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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
2726	GIM Greenwich Investment Management Norwalk, Connecticut	$314K	+$302K	1	0.21%	New
2727	NFG Noven Financial Group Denver, Colorado	$309K	+$284K	1	0.21%	New
2728	KL Kinsight LLC Birmingham, Alabama	$294K	$0	1	0.18%	Maintained
2729	BC BMI Capital New York	$285K	-$5.48M	1	0.58%	Reduced
2730	NSCM New South Capital Management Memphis, Tennessee	$281K	$0	1	0.01%	Maintained
2731	Alesco Advisors Pittsford, New York	$277K	+$11.7K	1	0.03%	Increased
2732	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$271K	+$252K	2	0.01%	New
2733	ZF Zhang Financial Portage, Michigan	$266K	$0	1	0.2%	Maintained
2734	BFG Bouchey Financial Group Troy, New York	$262K	+$228K	1	0.18%	New
2735	PIM Parasol Investment Management Westmont, Illinois	$252K	+$242K	7	0.17%	New
2736	SAM Shikiar Asset Management New York	$251K	-$17.2K	1	0.11%	Reduced
2737	MAM Marquette Asset Management Minneapolis, Minnesota	$245K	+$2.07K	1	0.1%	Increased
2738	PFG Piershale Financial Group Barrington, Illinois	$241K	-$36.1K	4	0.35%	Reduced
2739	FIMG Financial & Investment Management Group Traverse City, Michigan	$240K	-$327K	1	0.08%	Reduced
2740	GA Geller Advisors New York	$239K	-$107K	1	0.16%	Reduced
2741	CG Corundum Group Colorado Springs, Colorado	$238K	-$3.16K	1	1.12%	Reduced
2742	MAS Madden Advisory Services Jacksonville, Florida	$228K	+$14.8K	7	0.17%	Increased
2743	WCM Wallace Capital Management Dallas, Texas	$228K	$0	1	0.05%	Maintained
2744	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$225K	$0	1	0.02%	Maintained
2745	VAM Visionary Asset Management Houston, Texas	$221K	-$6.21K	1	0.06%	Reduced
2746	Avior Wealth Management Omaha, Nebraska	$218K	+$194K	1	0.21%	New
2747	OFG OTA Financial Group Purchase, New York	$218K	+$228K	1	0.14%	New
2748	SIM Sigma Investment Management Portland, Oregon	$218K	$0	1	0.15%	Maintained
2749	CEMP Compass Efficient Model Portfolios Brentwood, Tennessee	$214K	+$197K	3	8.06%	Increased
2750	BA Broadview Advisors Milwaukee, Wisconsin	$213K	+$207K	1	0.02%	New