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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
2901	SM Salzhauer Michael	$429K	$0	1	0.36%	Maintained
2902	IF Ironwood Financial Tucson, Arizona	$428K	+$406K	9	0.24%	New
2903	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$424K	-$366K	2	0.27%	Reduced
2904	VFP Verus Financial Partners Richmond, Virginia	$417K	-$225K	1	0.22%	Reduced
2905	HCM Horrell Capital Management Little Rock, Arkansas	$414K	+$29.7K	7	0.18%	Increased
2906	LWA Lowe Wealth Advisors Columbia, Maryland	$412K	+$416K	7	0.29%	New
2907	Horizon Investments Charlotte, North Carolina	$410K	-$2.75M	2	0.04%	Reduced
2908	PCI Pacifica Capital Investments Leander, Texas	$392K	+$406K	1	0.25%	New
2909	GWI Grace & White Inc Ny, New York	$384K	$0	1	0.08%	Maintained
2910	NV Nair Vinay	$380K	+$367K	2	0.46%	New
2911	WIM Wilen Investment Management Bonita Springs, Florida	$380K	-$9.5K	1	0.25%	Reduced
2912	DCM DLS Capital Management Bannockburn, Illinois	$367K	$0	1	2.9%	Maintained
2913	FMP Financial Management Professionals Austin, Texas	$367K	+$31K	7	0.2%	Increased
2914	AEPG American Economic Planning Group Warren, New Jersey	$363K	+$636	1	0.14%	Increased
2915	ODCM Old Dominion Capital Management Charlottesville, Virginia	$363K	$0	1	0.38%	Maintained
2916	FRM Foundation Resource Management Little Rock, Arkansas	$356K	-$16.7K	1	0.05%	Reduced
2917	HP HT Partners Centerbrook, Connecticut	$346K	+$235	1	0.22%	Increased
2918	SIM Strategic Investment Management Arlington, Virginia	$345K	+$322K	1	0.1%	New
2919	OAJ Ogorek Anthony Joseph Williamsville, New York	$337K	+$348K	2	0.25%	New
2920	PCM Piermont Capital Management St. Louis, Missouri	$335K	$0	1	0.12%	Maintained
2921	GA Greenhaven Associates Purchase, New York	$333K	-$76.3M	1	0.01%	Reduced
2922	GCM Goldman Capital Management New York	$328K	-$80K	1	0.18%	Reduced
2923	NIS National Investment Services Milwaukee, Wisconsin	$328K	-$3.42M	1	3.11%	Reduced
2924	WCM Windsor Capital Management Phoenix, Arizona	$327K	+$8.91K	1	0.18%	Increased
2925	Alesco Advisors Pittsford, New York	$325K	$0	1	0.03%	Maintained