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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
2676	CCM Carlson Capital Management Northfield, Minnesota	$1.66M	+$1.71K	2	0.63%	Increased
2677	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.66M	+$24K	2	0.7%	Increased
2678	BGA Belmont Global Advisors Dallas, Texas	$1.65M	-$2.45M	2	1.83%	Reduced
2679	KPCM Kings Point Capital Management Great Neck, New York	$1.65M	-$119K	8	0.4%	Reduced
2680	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$1.65M	+$862K	3	0.33%	Increased
2681	FA FMA Advisory Harrisburg, Pennsylvania	$1.65M	+$1.66M	12	1.03%	New
2682	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.64M	+$443K	2	2.46%	Increased
2683	EP Elkhorn Partners Omaha, Nebraska	$1.63M	-$2.38K	2	0.98%	Reduced
2684	MCM Millie Capital Management Walnut Creek, California	$1.63M	-$360K	2	1.5%	Reduced
2685	OCM Otter Creek Management West Palm Beach, Florida	$1.62M	-$4.42K	1	1.46%	Reduced
2686	RC Randolph Company Cincinnati, Ohio	$1.61M	+$24.4K	2	0.36%	Increased
2687	SGC South Georgia Capital Naperville, Illinois	$1.61M	-$1.15M	5	3.25%	Reduced
2688	CCG Chatham Capital Group Savannah, Georgia	$1.6M	+$48.5K	3	0.45%	Increased
2689	OCG Opus Capital Group Cincinnati, Ohio	$1.6M	-$6.51M	2	0.25%	Reduced
2690	NCM Northroad Capital Management New York	$1.6M	-$139K	3	0.82%	Reduced
2691	TIM Tortoise Investment Management White Plains, New York	$1.6M	-$33.2K	9	0.6%	Reduced
2692	BP BBR Partners New York	$1.6M	-$103K	4	0.2%	Reduced
2693	JIR James Investment Research Alpha, Ohio	$1.59M	-$2M	5	0.04%	Reduced
2694	DW Domani Wealth Lancaster, Pennsylvania	$1.58M	+$1.46M	3	0.86%	Increased
2695	DC Deschaine & Company Belleville, Illinois	$1.57M	+$56.7K	1	2.47%	Increased
2696	SS Sunbelt Securities Houston, Texas	$1.56M	+$426K	3	2.15%	Increased
2697	SJL Shayne & Jacobs LLC Nashville, Tennessee	$1.56M	+$2.16K	2	1.3%	Increased
2698	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.55M	+$71K	3	1.8%	Increased
2699	SAM Steinberg Asset Management New York	$1.54M	-$2.54M	1	0.19%	Reduced
2700	NVIM New Vernon Investment Management Highland Park, Illinois	$1.54M	-$150K	1	1.05%	Reduced