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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
2701	GWI Grace & White Inc Ny, New York	$433K	$0	1	0.08%	Maintained
2702	AC Andromeda Capital White Plains, New York	$431K	+$501K	1	0.06%	New
2703	EEG E.E. Geduld	$430K	-$386K	2	0.21%	Reduced
2704	TC Travelers Companies Saint Paul, Minnesota	$426K	+$60.9K	2	0.11%	Increased
2705	ODCM Old Dominion Capital Management Charlottesville, Virginia	$425K	$0	1	0.43%	Maintained
2706	SG StepStone Group La Jolla, California	$420K	$0	1	0.19%	Maintained
2707	New York Life Investment Management New York	$396K	+$44.9K	3	0.1%	Increased
2708	BCM Bares Capital Management Austin, Texas	$391K	-$487K	1	0.03%	Reduced
2709	FC FCA Corp Houston, Texas	$388K	+$67.1K	1	0.22%	Increased
2710	BWM Baystate Wealth Management Boston, Massachusetts	$383K	+$369K	1	0.16%	New
2711	DRGI del Rey Global Investors Los Angeles, California	$371K	$0	1	1.22%	Maintained
2712	DSN D. Scott Neal Lexington, Kentucky	$370K	+$355K	1	0.33%	New
2713	HCM Horrell Capital Management Little Rock, Arkansas	$368K	-$690K	6	0.18%	Reduced
2714	Laurion Capital Management New York	$355K	+$355K	1	0.01%	New
2715	NA Nottingham Advisors Amherst, New York	$344K	-$135K	1	0.12%	Reduced
2716	CFA Camarda Financial Advisors Fleming Island, Florida	$343K	-$2.04M	4	0.28%	Reduced
2717	CCM Crossvault Capital Management San Antonio, Texas	$337K	+$324K	1	0.33%	New
2718	FMP Financial Management Professionals Austin, Texas	$337K	-$17.8K	6	0.23%	Reduced
2719	ARM Adirondack Research & Management Guilderland, New York	$330K	$0	1	0.16%	Maintained
2720	LFG LifePlan Financial Group Dayton, Ohio	$330K	+$9.52K	3	0.23%	Increased
2721	WIM Wilen Investment Management Bonita Springs, Florida	$328K	-$62.5K	1	0.21%	Reduced
2722	Cookson Peirce & Co Pittsburgh, Pennsylvania	$324K	+$25.4K	1	0.09%	Increased
2723	Valmark Advisers Akron, Ohio	$322K	+$48.5K	1	0.01%	Increased
2724	Pathstone Family Office Englewood, New Jersey	$320K	-$145K	7	0.7%	Reduced
2725	BTCR Bankers Trust Cedar Rapids Cedar Rapids, Iowa	$319K	-$3.1K	1	12.84%	Reduced