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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	LSC Lesa Sroufe & Co Seattle, Washington	$1.34M	-$4M	2	1.18%	Reduced
2902	FDS First Dallas Securities Dallas, Texas	$1.34M	-$274K	2	1%	Reduced
2903	FI FormulaFolio Investments Grand Rapids, Michigan	$1.34M	-$55.4K	3	0.2%	Reduced
2904	CP Coho Partners Berwyn, Pennsylvania	$1.33M	+$55.8K	2	0.05%	Increased
2905	BCM Boyle Capital Management West Des Moines, Iowa	$1.32M	-$1.58M	1	1.79%	Reduced
2906	LWM Lenox Wealth Management Cincinnati, Ohio	$1.31M	+$32.1K	9	1.04%	Increased
2907	AIA AGF Investments America Toronto, Ontario, Canada	$1.31M	+$4.7K	1	0.57%	Increased
2908	LWA Lenox Wealth Advisors New York	$1.3M	-$71.2K	7	0.38%	Reduced
2909	SCG Sonata Capital Group Seattle, Washington	$1.3M	-$168K	1	1.06%	Reduced
2910	PG Proffitt & Goodson Knoxville, Tennessee	$1.3M	+$40.9K	1	0.67%	Increased
2911	PA Planning Alternatives Birmingham, Michigan	$1.29M	-$16.9K	2	0.28%	Reduced
2912	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.28M	-$484K	4	0.27%	Reduced
2913	AMG Asset Management Group Stamford, Connecticut	$1.28M	-$27.5K	2	0.53%	Reduced
2914	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.25M	+$56.9K	2	0.84%	Increased
2915	TMC Trellus Management Company Delray Beach, Florida	$1.25M	+$30.4K	2	1.76%	Increased
2916	TIM Tortoise Investment Management White Plains, New York	$1.25M	-$89.8K	9	0.42%	Reduced
2917	EML Eos Management LP New York	$1.25M	$0	1	0.79%	Maintained
2918	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$1.24M	+$130K	6	1.03%	Increased
2919	Conestoga Capital Advisors Wayne, Pennsylvania	$1.23M	$0	4	0.08%	Maintained
2920	Horizon Investments Charlotte, North Carolina	$1.22M	-$3.7M	2	0.08%	Reduced
2921	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.22M	+$17.3K	8	1.11%	Increased
2922	EC Everest Capital Miami, Florida	$1.21M	+$1.06M	1	20.27%	New
2923	HCM HM Capital Management Clayton, Missouri	$1.19M	-$847	1	1.21%	Reduced
2924	KI Koch Industries Wichita, Kansas	$1.19M	$0	1	3.06%	Maintained
2925	Graham Capital Management Rowayton, Connecticut	$1.18M	+$1.04M	1	0.04%	New