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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	SMC S. Muoio & Co New York	$1.56M	-$169K	1	0.77%	Reduced
2877	GAM Gould Asset Management Claremont, California	$1.55M	-$73.3K	3	0.83%	Reduced
2878	GBA Garrison Bradford & Associates New York	$1.53M	+$182	2	1.44%	Increased
2879	TCM Tanaka Capital Management New York	$1.52M	$0	3	3.66%	Maintained
2880	SLA Silver Lake Advisory Cottonwood Heights, Utah	$1.52M	-$65.6K	2	1.13%	Reduced
2881	TGI Tradewinds Global Investors Los Angeles, California	$1.51M	-$49.9M	1	1.86%	Reduced
2882	RWG Regal Wealth Group Seal Beach, California	$1.5M	-$114K	9	1.36%	Reduced
2883	SLF Sun Life Financial Toronto, Ontario, Canada	$1.48M	-$2.17M	3	0.18%	Reduced
2884	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$1.48M	+$310K	1	0.44%	Increased
2885	SA Steadfast Advisors New York	$1.47M	-$823K	1	0.63%	Reduced
2886	SM Sciencast Management Princeton, New Jersey	$1.46M	-$4.44M	3	4.34%	Reduced
2887	BWM Baystate Wealth Management Boston, Massachusetts	$1.45M	-$205K	2	0.31%	Reduced
2888	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.45M	-$8.98K	2	1.6%	Reduced
2889	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.44M	-$2.25K	5	0.84%	Reduced
2890	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.43M	+$39.4K	2	5.88%	Increased
2891	PO Private Ocean San Rafael, California	$1.42M	+$346K	6	0.94%	Increased
2892	NCM Northroad Capital Management New York	$1.42M	-$2.93M	1	3.24%	Reduced
2893	SAM Sunnymeath Asset Management Red Bank, New Jersey	$1.41M	-$318K	2	3.07%	Reduced
2894	PIM Parasol Investment Management Westmont, Illinois	$1.4M	+$3.32K	5	1.46%	Increased
2895	ACI Advance Capital I Southfield, Michigan	$1.4M	-$1.23M	1	2.83%	Reduced
2896	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.38M	$0	1	1.15%	Maintained
2897	Private Management Group Irvine, California	$1.38M	-$1.9M	1	0.09%	Reduced
2898	DOA D'Orazio & Associates Falls Church, Virginia	$1.37M	-$77.1K	12	0.55%	Reduced
2899	PV Private Vista Chicago, Illinois	$1.36M	$0	2	0.34%	Maintained
2900	Blackhill Capital Morristown, New Jersey	$1.36M	$0	3	0.23%	Maintained