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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	EEG E.E. Geduld	$2.36M	+$1.01M	3	1.46%	Increased
2702	WI Wedgewood Investors Erie, Pennsylvania	$2.35M	+$195K	5	2.37%	Increased
2703	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.35M	-$149K	3	1.7%	Reduced
2704	QOP Quinn Opportunity Partners Charlottesville, Virginia	$2.33M	-$13.8M	2	1.03%	Reduced
2705	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$2.32M	+$2.26M	6	2%	New
2706	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.3M	+$139K	8	1.86%	Increased
2707	IR Invictus RG Hamilton, Bermuda	$2.3M	+$2.29M	17	2.2%	New
2708	PCA Peddock Capital Advisors Braintree, Massachusetts	$2.28M	-$953K	3	1.75%	Reduced
2709	RO Reservoir Operations New York	$2.28M	+$2.16M	1	1.14%	New
2710	SIA Starfire Investment Advisers Southfield, Michigan	$2.28M	+$15K	5	1.57%	Increased
2711	HDE Hutner Daniel Ellsworth	$2.28M	+$2.33M	1	2.12%	New
2712	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.27M	+$139K	3	3.12%	Increased
2713	FC Financial Consulate Hunt Valley, Maryland	$2.26M	+$1.21M	2	1.61%	Increased
2714	HIH HRS Investment Holdings New York	$2.24M	+$2.34M	2	2.16%	New
2715	Whitebox Advisors Minneapolis, Minnesota	$2.23M	-$7.64M	1	0.06%	Reduced
2716	WCMNY Westchester Capital Management (New York) Valhalla, New York	$2.22M	-$13.8M	1	0.04%	Reduced
2717	SWM Segment Wealth Management Houston, Texas	$2.21M	-$281K	3	0.84%	Reduced
2718	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.21M	+$400K	1	2.93%	Increased
2719	AIM Alambic Investment Management Belvedere, California	$2.21M	+$2.12M	9	1.33%	New
2720	PWAG Polaris Wealth Advisory Group San Rafael, California	$2.2M	-$5.92M	4	0.36%	Reduced
2721	SIC Schwartz Investment Counsel Plymouth, Michigan	$2.2M	-$24.7M	3	0.17%	Reduced
2722	BCP Berkeley Capital Partners Milton, Georgia	$2.2M	+$2.19M	5	1.79%	New
2723	EP Elkhorn Partners Omaha, Nebraska	$2.19M	-$456K	3	1.31%	Reduced
2724	SMC Smith, Moore & Co Clayton, Missouri	$2.19M	+$962K	6	1.09%	Increased
2725	LA Lucus Advisors New York	$2.18M	-$461K	5	1.33%	Reduced