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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	LIA LBMC Investment Advisors Brentwood, Tennessee	$434K	+$3.84K	1	0.1%	Increased
2877	GWI Grace & White Inc Ny, New York	$428K	$0	1	0.1%	Maintained
2878	BJ Brouwer & Janachowski Mill Valley, California	$425K	$0	1	0.2%	Maintained
2879	IF Ironwood Financial Tucson, Arizona	$424K	+$6.89K	9	0.21%	Increased
2880	HF Hoxton Financial Shepherdstown, West Virginia	$423K	+$52.2K	8	0.2%	Increased
2881	CFG CKW Financial Group Honolulu, Hawaii	$419K	-$541K	4	0.17%	Reduced
2882	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$413K	$0	2	0.82%	Maintained
2883	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$412K	-$1.14M	1	0.79%	Reduced
2884	AIA Arbor Investment Advisors Winston Salem, North Carolina	$412K	+$13.9K	1	0.26%	Increased
2885	LFR Lehman Financial Resources Media, Pennsylvania	$401K	-$22.4K	6	0.2%	Reduced
2886	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$392K	-$1.88M	1	0.67%	Reduced
2887	CPP Crow Point Partners Boston, Massachusetts	$388K	-$43K	2	0.06%	Reduced
2888	KG Killen Group Berwyn, Pennsylvania	$387K	-$135K	1	0.04%	Reduced
2889	BCM Basso Capital Management Stamford, Connecticut	$373K	$0	1	0.06%	Maintained
2890	Simplicity Solutions Minneapolis, Minnesota	$372K	+$27.6K	1	0.4%	Increased
2891	SAM Silphium Asset Management London, United Kingdom	$370K	+$276K	1	0.08%	Increased
2892	GCM Grisanti Capital Management New York	$365K	-$7.17M	1	0.15%	Reduced
2893	HCM Hengehold Capital Management Cincinnati, Ohio	$365K	-$240K	1	0.16%	Reduced
2894	Brinker Capital Investments Berwyn, Pennsylvania	$361K	-$23.8K	6	0.02%	Reduced
2895	RHFI Reilly Herbert Faulkner III	$344K	-$50.5K	1	0.31%	Reduced
2896	SIM Strategic Investment Management Arlington, Virginia	$342K	-$210K	1	0.13%	Reduced
2897	ODCM Old Dominion Capital Management Charlottesville, Virginia	$328K	$0	1	0.46%	Maintained
2898	FRM Foundation Resource Management Little Rock, Arkansas	$322K	$0	1	0.07%	Maintained
2899	Alesco Advisors Pittsford, New York	$319K	+$2.25K	1	0.03%	Increased
2900	CM Cascabel Management New York	$319K	$0	1	4.79%	Maintained