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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
3001	CCM Canal Capital Management Richmond, Virginia	$592K	+$302K	2	0.59%	Increased
3002	BWP BSW Wealth Partners Boulder, Colorado	$586K	-$207K	1	0.33%	Reduced
3003	CFG CKW Financial Group Honolulu, Hawaii	$584K	-$24.1K	6	0.22%	Reduced
3004	NPPM North Point Portfolio Managers Orange Village, Ohio	$575K	+$31.5K	2	0.11%	Increased
3005	TC Talkot Capital Sausalito, California	$574K	+$259K	1	0.82%	Increased
3006	SIM Strategic Investment Management Arlington, Virginia	$566K	-$30.7K	2	0.29%	Reduced
3007	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$559K	-$5.24K	1	0.33%	Reduced
3008	ECM Engine Capital Management New York	$557K	+$346K	1	0.59%	Increased
3009	HA Harfst & Associates Sheridan, Wyoming	$557K	-$5.07M	1	0.36%	Reduced
3010	TA TMD & Associates Scottsdale, Arizona	$557K	-$1.58M	2	0.55%	Reduced
3011	SCP Syntal Capital Partners Midland, Texas	$549K	+$238K	2	0.67%	Increased
3012	KL Kinsight LLC Birmingham, Alabama	$543K	-$9.02K	2	0.31%	Reduced
3013	WHI William Harris Investors Chicago, Illinois	$532K	-$7.16K	1	0.13%	Reduced
3014	IF IRON Financial Northbrook, Illinois	$526K	-$1.04M	1	0.53%	Reduced
3015	RAM Roumell Asset Management Chevy Chase, Maryland	$521K	+$472K	1	1.32%	New
3016	ZF Zhang Financial Portage, Michigan	$515K	+$475K	2	0.29%	New
3017	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$511K	+$118K	5	0.41%	Increased
3018	RCG Ruggie Capital Group Tavares, Florida	$504K	+$466K	7	0.51%	New
3019	RCS Retirement Capital Strategies San Jose, California	$499K	$0	1	0.29%	Maintained
3020	GA Geller Advisors New York	$492K	-$140K	1	0.29%	Reduced
3021	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$492K	$0	1	0.64%	Maintained
3022	TCM TD Capital Management Memphis, Tennessee	$479K	+$120	5	0.16%	Increased
3023	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$478K	-$285K	4	0.39%	Reduced
3024	PA Parkside Advisors Berkeley, California	$476K	+$407K	2	0.33%	New
3025	TB Terril Brothers St. Louis, Missouri	$476K	+$453K	1	0.26%	New