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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
2926	SC Skylands Capital Milwaukee, Wisconsin	$343K	-$614K	1	0.04%	Reduced
2927	LWA Lowe Wealth Advisors Columbia, Maryland	$341K	-$65.2K	7	0.23%	Reduced
2928	RMC Regis Management Company Menlo Park, California	$338K	-$37.1K	1	0.09%	Reduced
2929	EM Endicott Management New York	$330K	+$359K	1	0.12%	New
2930	Hershey Trust Company Hershey, Pennsylvania	$327K	-$653K	1	0.01%	Reduced
2931	WIM Wilen Investment Management Bonita Springs, Florida	$324K	-$10.4K	1	0.22%	Reduced
2932	Alesco Advisors Pittsford, New York	$316K	-$12.5K	1	0.03%	Reduced
2933	TI Telemetry Investments New York	$313K	+$89.5K	1	0.14%	Increased
2934	CT CMT Trading Chicago, Illinois	$311K	-$675K	1	0.6%	Reduced
2935	OAJ Ogorek Anthony Joseph Williamsville, New York	$308K	+$9.67K	2	0.24%	Increased
2936	TMNFIC Tokio Marine & Nichido Fire Insurance Company Tokyo, Japan	$305K	+$290K	1	0.09%	New
2937	RCG Ruggie Capital Group Tavares, Florida	$301K	+$194K	8	0.25%	Increased
2938	DSN D. Scott Neal Lexington, Kentucky	$298K	-$13.5K	1	0.2%	Reduced
2939	AIM Ada Investment Management New York	$296K	+$327K	1	0.37%	New
2940	NV Nair Vinay	$296K	-$1.13M	1	0.37%	Reduced
2941	SFS Summit Financial Strategies Columbus, Ohio	$293K	-$214K	1	0.23%	Reduced
2942	PFG Piershale Financial Group Barrington, Illinois	$291K	+$44.4K	4	0.22%	Increased
2943	IWC Integrated Wealth Counsel Carmel, California	$287K	+$536	2	0.4%	Increased
2944	AAM American Asset Management Boca Raton, Florida	$285K	+$272K	1	16.73%	New
2945	EEG E.E. Geduld	$285K	-$393K	1	0.18%	Reduced
2946	Pathstone Family Office Englewood, New Jersey	$284K	-$340K	7	0.48%	Reduced
2947	NEPPG New England Professional Planning Group Westerly, Rhode Island	$276K	$0	1	0.36%	Maintained
2948	CM Cascabel Management New York	$270K	-$5.66M	1	8.46%	Reduced
2949	Dakota Wealth Management Palm Beach Gardens, Florida	$269K	+$11.6K	1	0.16%	Increased
2950	CG Corundum Group Colorado Springs, Colorado	$268K	+$2.69K	1	0.94%	Increased