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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	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.93M	-$112K	15	1.14%	Reduced
2752	Mariner Independent Advisor Network Overland Park, Kansas	$1.93M	-$2.59M	2	1.29%	Reduced
2753	NFG Nations Financial Group Cedar Rapids, Iowa	$1.93M	+$1.93M	4	2.51%	New
2754	Krilogy Financial St. Louis, Missouri	$1.92M	+$43.9K	15	1.79%	Increased
2755	CMANY Capital Management Associates (New York) New York	$1.91M	+$928K	4	2.78%	Increased
2756	DGA DST Global Advisors Road Town, Tortola, British Virgin Islands	$1.9M	-$6.26M	1	6.41%	Reduced
2757	FNB Farmers National Bank Danville, Kentucky	$1.9M	+$51.8K	2	1.38%	Increased
2758	HCM Harvest Capital Management Concord, New Hampshire	$1.9M	+$55.3K	3	0.86%	Increased
2759	CCM Carlson Capital Management Northfield, Minnesota	$1.9M	-$80.2K	2	0.72%	Reduced
2760	AW Alpha Windward Westwood, Massachusetts	$1.88M	-$759K	10	1.37%	Reduced
2761	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$1.87M	+$986K	1	1.69%	Increased
2762	HIC Harvey Investment Company Louisville, Kentucky	$1.86M	-$185K	2	0.43%	Reduced
2763	NBG Nancy B. Gardiner	$1.86M	+$1.88M	5	9.06%	New
2764	PCI Pacifica Capital Investments Leander, Texas	$1.86M	-$26.7K	1	1.05%	Reduced
2765	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.86M	+$6.13K	7	5.89%	Increased
2766	Modera Wealth Management Westwood, New Jersey	$1.86M	+$50.6K	4	0.73%	Increased
2767	BP BBR Partners New York	$1.86M	+$1.09M	5	0.29%	Increased
2768	SNN Shen Neil Nanpeng	$1.85M	+$1.81M	2	20.92%	New
2769	SAM Sunnymeath Asset Management Red Bank, New Jersey	$1.84M	+$1.75M	3	2.93%	New
2770	CHP Cable Hill Partners Portland, Oregon	$1.83M	-$150K	16	1.3%	Reduced
2771	SMC S. Muoio & Co New York	$1.83M	$0	1	0.86%	Maintained
2772	FHB First Hawaiian Bank Honolulu, Hawaii	$1.83M	+$297K	5	0.31%	Increased
2773	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.82M	-$213K	2	1.06%	Reduced
2774	GS Girard Securities San Diego, California	$1.82M	+$1.81M	5	1.81%	New
2775	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.82M	+$1.76M	2	1.76%	New