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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
2501	Empirical Wealth Management Seattle, Washington	$2.06M	+$356K	2	0.5%	Increased
2502	GAM Gemmer Asset Management Walnut Creek, California	$2.05M	+$319K	16	1.46%	Increased
2503	SAM Summit Asset Management Memphis, Tennessee	$2.03M	+$1.22K	2	1.55%	Increased
2504	IFS Ifrah Financial Services Little Rock, Arkansas	$2.02M	+$22.7K	4	0.78%	Increased
2505	Hillsdale Investment Management Toronto, Ontario, Canada	$2.01M	-$148K	12	0.64%	Reduced
2506	FC Fayerweather Charles	$2M	-$1.61K	4	6.9%	Reduced
2507	Alphabet Inc Mountain View, California	$1.99M	$0	1	0.65%	Maintained
2508	CCM Carlson Capital Management Northfield, Minnesota	$1.99M	+$460K	2	0.81%	Increased
2509	KCPG Kavar Capital Partners Group Leawood, Kansas	$1.99M	+$14.5K	2	1.7%	Increased
2510	HPA Hilltop Park Associates New York	$1.98M	-$7.47M	1	6.43%	Reduced
2511	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.97M	-$297K	1	1.5%	Reduced
2512	WFI West Family Investments Carlsbad, California	$1.97M	-$2.48M	1	0.41%	Reduced
2513	CAM CMT Asset Management Chicago, Illinois	$1.96M	-$1.9M	5	0.1%	Reduced
2514	IRS Invictus RG (Singapore) Singapore	$1.95M	-$459K	13	2.46%	Reduced
2515	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.92M	-$132K	3	0.24%	Reduced
2516	SNS Financial Group Minneapolis, Minnesota	$1.91M	-$25.2K	3	0.62%	Reduced
2517	AI ArchPoint Investors Coral Gables, Florida	$1.9M	$0	1	1.61%	Maintained
2518	SIC Starr International Company Zug, Switzerland	$1.9M	$0	1	0.17%	Maintained
2519	BWM Baystate Wealth Management Boston, Massachusetts	$1.89M	+$2.92K	1	0.61%	Increased
2520	OC Oakworth Capital Birmingham, Alabama	$1.89M	+$54.5K	12	1.11%	Increased
2521	SWA SFMG Wealth Advisors Plano, Texas	$1.89M	+$422K	3	0.59%	Increased
2522	ICM IMS Capital Management Portland, Oregon	$1.88M	-$1.43M	5	2.18%	Reduced
2523	IP Interval Partners New York	$1.88M	+$27K	1	0.39%	Increased
2524	KA Kerrisdale Advisers Miami, Florida	$1.87M	-$6.01M	1	0.97%	Reduced
2525	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.85M	-$4.77K	2	2.75%	Reduced