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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	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$916K	+$328K	3	0.38%	Increased
2927	IAM Ion Asset Management Herzliya, Israel	$915K	+$29K	1	0.42%	Increased
2928	CMANY Capital Management Associates (New York) New York	$907K	-$984K	1	1.64%	Reduced
2929	FUBT First United Bank & Trust Oakland, Maryland	$900K	-$9.12K	2	0.83%	Reduced
2930	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$900K	+$56K	5	0.82%	Increased
2931	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$900K	+$704K	1	0.2%	New
2932	Rothschild & Co Wealth Management (UK) London, United Kingdom	$895K	-$21K	1	0.06%	Reduced
2933	BC Broadfin Capital New York	$879K	$0	1	0.08%	Maintained
2934	PLCM Plymouth Lane Capital Management New York	$879K	-$4.99M	1	0.78%	Reduced
2935	KP Keel Point Huntsville, Alabama	$878K	-$752K	2	0.44%	Reduced
2936	RAM Riggs Asset Management Dallas, Pennsylvania	$861K	-$8.91M	10	0.62%	Reduced
2937	VCP Vista Capital Partners Portland, Oregon	$857K	-$36.3K	3	0.26%	Reduced
2938	GIM Groesbeck Investment Management Paramus, New Jersey	$852K	-$1.98M	2	0.61%	Reduced
2939	VFP Verus Financial Partners Richmond, Virginia	$852K	-$103K	2	0.39%	Reduced
2940	PAM PT Asset Management Chicago, Illinois	$848K	-$587K	3	0.22%	Reduced
2941	CA Claar Advisors New York	$839K	+$221K	1	0.44%	Increased
2942	LIA LBMC Investment Advisors Brentwood, Tennessee	$839K	+$357K	2	0.17%	Increased
2943	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$836K	+$105	2	0.56%	Increased
2944	MC Marcus Capital Northbrook, Illinois	$828K	-$2.65M	1	0.91%	Reduced
2945	OLA Oliver Luxxe Assets Gladstone, New Jersey	$828K	+$40.2K	1	0.85%	Increased
2946	RPA Rock Point Advisors Burlington, Vermont	$819K	-$19.8K	2	0.44%	Reduced
2947	SAM Shamrock Asset Management Dallas, Texas	$818K	-$371K	6	0.48%	Reduced
2948	MC Matisse Capital Portland, Oregon	$817K	-$127K	1	0.43%	Reduced
2949	EM Endicott Management New York	$799K	-$627K	1	0.28%	Reduced
2950	CPA Columbia Pacific Advisors Seattle, Washington	$798K	+$535K	1	0.83%	Increased