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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	GIM Guardian Investment Management Tiburon, California	$1.82M	-$103K	1	1.98%	Reduced
2977	LSC Lyon Street Capital Sausalito, California	$1.82M	+$169K	1	0.73%	Increased
2978	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$1.81M	-$1.3M	1	0.73%	Reduced
2979	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$1.8M	+$22K	4	2.74%	Increased
2980	PC Pier Capital Stamford, Connecticut	$1.8M	-$8.91M	3	0.31%	Reduced
2981	FA Fortis Advisors Wayne, Pennsylvania	$1.79M	+$1M	5	1.62%	Increased
2982	BIG Bellwether Investment Group Chattanooga, Tennessee	$1.78M	-$1.53M	21	4.7%	Reduced
2983	SMC S. Muoio & Co New York	$1.78M	$0	1	0.82%	Maintained
2984	EM Emancipation Management New York	$1.77M	-$388K	3	2.64%	Reduced
2985	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$1.77M	+$1.75M	2	1.18%	New
2986	CCP Centaur Capital Partners Southlake, Texas	$1.76M	+$1.74M	1	3.74%	New
2987	CMANY Capital Management Associates (New York) New York	$1.75M	+$179K	3	2.62%	Increased
2988	PV Private Vista Chicago, Illinois	$1.75M	+$42.4K	3	0.44%	Increased
2989	LSC Lesa Sroufe & Co Seattle, Washington	$1.75M	-$1.67K	3	1.6%	Reduced
2990	MC Mitra Capital Boston, Massachusetts	$1.75M	+$1.66M	1	3.27%	New
2991	CIM Cetera Investment Management El Segundo, California	$1.75M	-$1.33M	3	2%	Reduced
2992	TL Tirschwell & Loewy New York	$1.74M	-$551K	1	0.28%	Reduced
2993	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$1.74M	+$1.33M	1	0.13%	Increased
2994	LF Lee Financial Dallas, Texas	$1.7M	-$23.3K	7	0.68%	Reduced
2995	EU Emory University Atlanta, Georgia	$1.7M	-$154K	1	1.6%	Reduced
2996	RWG Regal Wealth Group Seal Beach, California	$1.69M	+$4.8K	9	1.29%	Increased
2997	GC Gobi Capital San Francisco, California	$1.69M	-$170K	1	1.1%	Reduced
2998	FMA FNY Managed Accounts New York	$1.69M	+$1.5M	18	5.23%	Increased
2999	FM Forward Management San Francisco, California	$1.68M	-$79.1K	1	0.14%	Reduced
3000	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.68M	+$693K	4	0.86%	Increased