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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
2751	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$204K	-$79K	6	0.11%	Reduced
2752	EMA Efficient Market Advisors San Diego, California	$195K	+$7.48K	5	0.06%	Increased
2753	SRC Stone Run Capital New York	$188K	+$180K	1	0.13%	New
2754	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$179K	$0	1	0.1%	Maintained
2755	CHFS Cobble Hill Financial Services Moorestown, New Jersey	$178K	-$32.4K	1	0.03%	Reduced
2756	PCM Piermont Capital Management St. Louis, Missouri	$159K	+$151K	1	0.08%	New
2757	SPH Steel Partners Holdings New York	$152K	$0	1	0.03%	Maintained
2758	NCA NCM Capital Advisers Durham, North Carolina	$143K	$0	1	0.15%	Maintained
2759	CP Corbenic Partners Bethlehem, Pennsylvania	$141K	-$45.9K	5	0.13%	Reduced
2760	DII Domini Impact Investments New York	$135K	+$131K	1	9.83%	New
2761	AP Advisors Preferred Rockville, Maryland	$102K	+$85.2K	4	0.06%	New
2762	DCM Dean Capital Management Overland Park, Kansas	$90K	+$89.6K	1	1.06%	New
2763	EAMA EFG Asset Management (Americas) Miami, Florida	$88K	+$81.6K	2	0.08%	New
2764	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$82K	-$4.05K	2	0.06%	Reduced
2765	EU Emory University Atlanta, Georgia	$76K	+$3.15K	5	0.05%	Increased
2766	NHFG New Harbor Financial Group Worcester, Massachusetts	$72K	-$18.2K	4	0.09%	Reduced
2767	MIM Macroview Investment Management Bethesda, Maryland	$71K	+$4.33K	7	0.13%	Increased
2768	MS Madison Scottsdale Scottsdale, Arizona	$56K	-$705K	1	0.05%	Reduced
2769	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$49.7K	+$3.21K	3	6.89%	Increased
2770	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$47K	-$101K	1	0.01%	Reduced
2771	ACM Axel Capital Management New York	$39K	$0	1	0.18%	Maintained
2772	SST S Squared Technology New York	$39K	-$3.62M	1	0.06%	Reduced
2773	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$19K	+$17.3K	2	0.01%	New
2774	PFG Pacific Financial Group Bellevue, Washington	$15K	$0	1	0.03%	Maintained
2775	WCM Wealthcare Capital Management Richmond, Virginia	$9K	-$1.78K	3	0%	Reduced