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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
2851	SCG Sonata Capital Group Seattle, Washington	$1.39M	+$60.3K	1	1.2%	Increased
2852	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.39M	$0	2	0.17%	Maintained
2853	NVIM New Vernon Investment Management Highland Park, Illinois	$1.39M	-$512K	1	1.18%	Reduced
2854	BP BBR Partners New York	$1.38M	-$556K	4	0.24%	Reduced
2855	DOA D'Orazio & Associates Falls Church, Virginia	$1.37M	+$56.6K	12	0.58%	Increased
2856	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.37M	+$93K	5	0.93%	Increased
2857	LA Lucus Advisors New York	$1.36M	-$835K	3	0.8%	Reduced
2858	FI FormulaFolio Investments Grand Rapids, Michigan	$1.36M	+$274K	3	0.24%	Increased
2859	NCM Northroad Capital Management New York	$1.34M	-$207K	3	0.87%	Reduced
2860	CPA Cowen Prime Advisors New York	$1.33M	-$3.84K	10	0.62%	Reduced
2861	PV Private Vista Chicago, Illinois	$1.33M	-$13K	2	0.47%	Reduced
2862	RVPG Relative Value Partners Group	$1.32M	+$288K	3	0.16%	Increased
2863	LSC Lesa Sroufe & Co Seattle, Washington	$1.32M	-$26.1K	2	1.29%	Reduced
2864	AP AlpInvest Partners Amsterdam, Netherlands	$1.32M	$0	1	2.52%	Maintained
2865	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.32M	-$15.7K	2	6.16%	Reduced
2866	FNYS First New York Securities New York	$1.32M	-$377K	4	0.91%	Reduced
2867	ACP Arcus Capital Partners Atlanta, Georgia	$1.3M	-$502K	3	0.93%	Reduced
2868	Blackhill Capital Morristown, New Jersey	$1.29M	+$607K	3	0.21%	Increased
2869	SSG Summit Securities Group New York	$1.29M	-$10.5M	3	0.9%	Reduced
2870	JCM Janney Capital Management Pittsburgh, Pennsylvania	$1.29M	-$79.8M	3	0.07%	Reduced
2871	AM Account Management Boxford, Massachusetts	$1.28M	+$1.19M	1	1.45%	New
2872	GS Gagnon Securities New York	$1.27M	+$157K	3	0.61%	Increased
2873	Xponance Philadelphia, Pennsylvania	$1.26M	+$1.12M	1	0.48%	New
2874	CWA Asset Management Group Naples, Florida	$1.26M	-$3.71M	1	1.29%	Reduced
2875	PA Planning Alternatives Birmingham, Michigan	$1.26M	-$88.8K	2	0.28%	Reduced