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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	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$309K	-$294K	1	0.33%	Reduced
2727	W.H. Reaves & Co Jersey City, New Jersey	$308K	-$717K	1	0.01%	Reduced
2728	KL Kinsight LLC Birmingham, Alabama	$303K	$0	1	0.18%	Maintained
2729	GA Geller Advisors New York	$297K	+$29.3K	1	0.2%	Increased
2730	Alesco Advisors Pittsford, New York	$294K	-$607	1	0.03%	Reduced
2731	BTCR Bankers Trust Cedar Rapids Cedar Rapids, Iowa	$291K	$0	1	13.44%	Maintained
2732	Pathstone Family Office Englewood, New Jersey	$285K	-$64.5K	7	0.81%	Reduced
2733	WHI William Harris Investors Chicago, Illinois	$281K	$0	1	0.08%	Maintained
2734	FMP Financial Management Professionals Austin, Texas	$279K	-$76.4K	6	0.18%	Reduced
2735	CR Cooperatieve Rabobank Utrecht, Netherlands	$278K	-$59.2K	1	0.31%	Reduced
2736	NSCM New South Capital Management Memphis, Tennessee	$272K	$0	1	0.01%	Maintained
2737	MAS Madden Advisory Services Jacksonville, Florida	$263K	+$10.3K	8	0.13%	Increased
2738	CG Corundum Group Colorado Springs, Colorado	$262K	+$10.3K	1	1.23%	Increased
2739	RHFI Reilly Herbert Faulkner III	$260K	+$270K	1	0.25%	New
2740	PFG Piershale Financial Group Barrington, Illinois	$259K	+$4.77K	7	0.21%	Increased
2741	ZF Zhang Financial Portage, Michigan	$257K	$0	1	0.17%	Maintained
2742	DA DSC Advisors Chicago, Illinois	$249K	-$595K	1	0.13%	Reduced
2743	EGA Emerging Global Advisors New York	$248K	+$249K	1	0.09%	New
2744	FC FCA Corp Houston, Texas	$248K	-$94.7K	1	0.14%	Reduced
2745	Tiedemann Advisors New York	$246K	+$220K	1	0.58%	New
2746	WCM Wallace Capital Management Dallas, Texas	$246K	-$8.09K	1	0.05%	Reduced
2747	AWM Affinity Wealth Management Wilmington, Delaware	$239K	+$248K	1	0.23%	New
2748	PCM Piermont Capital Management St. Louis, Missouri	$239K	$0	1	0.09%	Maintained
2749	AFS Aft Forsyth & Sober Valrico, Florida	$234K	+$54.2K	1	0.05%	Increased
2750	MAM Marquette Asset Management Minneapolis, Minnesota	$227K	$0	1	0.09%	Maintained