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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	LCG Lisanti Capital Growth New York	$945K	+$231K	1	0.42%	Increased
2627	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$943K	-$434K	1	1.01%	Reduced
2628	CAL Capital Advisors Ltd Shaker Heights, Ohio	$943K	-$217K	7	0.53%	Reduced
2629	DOA D'Orazio & Associates Falls Church, Virginia	$943K	+$41	4	0.71%	Increased
2630	TPCM Three Peaks Capital Management Castle Rock, Colorado	$942K	+$45.3K	1	0.65%	Increased
2631	1CM 1492 Capital Management Milwaukee, Wisconsin	$936K	-$2.01M	1	0.48%	Reduced
2632	Harvard Management Company Boston, Massachusetts	$934K	-$6.89M	1	0.1%	Reduced
2633	PCP Perimeter Capital Partners Atlanta, Georgia	$933K	-$760K	1	0.48%	Reduced
2634	HP HT Partners Centerbrook, Connecticut	$932K	-$4.13K	3	0.49%	Reduced
2635	STIA Stone Toro Investment Advisers Princeton, New Jersey	$911K	+$862K	1	2.63%	New
2636	NC NewSquare Capital Newtown Square, Pennsylvania	$910K	+$72.5K	9	0.33%	Increased
2637	EML Eos Management LP New York	$902K	-$593K	1	0.25%	Reduced
2638	CWA Constellation Wealth Advisors New York	$901K	-$34.6M	3	0.1%	Reduced
2639	PSC Piper Sandler & Co Minneapolis, Minnesota	$880K	-$669K	4	0.64%	Reduced
2640	PNAA Pictet North America Advisors Geneva 73, Switzerland	$867K	-$2.66M	3	0.22%	Reduced
2641	CCM Concourse Capital Management Atlanta, Georgia	$865K	$0	1	0.54%	Maintained
2642	LWA Lenox Wealth Advisors New York	$864K	-$158K	6	0.39%	Reduced
2643	VCM Vigilant Capital Management Portland, Maine	$861K	-$33.1K	7	0.19%	Reduced
2644	MG MDE Group Morristown, New Jersey	$856K	-$292K	1	0.2%	Reduced
2645	Heritage Wealth Advisors Richmond, Virginia	$853K	+$3.6K	1	0.91%	Increased
2646	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$851K	$0	1	0.17%	Maintained
2647	DCM DLS Capital Management Bannockburn, Illinois	$839K	-$957K	1	5.34%	Reduced
2648	KIA Kopp Investment Advisors Bloomington, Minnesota	$837K	-$2.16K	1	0.38%	Reduced
2649	KA Kovack Advisors Ft. Lauderdale, Florida	$825K	-$326K	3	1.2%	Reduced
2650	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$764K	$0	1	0.11%	Maintained