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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	EP Elkhorn Partners Omaha, Nebraska	$2.2M	-$75.9K	3	1.32%	Reduced
2777	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$2.18M	+$35.2K	3	6.2%	Increased
2778	SAM Silphium Asset Management London, United Kingdom	$2.18M	+$2.21M	1	2.5%	New
2779	PAM Peninsula Asset Management Bradenton, Florida	$2.17M	+$110K	1	1.67%	Increased
2780	BGA Belmont Global Advisors Dallas, Texas	$2.16M	+$19.9K	2	2.05%	Increased
2781	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$2.16M	-$6.05M	1	0.21%	Reduced
2782	GAG GM Advisory Group Melville, New York	$2.16M	+$175K	2	0.8%	Increased
2783	FWP FAS Wealth Partners Leawood, Kansas	$2.14M	+$126K	5	0.7%	Increased
2784	FNB Farmers National Bank Danville, Kentucky	$2.14M	-$44.3K	3	0.65%	Reduced
2785	SG StoneX Group New York	$2.14M	+$1.99M	3	4.78%	New
2786	LA Lucus Advisors New York	$2.13M	+$544K	5	1.84%	Increased
2787	NA Nottingham Advisors Amherst, New York	$2.13M	+$1.04M	4	0.38%	Increased
2788	KFA Kays Financial Advisory Atlanta, Georgia	$2.13M	+$219K	1	0.9%	Increased
2789	NYLT New York Life Trust New York	$2.12M	+$71.3K	12	10.47%	Increased
2790	BI Boulegeris Investments Sandy Springs, Georgia	$2.11M	+$597K	3	1.34%	Increased
2791	CCM Carlson Capital Management Northfield, Minnesota	$2.11M	-$27K	2	0.73%	Reduced
2792	KS Karpas Strategies Litchfield, Connecticut	$2.1M	+$1.75K	2	1.02%	Increased
2793	IA Independence Advisors Wayne, Pennsylvania	$2.09M	+$555K	4	0.98%	Increased
2794	WI Wedgewood Investors Erie, Pennsylvania	$2.08M	-$309K	4	1.95%	Reduced
2795	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$2.08M	+$28.4K	11	1.27%	Increased
2796	RAM Ramsey Asset Management Reston, Virginia	$2.07M	-$2.56M	1	4.25%	Reduced
2797	MCM MV Capital Management Bethesda, Maryland	$2.07M	-$161K	11	0.75%	Reduced
2798	CAM Concorde Asset Management Ann Arbor, Michigan	$2.07M	+$1.34M	3	2.61%	Increased
2799	FSCM Front Street Capital Management Missoula, Montana	$2.07M	$0	2	0.99%	Maintained
2800	SAMC Spectrum Asset Management (California) Newport Beach, California	$2.07M	-$61.2K	2	2.23%	Reduced