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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	GMIM General Motors Investment Management New York	$815K	-$34.5M	1	10.68%	Reduced
2827	RAM Riggs Asset Management Dallas, Pennsylvania	$815K	-$200K	7	0.4%	Reduced
2828	BWM Bernicke Wealth Management Altoona, Wisconsin	$812K	+$148K	1	0.78%	Increased
2829	Pacer Advisors Malvern, Pennsylvania	$812K	-$589	3	1.69%	Reduced
2830	Karpus Investment Management Pittsford, New York	$807K	-$10.4K	2	0.04%	Reduced
2831	Avior Wealth Management Omaha, Nebraska	$799K	+$84.1K	9	0.62%	Increased
2832	HighPoint Advisor Group Downers Grove, Illinois	$799K	-$1.12M	2	1.23%	Reduced
2833	KIA Kopp Investment Advisors Bloomington, Minnesota	$786K	$0	1	0.35%	Maintained
2834	SHJ Sharkey, Howes & Javer Denver, Colorado	$780K	-$57.8K	6	0.59%	Reduced
2835	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$779K	+$61.8K	4	0.5%	Increased
2836	CMANY Capital Management Associates (New York) New York	$777K	-$183K	1	1.02%	Reduced
2837	PCM Perkins Capital Management Wayzata, Minnesota	$764K	-$26.7K	3	0.67%	Reduced
2838	RPA Rock Point Advisors Burlington, Vermont	$760K	-$31.4K	2	0.39%	Reduced
2839	SWM Segment Wealth Management Houston, Texas	$749K	-$2.29K	2	0.26%	Reduced
2840	Conestoga Capital Advisors Wayne, Pennsylvania	$745K	$0	2	0.05%	Maintained
2841	PC Pecaut & Co Sioux City, Iowa	$739K	-$804	2	0.71%	Reduced
2842	SCA Secor Capital Advisors New York	$729K	-$257K	2	0.26%	Reduced
2843	AWA ARS Wealth Advisors St. Petersburg, Florida	$728K	+$6.75K	2	0.32%	Increased
2844	LWA Lenox Wealth Advisors New York	$725K	-$190K	6	0.31%	Reduced
2845	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$723K	+$3.54K	6	0.41%	Increased
2846	SRSA S.R. Schill & Associates Mercer Island, Washington	$723K	-$3.56K	1	0.49%	Reduced
2847	SA SRH Advisors Salina, Kansas	$721K	-$27	5	4.55%	Reduced
2848	WRM Weybosset Research & Management Province, Rhode Island	$720K	-$112K	2	0.48%	Reduced
2849	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$719K	-$49.2K	1	0.09%	Reduced
2850	MHP Manatuck Hill Partners Westport, Connecticut	$717K	+$609K	1	0.22%	New