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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	Alesco Advisors Pittsford, New York	$324K	-$2.59K	1	0.03%	Reduced
2752	W.H. Reaves & Co Jersey City, New Jersey	$323K	$0	1	0.01%	Maintained
2753	BCM Basso Capital Management Stamford, Connecticut	$317K	-$2.67M	1	0.05%	Reduced
2754	EMA Efficient Market Advisors San Diego, California	$301K	+$52.1K	6	0.08%	Increased
2755	NSCM New South Capital Management Memphis, Tennessee	$285K	$0	1	0.01%	Maintained
2756	CG Corundum Group Colorado Springs, Colorado	$284K	-$7.18K	1	1.35%	Reduced
2757	MAS Madden Advisory Services Jacksonville, Florida	$282K	+$3.91K	8	0.15%	Increased
2758	BMM Berkshire Money Management Dalton, Massachusetts	$278K	+$281K	1	0.12%	New
2759	WA Willett Advisors New York	$273K	+$276K	1	100%	New
2760	ZF Zhang Financial Portage, Michigan	$270K	$0	1	0.18%	Maintained
2761	SC Sumit Capital New York	$264K	-$261K	1	1.04%	Reduced
2762	PFG Piershale Financial Group Barrington, Illinois	$250K	-$20.8K	4	0.2%	Reduced
2763	WCM Weatherstone Capital Management Denver, Colorado	$247K	$0	1	0.13%	Maintained
2764	PCP Perimeter Capital Partners Atlanta, Georgia	$243K	-$859K	1	0.41%	Reduced
2765	MAM Marquette Asset Management Minneapolis, Minnesota	$238K	$0	1	0.1%	Maintained
2766	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$223K	+$224K	1	0.07%	New
2767	SCS Capital Management Boston, Massachusetts	$222K	+$225K	1	0.01%	New
2768	SIM Sigma Investment Management Portland, Oregon	$213K	$0	1	0.15%	Maintained
2769	Massachusetts Mutual Life Insurance Springfield, Massachusetts	$211K	+$203K	1	0.64%	New
2770	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$211K	-$113K	1	0.2%	Reduced
2771	BJ Brouwer & Janachowski Mill Valley, California	$210K	+$209K	1	0.1%	New
2772	UIM Underhill Investment Management Greenbrae, California	$204K	+$196K	1	0.1%	New
2773	SFT Simmons First Trust Pine Bluff, Arkansas	$193K	-$983K	1	0.06%	Reduced
2774	SCM Seamans Capital Management Boston, Massachusetts	$178K	$0	1	0.3%	Maintained
2775	NCMG NCM Capital Management Group Durham, North Carolina	$176K	$0	2	2.07%	Maintained