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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	WA WealthTrust-Arizona Scottsdale, Arizona	$1.25M	+$54.7K	15	1.05%	Increased
2752	MP Manifold Partners San Francisco, California	$1.25M	-$1.33M	1	1.27%	Reduced
2753	IIM Ironwood Investment Management Boston, Massachusetts	$1.25M	+$9.23K	1	0.23%	Increased
2754	CMANY Capital Management Associates (New York) New York	$1.25M	-$1.04M	2	1.83%	Reduced
2755	SS Sunbelt Securities Houston, Texas	$1.23M	+$1.13M	2	1.62%	New
2756	CCM Canal Capital Management Richmond, Virginia	$1.23M	+$1.24M	1	1.16%	New
2757	CP Coho Partners Berwyn, Pennsylvania	$1.22M	-$56.3M	2	0.07%	Reduced
2758	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.22M	-$20.3K	5	0.71%	Reduced
2759	CAS Cue Advisory Services Phoenix, Arizona	$1.22M	+$1.22M	2	1.28%	New
2760	LWM Lenox Wealth Management Cincinnati, Ohio	$1.22M	-$71.3K	6	0.79%	Reduced
2761	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.22M	+$1.17M	2	0.48%	New
2762	Annex Advisory Services Brookfield, Wisconsin	$1.19M	+$230K	3	0.37%	Increased
2763	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.18M	+$52.3K	1	2%	Increased
2764	KPCM Kings Point Capital Management Great Neck, New York	$1.18M	-$500K	9	0.32%	Reduced
2765	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.18M	-$201K	6	0.14%	Reduced
2766	PCM Price Capital Management Lafayette, Louisiana	$1.17M	+$1.05M	1	1.03%	New
2767	ACM Alethea Capital Management Mercer Island, Washington	$1.17M	+$1.17M	2	1.19%	New
2768	Modera Wealth Management Westwood, New Jersey	$1.16M	-$200K	2	0.45%	Reduced
2769	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$1.16M	-$1.03M	1	0.1%	Reduced
2770	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$1.16M	+$1.15M	3	0.69%	New
2771	VCM Vigilant Capital Management Portland, Maine	$1.15M	+$246K	8	0.23%	Increased
2772	KBG Kahn Brothers Group New York	$1.15M	-$16.7K	1	0.2%	Reduced
2773	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.14M	-$68.4K	1	0.72%	Reduced
2774	KA KLCM Advisors Milwaukee, Wisconsin	$1.13M	+$156K	2	0.29%	Increased
2775	GAM Gould Asset Management Claremont, California	$1.12M	+$266K	3	0.55%	Increased