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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	LP LGL Partners Philadelphia, Pennsylvania	$1.91M	-$25.3K	4	1.04%	Reduced
2752	BGA Belmont Global Advisors Dallas, Texas	$1.91M	-$428K	2	1.83%	Reduced
2753	EWM Evermay Wealth Management Arlington, Virginia	$1.9M	-$9.86K	4	0.99%	Reduced
2754	FSCM Front Street Capital Management Missoula, Montana	$1.9M	+$1.91M	2	0.94%	New
2755	RFG Advisory Birmingham, Alabama	$1.9M	+$181K	2	1.65%	Increased
2756	CM Capital Management Glen Allen, Virginia	$1.9M	-$27.7K	3	0.74%	Reduced
2757	DAC Dymon Asia Capital Singapore	$1.9M	+$696K	1	1.22%	Increased
2758	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.89M	+$477K	2	2.24%	Increased
2759	KS Karpas Strategies Litchfield, Connecticut	$1.89M	-$57.9K	2	0.94%	Reduced
2760	LIM Lorem Ipsum Management New York	$1.88M	-$6.32M	1	4.05%	Reduced
2761	SCM Stuyvesant Capital Management Armonk, New York	$1.88M	+$29.9K	1	3.72%	Increased
2762	HCM Horrell Capital Management Little Rock, Arkansas	$1.88M	+$740K	5	1.22%	Increased
2763	AWA Arete Wealth Advisors Chicago, Illinois	$1.88M	-$2.42M	3	1.18%	Reduced
2764	GAG GM Advisory Group Melville, New York	$1.87M	-$42.4K	2	0.7%	Reduced
2765	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.87M	-$1.59M	2	0.13%	Reduced
2766	HIC Harvey Investment Company Louisville, Kentucky	$1.85M	$0	2	0.4%	Maintained
2767	SIC Shoker Investment Counsel Oxford, Ohio	$1.85M	+$315K	4	1.65%	Increased
2768	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.84M	-$1.38M	4	0.56%	Reduced
2769	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.83M	-$1.49M	11	1.13%	Reduced
2770	RO Reservoir Operations New York	$1.83M	-$876K	1	2.28%	Reduced
2771	SAM Summit Asset Management Memphis, Tennessee	$1.82M	+$8.43K	2	1.16%	Increased
2772	KFA Kays Financial Advisory Atlanta, Georgia	$1.82M	+$223K	1	0.82%	Increased
2773	NIS National Investment Services Milwaukee, Wisconsin	$1.82M	+$1.78M	1	2.08%	New
2774	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.82M	-$987K	14	3.22%	Reduced
2775	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.82M	+$4.45K	2	1.64%	Increased