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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
2951	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$795K	+$537K	8	0.72%	Increased
2952	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$795K	-$296K	7	0.05%	Reduced
2953	BWM BerganKDV Wealth Management Bloomington, Minnesota	$794K	+$707K	2	0.48%	New
2954	CIM Cambria Investment Management Manhattan Beach, California	$794K	-$65.9K	1	0.37%	Reduced
2955	CFN Cordasco Financial Network Naples, Florida	$786K	+$135K	8	0.88%	Increased
2956	RU RobecoSam USA New York	$783K	+$352K	1	1.01%	Increased
2957	SII Silchester International Investors London, United Kingdom	$783K	-$605K	1	0.04%	Reduced
2958	SJIC St. James Investment Company Southlake, Texas	$782K	-$12.7M	1	0.1%	Reduced
2959	MFS Madrona Financial Services Everett, Washington	$781K	-$3.25K	1	0.81%	Reduced
2960	AF Aldebaran Financial	$774K	$0	1	0.68%	Maintained
2961	SA SRH Advisors Salina, Kansas	$768K	+$239	6	4.23%	Increased
2962	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$764K	-$204K	1	0.7%	Reduced
2963	ECM Empire Capital Management Westport, Connecticut	$763K	-$11M	1	1.22%	Reduced
2964	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$754K	$0	2	0.34%	Maintained
2965	HP HT Partners Centerbrook, Connecticut	$749K	-$159K	3	0.44%	Reduced
2966	CFS Commonwealth Financial Services Vienna, West Virginia	$738K	-$288K	4	1.09%	Reduced
2967	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$733K	-$11.8K	1	0.16%	Reduced
2968	BWM Biltmore Wealth Management Tempe, Arizona	$717K	-$2.67K	1	0.6%	Reduced
2969	KIA Kopp Investment Advisors Bloomington, Minnesota	$710K	+$98.8K	1	0.39%	Increased
2970	SHJ Sharkey, Howes & Javer Denver, Colorado	$709K	+$46K	9	0.52%	Increased
2971	WCM Windsor Capital Management Phoenix, Arizona	$704K	-$91.7K	2	0.44%	Reduced
2972	WCM Wildcat Capital Management New York	$703K	$0	1	0.24%	Maintained
2973	FWM FFT Wealth Management Philadelphia, Pennsylvania	$698K	-$10K	3	0.3%	Reduced
2974	HF Hoxton Financial Shepherdstown, West Virginia	$697K	+$60.1K	11	0.36%	Increased
2975	NAM Nichols Asset Management Sudbury, Massachusetts	$694K	-$66.8K	2	0.15%	Reduced