
2422	ACS Archford Capital Strategies Swansea, Illinois	$3.89M	+$514K	14	2.86%	Increased
2423	KIG Kessler Investment Group Columbus, Indiana	$3.88M	-$571K	4	6.34%	Reduced
2424	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$3.87M	-$945K	2	1.35%	Reduced
2425	FIM Fruth Investment Management Houston, Texas	$3.87M	+$10.2K	4	1.64%	Increased