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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
2976	AIA Arbor Investment Advisors Winston Salem, North Carolina	$627K	+$223K	2	0.37%	Increased
2977	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$624K	+$619K	9	0.6%	New
2978	TG TLP Group Evanston, Illinois	$623K	+$631K	2	0.5%	New
2979	CA Claar Advisors New York	$622K	+$592K	1	0.4%	New
2980	FPB First PREMIER Bank Sioux Falls, South Dakota	$616K	+$589K	6	0.52%	New
2981	TCM Towercrest Capital Management Newtown, Pennsylvania	$616K	+$304K	2	0.67%	Increased
2982	VAM Verity Asset Management Durham, North Carolina	$615K	-$103K	1	0.71%	Reduced
2983	HF Hoxton Financial Shepherdstown, West Virginia	$611K	+$135K	11	0.3%	Increased
2984	RQS Ramsey Quantitative Systems Louisville, Kentucky	$606K	-$461K	1	0.64%	Reduced
2985	CFN Cordasco Financial Network Naples, Florida	$605K	+$104K	8	0.54%	Increased
2986	SIM Strategic Investment Management Arlington, Virginia	$603K	+$230K	2	0.34%	Increased
2987	AGM Alpine Global Management New York	$602K	-$1.71M	1	0.19%	Reduced
2988	TMC Trellus Management Company Delray Beach, Florida	$600K	-$690K	1	0.84%	Reduced
2989	KIA Kopp Investment Advisors Bloomington, Minnesota	$593K	-$39.5K	1	0.29%	Reduced
2990	TCMG TSP Capital Management Group Summit, New Jersey	$588K	$0	1	0.31%	Maintained
2991	ARGA Investment Management Stamford, Connecticut	$584K	-$5.69M	3	0.19%	Reduced
2992	CFG CKW Financial Group Honolulu, Hawaii	$583K	+$91.5K	6	0.21%	Increased
2993	CI Chartist Inc Seal Beach, California	$577K	+$546K	2	0.29%	New
2994	SM Salzhauer Michael	$576K	$0	1	0.43%	Maintained
2995	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$566K	-$42.5K	1	0.33%	Reduced
2996	TI Telemetry Investments New York	$566K	+$639K	1	0.19%	New
2997	NCM Northside Capital Management Hood River, Oregon	$559K	+$11.9K	1	0.43%	Increased
2998	Plancorp LLC Saint Louis, Missouri	$558K	-$652K	2	0.67%	Reduced
2999	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$555K	+$32K	2	0.27%	Increased
3000	BCM Breithorn Capital Management New York	$553K	-$3.45M	1	0.37%	Reduced