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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
2451	NHAS Novo Holdings A/S Hellerup, Denmark	$86.3M	$0	2	5.01%	Maintained
2452	FBFS First Business Financial Services Madison, Wisconsin	$86.3M	+$2.41M	16	6.69%	Increased
2453	CA Cornerstone Advisory Hunt Valley, Maryland	$86.3M	+$1.71M	19	7.16%	Increased
2454	VNA Valley National Advisers Bethlehem, Pennsylvania	$86.1M	-$719K	41	9.57%	Reduced
2455	GAM Goldentree Asset Management New York	$86.1M	+$7.25M	2	5%	Increased
2456	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$86.1M	+$4.21M	12	10.22%	Increased
2457	PWM Palacios Wealth Management Ormond Beach, Florida	$85.9M	-$488K	16	50.77%	Reduced
2458	BRG Bay Rivers Group Williamsburg, Virginia	$85.9M	-$3.69M	14	29.3%	Reduced
2459	CANC Culbertson A N & Co Charlottesville, Virginia	$85.8M	+$372K	7	10%	Increased
2460	MFG Magnus Financial Group New York	$85.8M	+$4.87M	28	6.07%	Increased
2461	ACM Accent Capital Management Centerville, Ohio	$85.7M	-$14.6M	14	37.04%	Reduced
2462	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$85.7M	+$34.6M	10	10.59%	Increased
2463	FCM Fogel Capital Management Stuart, Florida	$85.6M	+$6.95M	10	34.44%	Increased
2464	RG Redmile Group San Francisco, California	$85.6M	-$8.53M	2	5.75%	Reduced
2465	CAG Curtis Advisory Group Santa Barbara, California	$85.6M	+$315K	9	16.63%	Increased
2466	CCT Capital City Trust Tallahassee, Florida	$85.6M	-$1.72M	10	17.75%	Reduced
2467	RCG Regatta Capital Group El Segundo, California	$85.6M	-$3.14M	17	11.51%	Reduced
2468	AWA Artemis Wealth Advisors New York	$85.6M	+$244K	10	10.25%	Increased
2469	IWS Insight Wealth Strategies San Ramon, California	$85.6M	-$6.15M	12	8.35%	Reduced
2470	SW Solidarity Wealth Lehi, Utah	$85.5M	-$2.25M	7	14.88%	Reduced
2471	TCM Tufton Capital Management Hunt Valley, Maryland	$85.5M	-$1.13M	8	14.34%	Reduced
2472	RP Rowlandmiller & Partners Atlanta, Georgia	$85.4M	+$2.03M	13	15.57%	Increased
2473	AIS AM Investment Strategies Chattanooga, Tennessee	$85.4M	-$211K	12	16.4%	Reduced
2474	SI Seeds Investor New York	$85.4M	+$23.3M	20	8.77%	Increased
2475	SOW State of Wyoming Cheyenne, Wyoming	$85.4M	+$7.44M	62	8.63%	Increased