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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	MGAM McGowan Group Asset Management Dallas, Texas	$483K	+$10.2K	2	0.1%	Increased
2902	KG Killen Group Berwyn, Pennsylvania	$482K	-$8.84M	1	0.03%	Reduced
2903	OAM Orinda Asset Management Lafayette, California	$471K	-$580K	3	0.5%	Reduced
2904	RHFI Reilly Herbert Faulkner III	$470K	-$17K	1	0.4%	Reduced
2905	TCM TD Capital Management Memphis, Tennessee	$466K	$0	4	0.11%	Maintained
2906	IF Ironwood Financial Tucson, Arizona	$465K	+$23.1K	7	0.22%	Increased
2907	SM Salzhauer Michael	$452K	$0	1	0.41%	Maintained
2908	AIA Arbor Investment Advisors Winston Salem, North Carolina	$451K	$0	1	0.25%	Maintained
2909	R RQSI Nassau, Bahamas	$450K	-$15.6K	1	0.25%	Reduced
2910	ACM Alethea Capital Management Mercer Island, Washington	$438K	-$656K	1	0.48%	Reduced
2911	YCM Yakira Capital Management Westport, Connecticut	$435K	$0	1	0.31%	Maintained
2912	STIA Stone Toro Investment Advisers Princeton, New Jersey	$431K	+$438K	2	4.34%	New
2913	CAM Concorde Asset Management Ann Arbor, Michigan	$426K	-$260K	1	0.49%	Reduced
2914	SIM Strategic Investment Management Arlington, Virginia	$423K	+$49.2K	1	0.17%	Increased
2915	Advent Capital Management New York	$410K	+$383K	1	0.01%	New
2916	FPC Falcon Point Capital San Francisco, California	$407K	-$620K	1	0.32%	Reduced
2917	PO Private Ocean San Rafael, California	$407K	-$174K	7	0.3%	Reduced
2918	HF Hoxton Financial Shepherdstown, West Virginia	$402K	-$155K	7	0.17%	Reduced
2919	NCM Northside Capital Management Hood River, Oregon	$400K	$0	1	0.27%	Maintained
2920	KSCM Kamunting Street Capital Management Miami Beach, Florida	$398K	-$1.45M	1	0.94%	Reduced
2921	LWA Lowe Wealth Advisors Columbia, Maryland	$397K	+$9.02K	7	0.27%	Increased
2922	HCM Horrell Capital Management Little Rock, Arkansas	$390K	$0	7	0.17%	Maintained
2923	CP Corbenic Partners Bethlehem, Pennsylvania	$382K	+$123K	8	0.31%	Increased
2924	FBFS First Business Financial Services Madison, Wisconsin	$377K	-$312K	1	0.11%	Reduced
2925	RMC Regis Management Company Menlo Park, California	$369K	-$267K	1	0.1%	Reduced