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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	SMC Smith, Moore & Co Clayton, Missouri	$1.04M	+$230K	3	0.58%	Increased
2752	NAP New Amsterdam Partners New York	$1.04M	-$4.02M	1	0.11%	Reduced
2753	NC NewSquare Capital Newtown Square, Pennsylvania	$1.04M	+$911	10	0.31%	Increased
2754	KBG Kahn Brothers Group New York	$1.04M	$0	1	0.19%	Maintained
2755	Pure Financial Advisors San Diego, California	$1.03M	-$235K	2	0.48%	Reduced
2756	CP Coho Partners Berwyn, Pennsylvania	$1.03M	-$77.2K	2	0.05%	Reduced
2757	TFO Tarbox Family Office Newport Beach, California	$1.02M	+$192K	15	0.94%	Increased
2758	New York Life Investment Management New York	$1.02M	-$12.4K	3	0.1%	Reduced
2759	CM Cornerstone Management Duluth, Georgia	$1.01M	$0	1	0.77%	Maintained
2760	Blackhill Capital Morristown, New Jersey	$1.01M	+$54.2K	3	0.14%	Increased
2761	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$1.01M	+$1.34M	1	0.13%	New
2762	CT CMT Trading Chicago, Illinois	$1M	+$642K	1	4.09%	Increased
2763	FUBT First United Bank & Trust Oakland, Maryland	$994K	-$241K	3	0.97%	Reduced
2764	GAM Gould Asset Management Claremont, California	$982K	+$15.5K	3	0.55%	Increased
2765	LWA Lenox Wealth Advisors New York	$970K	+$249K	8	0.34%	Increased
2766	LFA Landmark Financial Advisors Bowling Green, Kentucky	$967K	+$314	3	1.07%	Increased
2767	EML Eos Management LP New York	$957K	$0	1	0.55%	Maintained
2768	FAG Financial Advisory Group Houston, Texas	$956K	$0	2	0.47%	Maintained
2769	RFG Advisory Birmingham, Alabama	$947K	-$1.45M	2	3.05%	Reduced
2770	LSC Lesa Sroufe & Co Seattle, Washington	$944K	-$218K	1	0.75%	Reduced
2771	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$938K	+$1.27M	2	2.83%	Increased
2772	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$926K	-$94.3K	5	0.07%	Reduced
2773	NA Nottingham Advisors Amherst, New York	$923K	-$9.62K	2	0.17%	Reduced
2774	Hillsdale Investment Management Toronto, Ontario, Canada	$921K	-$377K	7	0.31%	Reduced
2775	MCF Advisors Covington, Kentucky	$918K	+$4.9K	6	0.24%	Increased