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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
2876	UFA US Financial Advisors Braintree, Massachusetts	$559K	-$146K	8	0.53%	Reduced
2877	NFG Noven Financial Group Denver, Colorado	$553K	+$8.57K	1	0.4%	Increased
2878	SIM Strategic Investment Management Arlington, Virginia	$551K	+$184K	1	0.36%	Increased
2879	LS Lupo Securities Chicago, Illinois	$537K	-$3.54M	3	2.15%	Reduced
2880	CFN Cordasco Financial Network Naples, Florida	$535K	-$92.4K	6	0.42%	Reduced
2881	Chicago Partners Investment Group Chicago, Illinois	$534K	+$10.9K	7	0.24%	Increased
2882	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$532K	+$524K	1	2.13%	New
2883	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$530K	-$1.47K	1	0.33%	Reduced
2884	WCM Wildcat Capital Management New York	$529K	$0	1	0.18%	Maintained
2885	DLG Daniel L. Goodwin	$522K	-$402	1	0.14%	Reduced
2886	KG Killen Group Berwyn, Pennsylvania	$519K	-$4.97K	1	0.04%	Reduced
2887	EGA Emerging Global Advisors New York	$517K	+$17.1K	2	0.24%	Increased
2888	HP Harbourvest Partners Boston, Massachusetts	$514K	+$489K	1	0.24%	New
2889	GWA Genesis Wealth Advisors Braintree, Massachusetts	$513K	-$22.2K	8	0.42%	Reduced
2890	KL Kinsight LLC Birmingham, Alabama	$511K	-$22.5K	2	0.26%	Reduced
2891	MGAM McGowan Group Asset Management Dallas, Texas	$504K	-$7.77K	2	0.1%	Reduced
2892	DA Dunvegan Associates Santa Barbara, California	$503K	-$419K	4	0.56%	Reduced
2893	AWM Affinity Wealth Management Wilmington, Delaware	$496K	+$514K	2	0.32%	New
2894	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$486K	+$269K	2	0.67%	Increased
2895	TCM TD Capital Management Memphis, Tennessee	$486K	-$4.17K	4	0.12%	Reduced
2896	LIA LBMC Investment Advisors Brentwood, Tennessee	$483K	-$30.1K	1	0.1%	Reduced
2897	BJ Brouwer & Janachowski Mill Valley, California	$476K	+$493K	1	0.21%	New
2898	SM Salzhauer Michael	$472K	$0	1	0.36%	Maintained
2899	HH HWG Holdings Houston, Texas	$467K	+$444K	1	0.49%	New
2900	ZCM Zebra Capital Management Stamford, Connecticut	$467K	-$1.03M	1	0.27%	Reduced