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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	CCM Carlson Capital Management Northfield, Minnesota	$2.02M	+$75.5K	2	0.73%	Increased
2752	EMG Ellington Management Group Old Greenwich, Connecticut	$2M	+$946K	6	0.86%	Increased
2753	GAG GM Advisory Group Melville, New York	$2M	-$247K	2	0.86%	Reduced
2754	SCM Stuyvesant Capital Management Armonk, New York	$2M	-$1.23M	1	4.4%	Reduced
2755	NYLT New York Life Trust New York	$2M	-$95.9K	12	8.62%	Reduced
2756	EWM Evermay Wealth Management Arlington, Virginia	$1.98M	+$285K	4	1.11%	Increased
2757	Regents of the University of California Oakland, California	$1.98M	$0	1	6.86%	Maintained
2758	BCP Berkeley Capital Partners Milton, Georgia	$1.98M	-$277K	3	1.43%	Reduced
2759	LP LGL Partners Philadelphia, Pennsylvania	$1.97M	-$139K	4	1.01%	Reduced
2760	EP Edgestream Partners Princeton, New Jersey	$1.97M	+$941K	1	2.21%	Increased
2761	CP Camelot Portfolios Maumee, Ohio	$1.94M	-$1.26M	2	1.19%	Reduced
2762	C CFO4Life Coppell, Texas	$1.94M	+$434K	5	1.74%	Increased
2763	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$1.94M	-$1.16M	1	1.06%	Reduced
2764	HIC Harvey Investment Company Louisville, Kentucky	$1.93M	-$12.8K	2	0.43%	Reduced
2765	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.91M	+$816K	10	1.82%	Increased
2766	ACI Advance Capital I Southfield, Michigan	$1.89M	-$644K	3	1.95%	Reduced
2767	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.88M	+$165K	16	1.72%	Increased
2768	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$1.88M	-$2.18M	1	2.16%	Reduced
2769	AW Alpha Windward Westwood, Massachusetts	$1.88M	+$27.6K	11	1.35%	Increased
2770	BWM Baystate Wealth Management Boston, Massachusetts	$1.88M	-$258K	4	0.41%	Reduced
2771	FHB First Hawaiian Bank Honolulu, Hawaii	$1.88M	-$19.4K	5	0.32%	Reduced
2772	BOC Barbara Oil Co Chicago, Illinois	$1.86M	$0	2	1.57%	Maintained
2773	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$1.86M	+$42.8K	1	1.63%	Increased
2774	SAM Summit Asset Management Memphis, Tennessee	$1.86M	+$1.4K	2	1.22%	Increased
2775	GS Girard Securities San Diego, California	$1.86M	-$28.3K	6	1.83%	Reduced