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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	LCM Landscape Capital Management Englewood, New Jersey	$2.67M	-$2.23M	2	0.32%	Reduced
2677	RO Reservoir Operations New York	$2.66M	$0	1	1.72%	Maintained
2678	HWP Hefty Wealth Partners Auburn, Indiana	$2.63M	+$1.19M	5	2.46%	Increased
2679	AF Affiance Financial St. Louis Park, Minnesota	$2.63M	+$18.6K	6	2.52%	Increased
2680	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.62M	-$73.5K	3	3.1%	Reduced
2681	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$2.61M	-$20K	5	1.19%	Reduced
2682	MLIC Mandatum Life Insurance Company Helsinki, Finland	$2.6M	+$956K	5	0.35%	Increased
2683	SFA Stewardship Financial Advisors Stockbridge, Georgia	$2.59M	-$3.69M	4	2.05%	Reduced
2684	AWM AllSquare Wealth Management Albany, New York	$2.59M	+$117K	11	2.56%	Increased
2685	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$2.59M	-$1.27M	1	1.08%	Reduced
2686	MUFG Securities EMEA London, United Kingdom	$2.58M	-$663K	3	10.26%	Reduced
2687	LSC Lyon Street Capital Sausalito, California	$2.57M	+$2.37M	1	1.45%	New
2688	EVC Eidelman Virant Capital Saint Louis, Missouri	$2.57M	-$360K	2	1.74%	Reduced
2689	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$2.57M	-$739K	2	2.35%	Reduced
2690	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$2.56M	-$442K	2	2.42%	Reduced
2691	MCM Millie Capital Management Walnut Creek, California	$2.56M	+$1.09M	2	2.74%	Increased
2692	EEG E.E. Geduld	$2.55M	-$6.29K	4	3.49%	Reduced
2693	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$2.55M	+$392K	5	1.05%	Increased
2694	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.54M	+$266K	4	3.5%	Increased
2695	NO Ninety One Cape Town, South Africa	$2.51M	-$84.9K	2	2.38%	Reduced
2696	VNA Valley National Advisers Bethlehem, Pennsylvania	$2.5M	+$476K	14	1.34%	Increased
2697	CMT Capital Markets Trading Frankfurt, Germany	$2.49M	-$5.47M	4	0.35%	Reduced
2698	HC Hawkins Capital Houston, Texas	$2.48M	$0	1	0.95%	Maintained
2699	TG TLP Group Evanston, Illinois	$2.48M	+$1.7M	4	1.51%	Increased
2700	Krilogy Financial St. Louis, Missouri	$2.48M	+$487K	17	1.02%	Increased