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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
2826	PCM Perkins Capital Management Wayzata, Minnesota	$785K	-$369K	3	0.67%	Reduced
2827	SWM Segment Wealth Management Houston, Texas	$775K	-$2.02M	2	0.3%	Reduced
2828	Conestoga Capital Advisors Wayne, Pennsylvania	$774K	$0	2	0.05%	Maintained
2829	FWP FAS Wealth Partners Leawood, Kansas	$774K	-$226K	2	0.41%	Reduced
2830	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$773K	-$13.6M	2	0.07%	Reduced
2831	RAM Riggs Asset Management Dallas, Pennsylvania	$768K	-$97.8K	7	0.37%	Reduced
2832	TI Telemetry Investments New York	$767K	+$788K	3	0.48%	New
2833	DIP DT Investment Partners Chadds Ford, Pennsylvania	$765K	-$564K	1	0.24%	Reduced
2834	SRSA S.R. Schill & Associates Mercer Island, Washington	$751K	+$758K	1	0.69%	New
2835	Avior Wealth Management Omaha, Nebraska	$750K	+$8.12K	8	0.6%	Increased
2836	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$750K	+$155K	5	0.46%	Increased
2837	DA Dunvegan Associates Santa Barbara, California	$740K	+$265K	3	0.64%	Increased
2838	WAM Wellesley Asset Management Portsmouth, New Hampshire	$739K	+$753K	1	0.04%	New
2839	SA SRH Advisors Salina, Kansas	$730K	$0	5	4.97%	Maintained
2840	AP Advisors Preferred Rockville, Maryland	$719K	+$616K	5	0.34%	Increased
2841	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$719K	+$242K	3	0.41%	Increased
2842	SIC Shoker Investment Counsel Oxford, Ohio	$718K	-$60.5K	1	0.67%	Reduced
2843	PIM Provident Investment Management Novi, Michigan	$717K	-$18.2M	2	0.16%	Reduced
2844	FBFS First Business Financial Services Madison, Wisconsin	$716K	+$41K	2	0.23%	Increased
2845	PC Pecaut & Co Sioux City, Iowa	$714K	+$59.2K	2	0.67%	Increased
2846	CAM Concorde Asset Management Ann Arbor, Michigan	$711K	+$742K	2	0.89%	New
2847	LCG Lisanti Capital Growth New York	$693K	+$673K	1	0.35%	New
2848	NCA New Century Advisors Chevy Chase, Maryland	$693K	+$700K	1	0.58%	New
2849	BWM Biltmore Wealth Management Tempe, Arizona	$683K	+$690K	1	0.59%	New
2850	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$681K	+$277K	2	1.62%	Increased