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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	LFR Lehman Financial Resources Media, Pennsylvania	$1.25M	+$10.7K	7	0.57%	Increased
2752	NAM Needelman Asset Management Ladera Ranch, California	$1.24M	-$4.89K	2	3.76%	Reduced
2753	DOA D'Orazio & Associates Falls Church, Virginia	$1.23M	+$409K	8	0.97%	Increased
2754	WA WealthTrust-Arizona Scottsdale, Arizona	$1.23M	+$40.4K	17	0.75%	Increased
2755	Merriman Wealth Management Seattle, Washington	$1.22M	+$16.3K	2	1.25%	Increased
2756	GIM Guardian Investment Management Tiburon, California	$1.22M	+$87.1K	1	1.35%	Increased
2757	EA Elm Advisors Burlingame, California	$1.21M	-$240K	1	1.12%	Reduced
2758	IIM Ironwood Investment Management Boston, Massachusetts	$1.21M	-$44.6K	1	0.22%	Reduced
2759	SS Sunbelt Securities Houston, Texas	$1.2M	-$4.62K	2	1.79%	Reduced
2760	DDC Daniel Devine & Co Parkland, Florida	$1.18M	+$87.2K	2	0.79%	Increased
2761	LSC Lyon Street Capital Sausalito, California	$1.18M	-$1.11M	1	0.51%	Reduced
2762	NONA Ninety One North America New York	$1.18M	-$3.22M	1	0.36%	Reduced
2763	BC Barnett & Company Chattanooga, Tennessee	$1.17M	+$434K	3	0.46%	Increased
2764	BFPW BOK Financial Private Wealth Denver, Colorado	$1.17M	-$106K	2	0.19%	Reduced
2765	DCM Dinsmore Capital Management Morristown, New Jersey	$1.16M	$0	1	0.46%	Maintained
2766	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.16M	-$42.1K	5	0.7%	Reduced
2767	V ValueWorks New York	$1.16M	-$47.6K	1	0.61%	Reduced
2768	CP Coho Partners Berwyn, Pennsylvania	$1.16M	-$27K	2	0.06%	Reduced
2769	CCM Canal Capital Management Richmond, Virginia	$1.15M	+$79.8K	1	1.06%	Increased
2770	KBG Kahn Brothers Group New York	$1.15M	$0	1	0.19%	Maintained
2771	IF IRON Financial Northbrook, Illinois	$1.15M	-$380K	2	0.89%	Reduced
2772	PAM PT Asset Management Chicago, Illinois	$1.13M	+$999K	3	0.3%	Increased
2773	LWM Lenox Wealth Management Cincinnati, Ohio	$1.13M	-$31K	6	0.79%	Reduced
2774	CM Cornerstone Management Duluth, Georgia	$1.12M	$0	1	0.85%	Maintained
2775	MCM MV Capital Management Bethesda, Maryland	$1.11M	-$142K	11	0.47%	Reduced