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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	Bank Hapoalim BM Tel Aviv, Israel	$3.57M	+$11.7M	3	0.83%	Increased
2402	MUFG Securities EMEA London, United Kingdom	$3.57M	-$6.18M	1	1.36%	Reduced
2403	Semper Augustus Investments Group Highlands Ranch, Colorado	$3.56M	-$249K	1	2.5%	Reduced
2404	St. Denis J. Villere & Co New Orleans, Louisiana	$3.55M	+$454K	1	0.19%	Increased
2405	Seven Eight Capital New York	$3.55M	+$2.81M	15	3.08%	Increased
2406	CCC Cincinnati Casualty Company Fairfield, Ohio	$3.54M	$0	1	4.52%	Maintained
2407	Summit Financial Wealth Advisors Lafayette, Louisiana	$3.54M	+$2.93M	8	2.29%	Increased
2408	GIM Groesbeck Investment Management Paramus, New Jersey	$3.52M	-$3.69M	3	2.22%	Reduced
2409	Balentine LLC Atlanta, Georgia	$3.49M	+$2.42M	12	0.64%	Increased
2410	Signet Financial Management Parsippany, New Jersey	$3.49M	-$3.46M	6	0.79%	Reduced
2411	Wilkins Investment Counsel Boston, Massachusetts	$3.49M	+$358K	3	1.33%	Increased
2412	Kovack Advisors Ft. Lauderdale, Florida	$3.48M	+$314K	6	2.43%	Increased
2413	HPBT High Point Bank & Trust High Point, North Carolina	$3.48M	+$10.7K	7	0.99%	Increased
2414	EVC Eidelman Virant Capital Saint Louis, Missouri	$3.47M	-$545K	2	2.37%	Reduced
2415	WAS Winch Advisory Services Appleton, Wisconsin	$3.47M	-$639K	6	5.07%	Reduced
2416	PIM Partner Investment Management San Francisco, California	$3.46M	+$298K	3	5.24%	Increased
2417	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$3.45M	+$61.7K	4	5.93%	Increased
2418	FCCM First City Capital Management Savannah, Georgia	$3.43M	+$156K	12	2.52%	Increased
2419	Lincoln National Corp Radnor, Pennsylvania	$3.42M	+$117K	5	0.26%	Increased
2420	Prospera Financial Services Dallas, Texas	$3.42M	+$198K	5	0.87%	Increased
2421	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$3.42M	+$52.7K	4	2.08%	Increased
2422	Squarepoint New York	$3.41M	-$888K	5	0.85%	Reduced
2423	NFG NewFocus Financial Group Vancouver, Washington	$3.4M	+$48.8K	2	2.62%	Increased
2424	B. Riley Wealth Management Memphis, Tennessee	$3.38M	-$732K	6	4.8%	Reduced
2425	U.S. Global Investors (USGI) San Antonio, Texas	$3.38M	-$179K	6	1.79%	Reduced