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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	GAG GM Advisory Group Melville, New York	$2.17M	+$501K	2	1.09%	Increased
2727	ST Semper Trust King Of Prussia, Pennsylvania	$2.15M	+$2.17M	3	2.99%	New
2728	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$2.13M	+$110K	3	1.82%	Increased
2729	CCM Carderock Capital Management Chevy Chase, Maryland	$2.12M	+$410K	1	1.1%	Increased
2730	LP LGL Partners Philadelphia, Pennsylvania	$2.11M	+$2.04M	4	1.15%	New
2731	TA TMD & Associates Scottsdale, Arizona	$2.11M	+$2.02M	4	1.93%	New
2732	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$2.11M	+$404K	4	1.77%	Increased
2733	SRAM Stone Ridge Asset Management New York	$2.1M	-$798K	8	7.12%	Reduced
2734	BCM Brookmont Capital Management Dallas, Texas	$2.1M	+$242K	1	0.6%	Increased
2735	MLIC Mandatum Life Insurance Company Helsinki, Finland	$2.08M	+$1.54M	10	0.28%	New
2736	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$2.07M	+$471K	4	0.82%	Increased
2737	NYLT New York Life Trust New York	$2.07M	+$39K	11	8.86%	Increased
2738	SM Senvest Management New York	$2.06M	-$16.2M	1	0.15%	Reduced
2739	PTA Pear Tree Advisors Lincoln, Massachusetts	$2.06M	+$2.16M	3	0.85%	New
2740	QC QCM Cayman Houston, Texas	$2.06M	-$7.73M	2	1.7%	Reduced
2741	SS Sunbelt Securities Houston, Texas	$2.04M	-$322K	4	2.87%	Reduced
2742	WCM Waterstone Capital Management St. Louis Park, Minnesota	$2.03M	-$2.11M	1	1.38%	Reduced
2743	KS Karpas Strategies Litchfield, Connecticut	$2.03M	+$1.68K	2	1.07%	Increased
2744	BWM Baystate Wealth Management Boston, Massachusetts	$2.02M	+$627K	5	0.43%	Increased
2745	MUS Mitsubishi UFJ Securities Tokyo, Japan	$2M	+$273K	13	2.97%	Increased
2746	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.99M	-$1.35M	3	0.24%	Reduced
2747	GCA Gideon Capital Advisors New York	$1.98M	-$515K	4	1.44%	Reduced
2748	KCM KSA Capital Management Morristown, New Jersey	$1.97M	$0	2	0.51%	Maintained
2749	SJL Shayne & Jacobs LLC Nashville, Tennessee	$1.96M	+$632K	2	1.87%	Increased
2750	NVIM New Vernon Investment Management Highland Park, Illinois	$1.93M	$0	1	1.47%	Maintained