Cut through the noise. See how institutions, insiders, and members of Congress are positioning across the AI value chain—from chips and infrastructure to models and applications.
Institutions, corporate insiders, US Congress, and AI tickers
Compare AI exposure, concentration, and top holdings at a glance
Aggregated from 24 institutions' 13F/13G/D filings, sorted by number of holders.
| # | Company | Consensus | Total value | Top holders | Latest activity |
|---|---|---|---|---|---|
| 1 | 41/ 55 75% of investors | $204.37B |      | NEW3 funds +$498K TRIM19 funds −$9.94B ADD11 funds +$3.09B EXIT4 funds −$6.87B | |
| 2 | 41/ 55 75% of investors | $109.75B |  | NEW2 funds +$117M TRIM20 funds +$3.28B ADD9 funds +$11.33B EXIT7 funds −$1.38B | |
| 3 |  | 40/ 55 73% of investors | $112.14B | | NEW— TRIM19 funds −$11.32B ADD11 funds +$7.23B EXIT9 funds −$2.57B |
| 4 | 40/ 55 73% of investors | $33.91B |   | NEW1 funds +$8M TRIM19 funds −$2.28B ADD10 funds +$2.50B EXIT3 funds −$193M | |
| 5 | 36/ 55 65% of investors | $136.67B |  | NEW1 funds +$2.09B TRIM23 funds −$40.43B ADD5 funds +$337M EXIT13 funds −$3.22B | |
| 6 | 36/ 55 65% of investors | $78.85B |  | NEW3 funds +$57M TRIM8 funds −$1.90B ADD12 funds +$2.63B EXIT8 funds −$1.54B | |
| 7 | 35/ 55 64% of investors | $70.26B | | NEW2 funds +$20M TRIM11 funds −$8.14B ADD11 funds +$138M EXIT11 funds −$2.60B | |
| 8 | 31/ 55 56% of investors | $60.01B |  | NEW2 funds +$1.14B TRIM11 funds −$3.51B ADD8 funds +$15.35B EXIT4 funds −$197M |
1 KOL · 769 viewpoints · public-statement tracking
@aleabitoreddit
Updated 1d ago
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research.
High-conviction picks
Based on public viewpoint scoringLatest view
2026-07-27
@twisterchessur 就我个人而言 目前只想静待既有的做多逻辑逐步兑现，尤其是近期大盘回调之后的 CPO 相关标的。当前暂不打算建新仓 不过稍后我会再分享几个个股思路
