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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	CCM Carderock Capital Management Chevy Chase, Maryland	$2.38M	+$401K	6	1.21%	Increased
2427	Lincoln National Corp Radnor, Pennsylvania	$2.37M	+$429K	4	0.33%	Increased
2428	Alyeska Investment Group Chicago, Illinois	$2.36M	-$1.74M	1	0.06%	Reduced
2429	GIM Guardian Investment Management Tiburon, California	$2.35M	+$1.09M	2	2.72%	Increased
2430	Guinness Asset Management London, United Kingdom	$2.34M	-$6.01K	2	1.43%	Reduced
2431	HCM Highlander Capital Management Short Hills, New Jersey	$2.32M	+$63.4K	6	2.18%	Increased
2432	CCM Coe Capital Management Highland Park, Illinois	$2.32M	-$2.19M	3	0.68%	Reduced
2433	CMANY Capital Management Associates (New York) New York	$2.28M	+$165K	3	3.3%	Increased
2434	SM Senvest Management New York	$2.27M	-$642K	2	0.18%	Reduced
2435	HCM HM Capital Management Clayton, Missouri	$2.25M	-$43.3K	1	3.54%	Reduced
2436	MVA Mount Vernon Associates Baltimore, Maryland	$2.25M	-$72.6K	3	5.89%	Reduced
2437	VNB Valley National Bancorp New York	$2.25M	-$1.31M	4	2.96%	Reduced
2438	Hillsdale Investment Management Toronto, Ontario, Canada	$2.24M	-$368K	13	0.63%	Reduced
2439	BCM Breithorn Capital Management New York	$2.21M	+$8.8K	1	1.18%	Increased
2440	FPC Falcon Point Capital San Francisco, California	$2.19M	+$878K	3	2.11%	Increased
2441	PFA Paradigm Financial Advisors Des Peres, Missouri	$2.19M	-$287K	8	2.01%	Reduced
2442	V1I Victoria 1522 Investments San Francisco, California	$2.18M	+$1.31M	1	4.16%	Increased
2443	EEG E.E. Geduld	$2.16M	+$1.79M	3	1.17%	Increased
2444	AIC Atlantic Investment Company Atlanta, Georgia	$2.16M	-$116K	4	2.1%	Reduced
2445	KA Kerrisdale Advisers Miami, Florida	$2.15M	-$4.24M	1	1.06%	Reduced
2446	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$2.15M	+$58.8K	4	5.79%	Increased
2447	PC Pecaut & Co Sioux City, Iowa	$2.14M	-$18.3K	2	2.12%	Reduced
2448	BWM Braver Wealth Management Needham, Massachusetts	$2.13M	+$11.2K	1	0.61%	Increased
2449	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.13M	-$788K	4	1.18%	Reduced
2450	SG Somerset Group Wayzata, Minnesota	$2.12M	-$961K	2	2.03%	Reduced