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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
2551	TIM Tortoise Investment Management White Plains, New York	$1.34M	-$32.9K	4	0.74%	Reduced
2552	V ValueWorks New York	$1.34M	-$2.92M	1	0.73%	Reduced
2553	BFPW BOK Financial Private Wealth Denver, Colorado	$1.33M	-$15.2K	2	0.24%	Reduced
2554	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.33M	+$1.26M	6	1.02%	New
2555	SJL Shayne & Jacobs LLC Nashville, Tennessee	$1.32M	+$187K	2	1.1%	Increased
2556	KCM KSA Capital Management Morristown, New Jersey	$1.31M	$0	1	0.61%	Maintained
2557	HCM Hilton Capital Management Garden City, New York	$1.3M	+$73.4K	3	0.5%	Increased
2558	VCP Vista Capital Partners Portland, Oregon	$1.3M	+$345	3	0.47%	Increased
2559	Conestoga Capital Advisors Wayne, Pennsylvania	$1.3M	-$1.82K	2	0.09%	Reduced
2560	FPC Falcon Point Capital San Francisco, California	$1.28M	-$515K	1	1.23%	Reduced
2561	RCM Raptor Capital Management Boston, Massachusetts	$1.28M	+$1.16M	1	0.7%	New
2562	PA Planning Alternatives Birmingham, Michigan	$1.28M	+$807K	2	0.39%	Increased
2563	Peconic Partners New York	$1.27M	+$238K	2	0.13%	Increased
2564	ACM Antonetti Capital Management Naples, Florida	$1.26M	+$381K	8	1.14%	Increased
2565	DCM Dinsmore Capital Management Morristown, New Jersey	$1.26M	$0	1	0.51%	Maintained
2566	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1.26M	+$6.7K	7	1.77%	Increased
2567	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.25M	+$1.19M	5	0.86%	New
2568	GBA Garrison Bradford & Associates New York	$1.25M	+$35.3K	2	1.18%	Increased
2569	MC Menta Capital San Francisco, California	$1.25M	-$733K	3	0.52%	Reduced
2570	GPC Glacier Peak Capital Bellevue, Washington	$1.25M	+$1.24M	2	0.68%	New
2571	CA Capital Advantage Walnut Creek, California	$1.25M	+$1.2M	3	0.84%	New
2572	Blackhill Capital Morristown, New Jersey	$1.24M	+$377K	2	0.19%	Increased
2573	IFS Ifrah Financial Services Little Rock, Arkansas	$1.24M	+$477K	2	0.5%	Increased
2574	AMG Asset Management Group Stamford, Connecticut	$1.24M	+$1.18M	2	0.76%	New
2575	FUBT First United Bank & Trust Oakland, Maryland	$1.23M	-$18.9K	2	1.36%	Reduced