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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	SWA SFMG Wealth Advisors Plano, Texas	$2.28M	-$2.92M	2	0.5%	Reduced
2727	PCI Pacifica Capital Investments Leander, Texas	$2.27M	+$192K	1	1.18%	Increased
2728	SVCP Silicon Valley Capital Partners San Jose, California	$2.26M	+$2.14M	2	1.82%	New
2729	WI Wedgewood Investors Erie, Pennsylvania	$2.23M	-$142K	5	2.25%	Reduced
2730	HIH HRS Investment Holdings New York	$2.23M	-$94.3K	2	2.09%	Reduced
2731	EGM Espalier Global Management New York	$2.21M	-$2.79M	1	0.29%	Reduced
2732	Waverly Advisors Birmingham, Alabama	$2.2M	-$2.46M	2	1.35%	Reduced
2733	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.2M	-$8.47K	8	1.79%	Reduced
2734	FNB Farmers National Bank Danville, Kentucky	$2.19M	+$203K	3	1.45%	Increased
2735	HCM Highlander Capital Management Short Hills, New Jersey	$2.17M	-$595K	9	2.03%	Reduced
2736	HI Hudock Inc Williamsport, Pennsylvania	$2.17M	+$479K	9	1.2%	Increased
2737	FMA FNY Managed Accounts New York	$2.15M	+$1.94M	8	3.76%	Increased
2738	SG Somerset Group Wayzata, Minnesota	$2.15M	-$553K	2	2.34%	Reduced
2739	NBG Nancy B. Gardiner	$2.15M	+$216K	5	9.24%	Increased
2740	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$2.12M	+$1.57M	1	1.59%	New
2741	CAS Cue Advisory Services Phoenix, Arizona	$2.1M	-$273K	5	1.82%	Reduced
2742	EP Elkhorn Partners Omaha, Nebraska	$2.09M	-$17.9K	3	1.28%	Reduced
2743	TL Tirschwell & Loewy New York	$2.07M	+$201K	2	0.36%	Increased
2744	HCM Harvest Capital Management Concord, New Hampshire	$2.06M	-$46.8K	3	0.96%	Reduced
2745	KS Karpas Strategies Litchfield, Connecticut	$2.06M	+$1.78K	2	1.07%	Increased
2746	NFG Nations Financial Group Cedar Rapids, Iowa	$2.06M	+$1.73K	4	2.37%	Increased
2747	SJL Shayne & Jacobs LLC Nashville, Tennessee	$2.06M	$0	2	1.76%	Maintained
2748	RGNCM R.G. Niederhoffer Capital Management New York	$2.05M	+$1.94M	3	14.84%	New
2749	PCM Proxima Capital Management New York	$2.04M	+$1.03M	1	0.77%	Increased
2750	CM Capital Management Glen Allen, Virginia	$2.04M	-$1.15M	3	0.79%	Reduced