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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	CM Capital Management Glen Allen, Virginia	$795K	-$12.6M	2	0.32%	Reduced
2802	DIP DT Investment Partners Chadds Ford, Pennsylvania	$790K	-$683K	1	0.24%	Reduced
2803	FC Financial Consulate Hunt Valley, Maryland	$783K	+$794K	1	0.68%	New
2804	KIA King Investment Advisors Houston, Texas	$782K	-$2.87M	2	5.3%	Reduced
2805	FPC Falcon Point Capital San Francisco, California	$780K	-$425K	2	0.28%	Reduced
2806	BWP BSW Wealth Partners Boulder, Colorado	$770K	+$192K	2	0.46%	Increased
2807	Tiedemann Advisors New York	$764K	+$775K	1	0.59%	New
2808	VCP Vista Capital Partners Portland, Oregon	$764K	-$19.6K	3	0.25%	Reduced
2809	AWA ARS Wealth Advisors St. Petersburg, Florida	$756K	+$16.8K	2	0.38%	Increased
2810	MP Manifold Partners San Francisco, California	$750K	-$849K	3	0.7%	Reduced
2811	CMANY Capital Management Associates (New York) New York	$747K	-$32.6K	1	1.15%	Reduced
2812	RAM Riggs Asset Management Dallas, Pennsylvania	$732K	-$60.2K	6	0.45%	Reduced
2813	PSC Piper Sandler & Co Minneapolis, Minnesota	$729K	+$196K	3	0.78%	Increased
2814	RPA Rock Point Advisors Burlington, Vermont	$723K	$0	2	0.4%	Maintained
2815	Oaktree Capital Management Los Angeles, California	$703K	-$20.8M	1	0.01%	Reduced
2816	Conestoga Capital Advisors Wayne, Pennsylvania	$697K	$0	2	0.06%	Maintained
2817	SRSA S.R. Schill & Associates Mercer Island, Washington	$694K	-$31.5K	1	0.49%	Reduced
2818	HP HT Partners Centerbrook, Connecticut	$684K	+$438K	2	0.46%	Increased
2819	SA SRH Advisors Salina, Kansas	$681K	+$5.61K	5	3.99%	Increased
2820	KIA Kopp Investment Advisors Bloomington, Minnesota	$677K	+$3.27K	1	0.36%	Increased
2821	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$671K	$0	6	0.39%	Maintained
2822	NAM Nichols Asset Management Sudbury, Massachusetts	$665K	-$17.6M	2	0.15%	Reduced
2823	WRM Weybosset Research & Management Province, Rhode Island	$665K	-$1.48K	2	0.5%	Reduced
2824	BP BBR Partners New York	$658K	-$905K	2	0.1%	Reduced
2825	NFG Noven Financial Group Denver, Colorado	$651K	+$73.1K	1	0.52%	Increased