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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	KCM KSA Capital Management Morristown, New Jersey	$2.52M	+$348K	2	2.34%	Increased
2877	HM Harvest Management New York	$2.5M	+$827K	1	1.95%	Increased
2878	WI Wedgewood Investors Erie, Pennsylvania	$2.48M	+$195K	5	2.17%	Increased
2879	SG StoneX Group New York	$2.47M	-$14.9K	3	5.53%	Reduced
2880	MUS Mitsubishi UFJ Securities Tokyo, Japan	$2.47M	-$23.2K	15	13.35%	Reduced
2881	OCG Opus Capital Group Cincinnati, Ohio	$2.47M	-$143K	3	0.33%	Reduced
2882	SJL Shayne & Jacobs LLC Nashville, Tennessee	$2.46M	+$265K	2	1.94%	Increased
2883	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$2.44M	+$71K	12	1.5%	Increased
2884	SAMC Spectrum Asset Management (California) Newport Beach, California	$2.42M	+$174K	3	2.23%	Increased
2885	BWA Burt Wealth Advisors North Bethesda, Maryland	$2.42M	+$302K	11	1.74%	Increased
2886	PAM Peninsula Asset Management Bradenton, Florida	$2.41M	+$46.8K	1	1.86%	Increased
2887	Sumitomo Mitsui Financial Group Tokyo, Japan	$2.4M	+$2.34M	6	0.45%	New
2888	FNB Farmers National Bank Danville, Kentucky	$2.4M	+$21.3K	5	1.4%	Increased
2889	WA WealthTrust-Arizona Scottsdale, Arizona	$2.39M	+$9.53K	20	1.29%	Increased
2890	PM Parametrica Management Wanchai, Hong Kong	$2.39M	-$1.81M	6	2.49%	Reduced
2891	DW Domani Wealth Lancaster, Pennsylvania	$2.37M	+$363K	5	0.96%	Increased
2892	RO Reservoir Operations New York	$2.37M	$0	1	1.35%	Maintained
2893	WIP Wellesley Investment Partners Wellesley, Massachusetts	$2.36M	+$308K	3	1.04%	Increased
2894	PAM PT Asset Management Chicago, Illinois	$2.36M	+$1.49M	4	0.62%	Increased
2895	HP Holowesko Partners Nassau, Bahamas	$2.36M	-$104M	1	0.14%	Reduced
2896	CCM Carlson Capital Management Northfield, Minnesota	$2.33M	-$23.5K	2	0.76%	Reduced
2897	FCIM Fairview Capital Investment Management Greenbrae, California	$2.33M	+$291K	3	0.17%	Increased
2898	Chicago Partners Investment Group Chicago, Illinois	$2.33M	+$282K	11	0.66%	Increased
2899	Arax Advisory Partners Denver, Colorado	$2.32M	+$647K	16	1.11%	Increased
2900	FSCM Front Street Capital Management Missoula, Montana	$2.32M	-$3.72K	2	0.92%	Reduced