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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	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$2.37M	+$108K	3	1.87%	Increased
2702	Regents of the University of California Oakland, California	$2.35M	-$111K	1	7.9%	Reduced
2703	HIH HRS Investment Holdings New York	$2.33M	$0	2	2.23%	Maintained
2704	SVCP Silicon Valley Capital Partners San Jose, California	$2.31M	+$152K	2	1.78%	Increased
2705	NFG Nations Financial Group Cedar Rapids, Iowa	$2.3M	+$249K	4	2.41%	Increased
2706	KCP Keane Capital Partners Charlotte, North Carolina	$2.29M	-$875K	1	5.43%	Reduced
2707	ACP Acuta Capital Partners Redwood City, California	$2.28M	+$2.4M	1	1.1%	New
2708	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$2.27M	+$234K	2	1.56%	Increased
2709	SSCM Summit Street Capital Management New York	$2.27M	$0	1	2.53%	Maintained
2710	VWM Vector Wealth Management Minneapolis, Minnesota	$2.26M	-$108K	4	1.54%	Reduced
2711	HCM Hengehold Capital Management Cincinnati, Ohio	$2.25M	+$1.65M	2	0.73%	Increased
2712	PCI Pacifica Capital Investments Leander, Texas	$2.23M	-$36.6K	1	1.18%	Reduced
2713	AWA ARS Wealth Advisors St. Petersburg, Florida	$2.21M	+$818K	4	0.94%	Increased
2714	CBA Coastal Bridge Advisors Westport, Connecticut	$2.2M	+$1.12M	4	1.15%	Increased
2715	IFS Ifrah Financial Services Little Rock, Arkansas	$2.19M	-$218K	4	0.88%	Reduced
2716	TL Tirschwell & Loewy New York	$2.19M	+$101K	2	0.38%	Increased
2717	IR Invictus RG Hamilton, Bermuda	$2.18M	-$48.5K	11	2.31%	Reduced
2718	SIA Starfire Investment Advisers Southfield, Michigan	$2.17M	-$64.5K	5	1.5%	Reduced
2719	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.16M	+$1.91M	2	3.52%	New
2720	Waverly Advisors Birmingham, Alabama	$2.16M	-$11.1K	2	0.98%	Reduced
2721	WI Wedgewood Investors Erie, Pennsylvania	$2.13M	+$21.8K	5	2.03%	Increased
2722	QAM Quantres Asset Management Cayman, Cayman Islands	$2.13M	-$1.67M	4	1.33%	Reduced
2723	GS Girard Securities San Diego, California	$2.13M	+$300K	7	1.95%	Increased
2724	MCF Advisors Covington, Kentucky	$2.1M	+$698K	13	0.51%	Increased
2725	KCM KSA Capital Management Morristown, New Jersey	$2.08M	-$877K	2	0.5%	Reduced