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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	Pathstone Family Office Englewood, New Jersey	$600K	+$318K	8	1.86%	Increased
2702	RHFI Reilly Herbert Faulkner III	$593K	+$322K	1	0.58%	Increased
2703	CFA Cahill Financial Advisors Edina, Minnesota	$590K	-$19.6K	2	0.47%	Reduced
2704	CCM Corsair Capital Management New York	$580K	-$2.59M	1	0.06%	Reduced
2705	KL Kinsight LLC Birmingham, Alabama	$566K	+$239K	2	0.31%	Increased
2706	RCM Rotella Capital Management Bellevue, Washington	$563K	-$3.12M	3	0.59%	Reduced
2707	PO Private Ocean San Rafael, California	$554K	-$31.9K	6	0.41%	Reduced
2708	CCM Concourse Capital Management Atlanta, Georgia	$543K	+$547K	1	0.34%	Increased
2709	TCM TD Capital Management Memphis, Tennessee	$539K	$0	4	0.12%	Maintained
2710	TFCP Twin Focus Capital Partners Boston, Massachusetts	$534K	+$530K	2	0.52%	New
2711	NFG Noven Financial Group Denver, Colorado	$526K	-$9.17K	1	0.38%	Reduced
2712	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$519K	$0	2	0.32%	Maintained
2713	EGA Emerging Global Advisors New York	$517K	+$256K	2	0.18%	Increased
2714	EAMA EFG Asset Management (Americas) Miami, Florida	$507K	+$52.7K	2	0.5%	Increased
2715	DA Dunvegan Associates Santa Barbara, California	$503K	+$131K	3	0.45%	Increased
2716	NA Nottingham Advisors Amherst, New York	$498K	+$35.1K	2	0.17%	Increased
2717	FDS First Dallas Securities Dallas, Texas	$495K	-$108K	1	0.29%	Reduced
2718	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$493K	+$360K	2	1%	Increased
2719	BCM Bares Capital Management Austin, Texas	$484K	-$401	1	0.06%	Reduced
2720	WKA Wilson Kemp & Associates Birmingham, Michigan	$479K	-$999K	1	4.37%	Reduced
2721	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$478K	-$2.39M	1	0.46%	Reduced
2722	ZL Zeke LP Berwyn, Pennsylvania	$475K	-$322K	1	1.71%	Reduced
2723	SCP Syntal Capital Partners Midland, Texas	$472K	-$1.37M	3	0.23%	Reduced
2724	BC Barnett & Company Chattanooga, Tennessee	$464K	-$76.3K	1	0.19%	Reduced
2725	YCM Yakira Capital Management Westport, Connecticut	$449K	-$50.2K	1	0.34%	Reduced