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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	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.11M	+$88.5K	13	1.07%	Increased
2902	GOCM Green Owl Capital Management New York	$1.11M	+$1.06M	1	2.15%	New
2903	GAM Gould Asset Management Claremont, California	$1.1M	+$80.9K	2	0.59%	Increased
2904	ACM Armbruster Capital Management Pittsford, New York	$1.08M	+$67.2K	9	0.74%	Increased
2905	MP Manifold Partners San Francisco, California	$1.08M	+$706K	2	0.97%	Increased
2906	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.08M	+$193K	2	0.73%	Increased
2907	TFO Tarbox Family Office Newport Beach, California	$1.06M	-$16.5K	17	0.8%	Reduced
2908	CM Cornerstone Management Duluth, Georgia	$1.06M	-$202K	1	0.66%	Reduced
2909	TMC Trellus Management Company Delray Beach, Florida	$1.05M	+$430K	2	1.79%	Increased
2910	PO Private Ocean San Rafael, California	$1.04M	-$7K	6	0.77%	Reduced
2911	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.04M	-$111K	8	1.4%	Reduced
2912	Tiedemann Advisors New York	$1.03M	$0	1	0.82%	Maintained
2913	Klingman & Associates New York	$1.03M	-$650K	8	0.37%	Reduced
2914	CFA Cahill Financial Advisors Edina, Minnesota	$1.03M	+$480K	4	0.77%	Increased
2915	PC Pecaut & Co Sioux City, Iowa	$1.03M	$0	3	1.04%	Maintained
2916	NA Nottingham Advisors Amherst, New York	$1.02M	$0	2	0.19%	Maintained
2917	HC Hendley & Co Zanesville, Ohio	$1.02M	+$967K	1	0.63%	New
2918	Oaktree Capital Management Los Angeles, California	$1M	+$897K	1	0.02%	Increased
2919	TSS Two Sigma Securities New York	$1M	-$390K	3	1.29%	Reduced
2920	DLG Daniel L. Goodwin	$989K	+$2.36K	2	0.23%	Increased
2921	LFA Landmark Financial Advisors Bowling Green, Kentucky	$989K	+$78.6K	2	1%	Increased
2922	CAL Capital Advisors Ltd Shaker Heights, Ohio	$984K	+$128	9	0.49%	Increased
2923	NFG Noven Financial Group Denver, Colorado	$979K	+$21.8K	1	0.69%	Increased
2924	Jefferies Financial Group New York	$941K	+$834K	2	0.13%	New
2925	BCM Brookmont Capital Management Dallas, Texas	$936K	-$1.15M	1	0.3%	Reduced