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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	RAM Riggs Asset Management Dallas, Pennsylvania	$448K	-$12.4K	1	0.27%	Reduced
2702	SAM Shamrock Asset Management Dallas, Texas	$441K	-$336K	6	0.14%	Reduced
2703	EAMA EFG Asset Management (Americas) Miami, Florida	$440K	+$158K	3	0.39%	Increased
2704	Merriman Wealth Management Seattle, Washington	$437K	-$731K	1	0.44%	Reduced
2705	BCM Bares Capital Management Austin, Texas	$436K	$0	1	0.04%	Maintained
2706	NA Nottingham Advisors Amherst, New York	$428K	-$110K	2	0.15%	Reduced
2707	FRM Foundation Resource Management Little Rock, Arkansas	$421K	$0	1	0.05%	Maintained
2708	AEPG American Economic Planning Group Warren, New Jersey	$414K	+$430K	1	0.15%	New
2709	WCM Windsor Capital Management Phoenix, Arizona	$414K	+$50.2K	1	0.23%	Increased
2710	ODCM Old Dominion Capital Management Charlottesville, Virginia	$410K	$0	1	0.39%	Maintained
2711	OP Osmium Partners Greenbrae, California	$409K	+$397K	1	0.3%	Increased
2712	MIG Mariner Investment Group Harrison, New York	$405K	+$411K	1	0.08%	New
2713	WIM Wilen Investment Management Bonita Springs, Florida	$395K	-$5.16K	1	0.23%	Reduced
2714	IC IKOS CIF Limassol, Cyprus	$392K	-$1.56M	4	1.25%	Reduced
2715	GWI Grace & White Inc Ny, New York	$391K	$0	1	0.08%	Maintained
2716	Aspiriant LLC Los Angeles, California	$375K	+$148K	1	0.05%	Increased
2717	SM Salzhauer Michael	$370K	$0	1	0.35%	Maintained
2718	HCM Horrell Capital Management Little Rock, Arkansas	$365K	+$10.9K	6	0.17%	Increased
2719	BCM Breithorn Capital Management New York	$357K	-$1.79M	1	0.22%	Reduced
2720	IWC Integrated Wealth Counsel Carmel, California	$342K	-$701K	1	0.27%	Reduced
2721	DA Dunvegan Associates Santa Barbara, California	$339K	-$13.2K	3	0.28%	Reduced
2722	DSN D. Scott Neal Lexington, Kentucky	$331K	-$12.1K	1	0.26%	Reduced
2723	PIP Palisades Investment Partners Santa Monica, California	$317K	+$318K	1	0.56%	New
2724	MCM Moon Capital Management New York	$312K	-$11.2M	1	0.18%	Reduced
2725	Valmark Advisers Akron, Ohio	$311K	$0	1	0.01%	Maintained