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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
2801	SAM Sequent Asset Management Houston, Texas	$946K	$0	1	0.68%	Maintained
2802	TFF The Family Firm Bethesda, Maryland	$946K	+$952K	2	0.49%	New
2803	KCM KSA Capital Management Morristown, New Jersey	$943K	-$690K	1	0.25%	Reduced
2804	AMG Asset Management Group Stamford, Connecticut	$941K	+$6.05K	1	0.47%	Increased
2805	Klingman & Associates New York	$931K	+$932K	7	0.39%	New
2806	MCF Advisors Covington, Kentucky	$931K	-$197K	7	0.26%	Reduced
2807	CAL Capital Advisors Ltd Shaker Heights, Ohio	$923K	+$88	7	0.5%	Increased
2808	VNA Valley National Advisers Bethlehem, Pennsylvania	$920K	+$937K	6	0.69%	New
2809	LWA Lenox Wealth Advisors New York	$911K	-$139	7	0.38%	Reduced
2810	HCM HM Capital Management Clayton, Missouri	$909K	-$636K	1	0.93%	Reduced
2811	AWA ARS Wealth Advisors St. Petersburg, Florida	$901K	-$33.3K	3	0.39%	Reduced
2812	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$897K	-$12K	1	0.19%	Reduced
2813	SGH Schonfeld Group Holdings Jericho, New York	$896K	-$2.94M	2	12%	Reduced
2814	KIA Kopp Investment Advisors Bloomington, Minnesota	$894K	+$43K	1	0.43%	Increased
2815	VCP Vista Capital Partners Portland, Oregon	$890K	-$472K	3	0.28%	Reduced
2816	BC Barnett & Company Chattanooga, Tennessee	$886K	+$462K	2	0.34%	Increased
2817	KFA Kays Financial Advisory Atlanta, Georgia	$876K	+$169K	1	0.59%	Increased
2818	DOA D'Orazio & Associates Falls Church, Virginia	$866K	-$33.2K	4	0.59%	Reduced
2819	FAG Financial Advisory Group Houston, Texas	$865K	+$33.3K	2	0.45%	Increased
2820	CFG CKW Financial Group Honolulu, Hawaii	$860K	-$84.5K	10	0.36%	Reduced
2821	MG MDE Group Morristown, New Jersey	$837K	-$11K	1	0.2%	Reduced
2822	NA NSB Advisors Fishkill, New York	$830K	-$54.2K	2	0.83%	Reduced
2823	CAS CTC Alternative Strategies Chicago, Illinois	$821K	-$9.85M	2	1.64%	Reduced
2824	GACM Green Arrow Capital Management New York	$810K	$0	1	0.09%	Maintained
2825	RPA Rock Point Advisors Burlington, Vermont	$806K	-$66.5K	2	0.37%	Reduced