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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
2426	ROC Robertson Opportunity Capital Dallas, Texas	$2.3M	$0	1	1.56%	Maintained
2427	OL Orbitronix LP Newport Beach, California	$2.26M	+$1.8M	2	1.65%	Increased
2428	UFG United Fire Group Cedar Rapids, Iowa	$2.26M	$0	4	1.01%	Maintained
2429	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$2.25M	+$373K	2	1.9%	Increased
2430	CA Corrado Advisors Ramsey, New Jersey	$2.25M	+$522K	2	1.02%	Increased
2431	GAG GM Advisory Group Melville, New York	$2.25M	+$2.09M	4	2.31%	New
2432	HCM HM Capital Management Clayton, Missouri	$2.24M	+$2.16M	1	2.61%	New
2433	AW Alpha Windward Westwood, Massachusetts	$2.23M	+$527K	9	1.54%	Increased
2434	EP Edgestream Partners Princeton, New Jersey	$2.2M	+$1.99M	2	4.75%	New
2435	MVA Mount Vernon Associates Baltimore, Maryland	$2.2M	-$3.7K	3	5.75%	Reduced
2436	AIC Atlantic Investment Company Atlanta, Georgia	$2.19M	+$91K	4	1.93%	Increased
2437	I2I Insight 2811 Inc Chicago, Illinois	$2.19M	-$559K	3	1.08%	Reduced
2438	Plancorp LLC Saint Louis, Missouri	$2.18M	+$2.1M	4	1.91%	New
2439	Gradient Investments Arden Hills, Minnesota	$2.18M	+$365K	8	0.58%	Increased
2440	TPM T2 Partners Management New York	$2.17M	+$1.51M	1	3.54%	Increased
2441	RHFI Reilly Herbert Faulkner III	$2.16M	+$2.08M	1	2.14%	New
2442	Dynamic Advisor Solutions Phoenix, Arizona	$2.16M	+$1.99M	3	1.6%	New
2443	WSA Wall Street Associates Lajolla, California	$2.15M	-$4.18M	3	0.18%	Reduced
2444	BCM Breithorn Capital Management New York	$2.15M	+$9.14K	1	1.2%	Increased
2445	WA WealthTrust Axiom Wayne, Pennsylvania	$2.15M	-$3.58K	3	0.83%	Reduced
2446	Guinness Asset Management London, United Kingdom	$2.15M	+$143K	2	1.33%	Increased
2447	SNS Financial Group Minneapolis, Minnesota	$2.13M	+$1.18M	5	0.98%	Increased
2448	W.H. Reaves & Co Jersey City, New Jersey	$2.12M	-$42K	2	0.07%	Reduced
2449	GCM Goldman Capital Management New York	$2.12M	-$1.23K	1	1.16%	Reduced
2450	PC Pecaut & Co Sioux City, Iowa	$2.12M	+$2.02M	2	2.07%	New