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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
2776	CM Cornerstone Management Duluth, Georgia	$1.12M	+$1.16M	1	0.87%	New
2777	New York Life Investment Management New York	$1.11M	+$967K	5	0.13%	Increased
2778	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$1.11M	+$951K	2	0.87%	Increased
2779	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.1M	-$365K	1	0.53%	Reduced
2780	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1.07M	+$196K	2	0.14%	Increased
2781	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.07M	+$1.08M	8	0.74%	New
2782	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.06M	+$1.08M	1	1.05%	New
2783	TMC Trellus Management Company Delray Beach, Florida	$1.06M	+$697K	3	1.56%	Increased
2784	DDC Daniel Devine & Co Parkland, Florida	$1.05M	+$1.07M	1	0.75%	New
2785	OAM Orinda Asset Management Lafayette, California	$1.05M	+$12.6K	5	1.19%	Increased
2786	FUBT First United Bank & Trust Oakland, Maryland	$1.05M	+$1.61K	2	1.01%	Increased
2787	TFO Tarbox Family Office Newport Beach, California	$1.05M	-$29.3K	15	0.97%	Reduced
2788	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.03M	$0	2	0.15%	Maintained
2789	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.02M	+$346K	2	0.79%	Increased
2790	SMC Smith, Moore & Co Clayton, Missouri	$1.02M	-$39.9K	2	0.54%	Reduced
2791	FPC Falcon Point Capital San Francisco, California	$1.01M	-$1.53M	2	0.92%	Reduced
2792	EML Eos Management LP New York	$1M	$0	1	0.36%	Maintained
2793	W Wealthquest Cincinnati, Ohio	$1M	+$1.03M	2	1.02%	New
2794	BI Boulegeris Investments Sandy Springs, Georgia	$982K	-$669K	2	0.78%	Reduced
2795	NC NewSquare Capital Newtown Square, Pennsylvania	$981K	-$3.19K	9	0.33%	Reduced
2796	ZTNA Zions Trust National Association Salt Lake City, Utah	$977K	-$44.6K	5	1.41%	Reduced
2797	BCM Brookmont Capital Management Dallas, Texas	$966K	+$951K	1	0.28%	New
2798	CPR CSU Producer Resources Fairfield, Ohio	$963K	$0	1	8.45%	Maintained
2799	RU RobecoSam USA New York	$953K	-$321K	3	1.03%	Reduced
2800	GHF Good Harbor Financial Barrington, Illinois	$949K	+$957K	2	0.04%	New