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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	ADMI Albert D. Mason Inc Boston, Massachusetts	$1.58M	+$659K	2	0.31%	Increased
2702	AF Aldebaran Financial	$1.58M	+$102K	2	1.39%	Increased
2703	VWM Vector Wealth Management Minneapolis, Minnesota	$1.57M	-$1.32M	4	1.19%	Reduced
2704	ACM Americafirst Capital Management Roseville, California	$1.56M	+$1.46M	3	0.76%	New
2705	SAA Southeast Asset Advisors Thomasville, Georgia	$1.56M	-$9.25K	2	0.56%	Reduced
2706	EWM Evermay Wealth Management Arlington, Virginia	$1.56M	-$832K	2	1.01%	Reduced
2707	IF IRON Financial Northbrook, Illinois	$1.55M	+$77.4K	3	1.56%	Increased
2708	KA Kerrisdale Advisers Miami, Florida	$1.54M	-$41.4K	1	0.77%	Reduced
2709	ECM EII Capital Management New York	$1.53M	+$1.59M	1	0.18%	New
2710	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$1.52M	+$1.55M	1	1.34%	New
2711	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.52M	+$1.55M	5	1.61%	New
2712	TT Tiedemann Trust Wilmington, Delaware	$1.5M	-$8.35M	3	0.13%	Reduced
2713	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.47M	-$307K	2	2.12%	Reduced
2714	LCP Longhorn Capital Partners Dallas, Texas	$1.47M	$0	1	0.58%	Maintained
2715	SGC South Georgia Capital Naperville, Illinois	$1.47M	-$12.7M	6	2.63%	Reduced
2716	FMA FNY Managed Accounts New York	$1.46M	-$2.72M	5	1.72%	Reduced
2717	ACM Argonaut Capital Management New York	$1.46M	-$645K	2	2.11%	Reduced
2718	CHP Cable Hill Partners Portland, Oregon	$1.45M	+$1.46M	17	1.44%	New
2719	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.45M	+$1.44M	8	1.88%	New
2720	AGC Angelo Gordon & Co New York	$1.45M	-$12.4M	1	0.07%	Reduced
2721	EA Elm Advisors Burlingame, California	$1.45M	-$14.1K	2	1.32%	Reduced
2722	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$1.45M	+$40.4K	13	2.96%	Increased
2723	EAMA EFG Asset Management (Americas) Miami, Florida	$1.44M	+$880K	5	0.88%	Increased
2724	Blackhill Capital Morristown, New Jersey	$1.44M	+$306K	3	0.18%	Increased
2725	HCM Hilton Capital Management Garden City, New York	$1.44M	+$31.9K	3	0.47%	Increased