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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
2626	VCM Vigilant Capital Management Portland, Maine	$913K	-$4.08M	7	0.22%	Reduced
2627	Heritage Wealth Advisors Richmond, Virginia	$902K	-$9.33K	1	1.04%	Reduced
2628	HCM Hilton Capital Management Garden City, New York	$896K	-$455K	3	0.35%	Reduced
2629	KIA Kopp Investment Advisors Bloomington, Minnesota	$892K	+$45.1K	1	0.37%	Increased
2630	MCF Advisors Covington, Kentucky	$885K	-$36.6K	5	0.3%	Reduced
2631	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$859K	$0	1	0.19%	Maintained
2632	DA DSC Advisors Chicago, Illinois	$859K	-$775K	1	0.42%	Reduced
2633	FAG Financial Advisory Group Houston, Texas	$841K	-$31.9K	2	0.47%	Reduced
2634	KPCM Kings Point Capital Management Great Neck, New York	$816K	+$49.1K	7	0.27%	Increased
2635	LA Libra Advisors New York	$816K	-$7.52M	1	1.66%	Reduced
2636	NC NewSquare Capital Newtown Square, Pennsylvania	$815K	-$17.5K	6	0.33%	Reduced
2637	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$811K	$0	1	0.12%	Maintained
2638	CFG CKW Financial Group Honolulu, Hawaii	$802K	+$62K	10	0.38%	Increased
2639	TPCM Three Peaks Capital Management Castle Rock, Colorado	$798K	-$457K	1	0.63%	Reduced
2640	FIM Friedberg Investment Management Houston, Texas	$779K	$0	1	0.3%	Maintained
2641	SA SRH Advisors Salina, Kansas	$779K	+$227K	4	6.23%	Increased
2642	PCM Perkins Capital Management Wayzata, Minnesota	$777K	+$67.1K	2	0.55%	Increased
2643	HF Hoxton Financial Shepherdstown, West Virginia	$764K	-$1.38M	6	0.32%	Reduced
2644	SAM Shamrock Asset Management Dallas, Texas	$761K	+$269K	6	0.25%	Increased
2645	CCM Concourse Capital Management Atlanta, Georgia	$756K	-$1.01M	1	0.53%	Reduced
2646	GI Glovista Investments Jersey City, New Jersey	$750K	$0	1	0.13%	Maintained
2647	ACM Artis Capital Management San Francisco, California	$748K	-$440K	2	0.72%	Reduced
2648	CFA Camarda Financial Advisors Fleming Island, Florida	$730K	+$338K	4	0.56%	Increased
2649	GCA Gideon Capital Advisors New York	$728K	-$109K	2	0.4%	Reduced
2650	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$721K	+$7.33K	3	0.44%	Increased