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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	MCM Mork Capital Management Healdsburg, California	$3.57M	+$3.54M	4	2.72%	New
2452	WIC Wilkins Investment Counsel Boston, Massachusetts	$3.56M	-$16.7K	2	1.24%	Reduced
2453	HCM Hall Capital Management Barrington, Rhode Island	$3.56M	+$3.63M	2	3.66%	New
2454	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3.55M	-$609K	15	2.15%	Reduced
2455	SCA Secor Capital Advisors New York	$3.54M	+$2.22M	7	1.48%	Increased
2456	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$3.53M	+$610K	1	0.5%	Increased
2457	LMAM Legg Mason Asset Management Tokyo, Japan	$3.52M	-$1.47M	4	2.66%	Reduced
2458	WCM Washington Capital Management Seattle, Washington	$3.52M	-$1.99M	2	1.47%	Reduced
2459	HW Hedeker Wealth Lincolnshire, Illinois	$3.51M	+$3.54M	3	2.84%	New
2460	NFG NewFocus Financial Group Vancouver, Washington	$3.5M	-$2.04M	1	2.41%	Reduced
2461	MBT Montecito Bank & Trust Santa Barbara, California	$3.49M	+$572K	6	1.83%	Increased
2462	AHB Abner Herrman & Brock Jersey City, New Jersey	$3.48M	-$5.7M	2	1.77%	Reduced
2463	KAM Kokusai Asset Management Tokyo, Japan	$3.48M	-$192K	1	5.3%	Reduced
2464	PIM PCO Investment Management Mill Valley, California	$3.47M	+$3.51M	1	2.04%	New
2465	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$3.47M	+$3.47M	4	2.93%	New
2466	TBAM True Bearing Asset Management San Francisco, California	$3.46M	-$58.6K	2	1.72%	Reduced
2467	CCB Cutter & Co Brokerage Ballwin, Missouri	$3.46M	+$152K	5	1.32%	Increased
2468	C CFO4Life Coppell, Texas	$3.43M	+$3.39M	4	2.83%	New
2469	TDC Thompson Davis & Co Richmond, Virginia	$3.43M	-$922K	20	3.97%	Reduced
2470	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$3.42M	+$1.2M	1	0.54%	Increased
2471	F Filament Seattle, Washington	$3.42M	-$123K	1	1.58%	Reduced
2472	GAM Garrison Asset Management Fayetteville, Arkansas	$3.42M	$0	3	2.57%	Maintained
2473	CCM Cortex Capital Management Fort Worth, Texas	$3.42M	-$2.06M	1	4.35%	Reduced
2474	PH Pinnacle Holdings Tulsa, Oklahoma	$3.42M	-$128K	2	1.13%	Reduced
2475	CPO Cerity Partners OCIO New York	$3.41M	-$106K	5	0.41%	Reduced