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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
2651	GI Glovista Investments Jersey City, New Jersey	$731K	+$442K	1	0.12%	Increased
2652	KPCM Kings Point Capital Management Great Neck, New York	$725K	+$9.59K	8	0.25%	Increased
2653	SC Sumit Capital New York	$679K	+$633K	2	1.21%	New
2654	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$671K	+$633K	3	0.48%	New
2655	Karpus Investment Management Pittsford, New York	$657K	$0	1	0.04%	Maintained
2656	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$656K	+$631K	1	0.05%	New
2657	FNYS First New York Securities New York	$647K	-$1.52M	5	0.39%	Reduced
2658	SRCM Swift Run Capital Management Charlottesville, Virginia	$641K	+$622K	1	0.51%	New
2659	PG Portola Group San Jose, California	$635K	-$1.54M	2	0.41%	Reduced
2660	KBG Kahn Brothers Group New York	$616K	$0	1	0.11%	Maintained
2661	PCM Perkins Capital Management Wayzata, Minnesota	$612K	+$139K	3	0.41%	Increased
2662	SCM Steward Capital Management Bloomfield Hills, Michigan	$610K	$0	1	0.94%	Maintained
2663	RCM Rivernorth Capital Management West Palm Beach, Florida	$600K	+$555K	2	0.05%	New
2664	APCM Arbiter Partners Capital Management New York	$599K	-$127K	1	0.08%	Reduced
2665	RVP Relative Value Partners Northbrook, Illinois	$597K	-$2.51K	1	0.08%	Reduced
2666	BWG Beta Wealth Group San Diego, California	$596K	+$570K	2	7.55%	New
2667	SC Sophrosyne Capital New York	$590K	-$2.51M	1	0.52%	Reduced
2668	BC Barnett & Company Chattanooga, Tennessee	$585K	$0	1	0.27%	Maintained
2669	IAM Iridian Asset Management Westport, Connecticut	$585K	+$216K	1	0.01%	Increased
2670	LIA LBMC Investment Advisors Brentwood, Tennessee	$574K	+$172	1	0.15%	Increased
2671	SM Salzhauer Michael	$574K	+$527K	1	0.57%	New
2672	LCM Landscape Capital Management Englewood, New Jersey	$570K	+$509K	1	0.52%	New
2673	WHI William Harris Investors Chicago, Illinois	$568K	-$11.7K	1	0.17%	Reduced
2674	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$562K	+$221K	2	0.37%	Increased
2675	HCM Hengehold Capital Management Cincinnati, Ohio	$556K	-$173K	2	0.19%	Reduced