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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	PO Private Ocean San Rafael, California	$1.02M	+$110K	7	0.75%	Increased
2902	NA Nottingham Advisors Amherst, New York	$1.02M	+$51.6K	2	0.19%	Increased
2903	MCC Malaga Cove Capital Pv Estates, California	$1.01M	-$3.42M	2	0.72%	Reduced
2904	PC Pecaut & Co Sioux City, Iowa	$1.01M	+$9.03K	3	1.05%	Increased
2905	CFS Commonwealth Financial Services Vienna, West Virginia	$1.01M	+$247K	4	3.43%	Increased
2906	WIP Wellesley Investment Partners Wellesley, Massachusetts	$1M	+$998K	2	0.69%	New
2907	DLG Daniel L. Goodwin	$1M	+$229K	2	0.24%	Increased
2908	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$998K	+$1.02M	6	0.91%	New
2909	KBG Kahn Brothers Group New York	$985K	$0	1	0.18%	Maintained
2910	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$984K	-$1.33M	1	0.86%	Reduced
2911	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$981K	+$969K	13	0.91%	New
2912	GAM Gould Asset Management Claremont, California	$980K	-$63.4K	2	0.53%	Reduced
2913	ACM Armbruster Capital Management Pittsford, New York	$970K	+$954K	6	0.87%	New
2914	DIP DT Investment Partners Chadds Ford, Pennsylvania	$970K	-$20.1K	1	0.29%	Reduced
2915	IAM Ion Asset Management Herzliya, Israel	$970K	$0	1	0.43%	Maintained
2916	LBG Lloyds Banking Group London, United Kingdom	$960K	-$318K	3	7.78%	Reduced
2917	VDBMI Van Den Berg Management I Austin, Texas	$957K	+$671K	1	0.13%	Increased
2918	MC Matisse Capital Portland, Oregon	$956K	+$906K	1	0.48%	New
2919	CAL Capital Advisors Ltd Shaker Heights, Ohio	$950K	+$3.54K	9	0.5%	Increased
2920	RMC Regis Management Company Menlo Park, California	$936K	+$897K	2	0.21%	New
2921	MGAM McGowan Group Asset Management Dallas, Texas	$933K	+$292K	3	0.18%	Increased
2922	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$931K	-$2.6M	2	0.49%	Reduced
2923	VFP Verus Financial Partners Richmond, Virginia	$919K	+$37.3K	2	0.43%	Increased
2924	HP HT Partners Centerbrook, Connecticut	$895K	+$82.5K	3	0.58%	Increased
2925	GA Gateway Advisory Westfield, New Jersey	$894K	+$863K	1	0.41%	New