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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	Harvey Partners Tarrytown, New York	$3.3M	+$1.74M	2	3.78%	Increased
2802	SFMG Wealth Advisors Plano, Texas	$3.3M	+$194K	3	0.68%	Increased
2803	Keel Point Huntsville, Alabama	$3.29M	+$66.2K	7	0.66%	Increased
2804	Halbert Hargrove Global Advisors Long Beach, California	$3.29M	-$421K	7	0.87%	Reduced
2805	MBT Monroe Bank & Trust Monroe, Michigan	$3.28M	-$340K	7	1.09%	Reduced
2806	Carlson Capital Management Northfield, Minnesota	$3.28M	+$927K	5	0.99%	Increased
2807	Wilkins Investment Counsel Boston, Massachusetts	$3.24M	-$256K	3	1.03%	Reduced
2808	WPA Winning Points Advisors Boca Raton, Florida	$3.24M	-$221K	2	3.17%	Reduced
2809	VAM Visionary Asset Management Houston, Texas	$3.24M	+$202K	3	0.94%	Increased
2810	SG Somerset Group Wayzata, Minnesota	$3.23M	-$80.6K	3	2.99%	Reduced
2811	V ValueWorks New York	$3.22M	-$888K	2	2.41%	Reduced
2812	Connecticut Wealth Management Farmington, Connecticut	$3.2M	+$48.5K	4	1.95%	Increased
2813	RGNCM R.G. Niederhoffer Capital Management New York	$3.2M	+$1.99M	5	26.45%	Increased
2814	CGOV Asset Management Toronto, Ontario, Canada	$3.19M	-$253K	2	0.13%	Reduced
2815	IR Invictus RG Hamilton, Bermuda	$3.19M	+$36.8K	10	2.33%	Increased
2816	AAM American Asset Management Boca Raton, Florida	$3.19M	-$37.8K	4	1.78%	Reduced
2817	TSS Thomas Story & Son Culver, Indiana	$3.18M	-$6.31K	2	1.88%	Reduced
2818	Park Avenue Securities New York	$3.17M	+$3.18M	5	0.35%	New
2819	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$3.16M	+$392K	2	0.93%	Increased
2820	Affiance Financial St. Louis Park, Minnesota	$3.16M	-$8.91K	6	2.52%	Reduced
2821	Rock Springs Capital Management Baltimore, Maryland	$3.14M	$0	1	0.16%	Maintained
2822	DLHL Donald L. Hagan LLC Sarasota, Florida	$3.13M	-$260K	6	2.96%	Reduced
2823	PM Parametrica Management Wanchai, Hong Kong	$3.13M	+$546K	6	2.93%	Increased
2824	Bienville Capital Management New York	$3.13M	+$43.8K	6	0.88%	Increased
2825	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$3.12M	-$28.6K	1	2.52%	Reduced