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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	NYLT New York Life Trust New York	$1.82M	-$115K	11	8.8%	Reduced
2777	FWP FAS Wealth Partners Leawood, Kansas	$1.81M	+$261K	5	0.67%	Increased
2778	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$1.8M	-$143K	1	1.06%	Reduced
2779	PCM Proxima Capital Management New York	$1.8M	-$421K	1	0.7%	Reduced
2780	SM Senvest Management New York	$1.78M	-$6.34M	1	0.15%	Reduced
2781	BOC Barbara Oil Co Chicago, Illinois	$1.78M	$0	2	1.43%	Maintained
2782	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.77M	-$25.5K	3	0.2%	Reduced
2783	CPR CSU Producer Resources Fairfield, Ohio	$1.75M	$0	2	11.08%	Maintained
2784	BFPW BOK Financial Private Wealth Denver, Colorado	$1.75M	+$567K	2	0.28%	Increased
2785	AGA Accuvest Global Advisors Provo, Utah	$1.75M	-$493K	2	1.06%	Reduced
2786	BPIM Brant Point Investment Management New York	$1.74M	-$2.66M	1	0.16%	Reduced
2787	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.73M	-$2.38M	2	3.48%	Reduced
2788	SAM Sunnymeath Asset Management Red Bank, New Jersey	$1.72M	+$169K	3	2.52%	Increased
2789	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.72M	+$235K	4	1.08%	Increased
2790	ARM Adirondack Research & Management Guilderland, New York	$1.71M	-$1.27M	2	0.64%	Reduced
2791	FMA FNY Managed Accounts New York	$1.71M	-$470K	7	1.56%	Reduced
2792	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$1.7M	+$29.4K	5	1.21%	Increased
2793	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.7M	-$154K	12	1.88%	Reduced
2794	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.69M	-$49.4K	2	1.08%	Reduced
2795	PTCG Pring Turner Capital Group Alamo, California	$1.69M	-$1.3M	1	2.21%	Reduced
2796	OCG Opus Capital Group Cincinnati, Ohio	$1.69M	-$4.07M	2	0.38%	Reduced
2797	WIP Wellesley Investment Partners Wellesley, Massachusetts	$1.67M	+$239K	2	0.9%	Increased
2798	WA WealthTrust-Arizona Scottsdale, Arizona	$1.67M	+$106K	17	1.03%	Increased
2799	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.67M	+$355K	6	0.41%	Increased
2800	DE Day & Ennis Macon, Georgia	$1.66M	-$1.35K	2	1.8%	Reduced