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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	CPP Crow Point Partners Boston, Massachusetts	$737K	+$732K	4	0.12%	New
3002	RU RobecoSam USA New York	$734K	-$180K	1	0.87%	Reduced
3003	FC Financial Consulate Hunt Valley, Maryland	$726K	+$8.52K	1	0.65%	Increased
3004	PC Pomelo Capital New York	$725K	$0	1	0.03%	Maintained
3005	DSN D. Scott Neal Lexington, Kentucky	$714K	+$84.4K	8	0.56%	Increased
3006	Pathstone Family Office Englewood, New Jersey	$709K	-$45.8K	10	0.73%	Reduced
3007	SM Salzhauer Michael	$705K	$0	1	0.51%	Maintained
3008	SHJ Sharkey, Howes & Javer Denver, Colorado	$698K	+$2.06K	8	0.42%	Increased
3009	Cooke & Bieler Philadelphia, Pennsylvania	$688K	-$15.9K	2	0.01%	Reduced
3010	RBC Roble Belko & Company Sewickley, Pennsylvania	$676K	-$12.3K	9	0.36%	Reduced
3011	BBA Baker Bros. Advisors New York	$672K	$0	1	0.01%	Maintained
3012	FCG FrontFour Capital Group Greenwich, Connecticut	$669K	+$625K	1	0.16%	New
3013	GIM Groesbeck Investment Management Paramus, New Jersey	$665K	+$36.8K	2	0.49%	Increased
3014	MGAM McGowan Group Asset Management Dallas, Texas	$663K	+$10.7K	2	0.13%	Increased
3015	AIA Arbor Investment Advisors Winston Salem, North Carolina	$661K	-$20.2K	2	0.36%	Reduced
3016	WHI William Harris Investors Chicago, Illinois	$658K	$0	1	0.18%	Maintained
3017	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$654K	+$56.2K	1	0.37%	Increased
3018	IWC Integrated Wealth Counsel Carmel, California	$652K	+$328K	11	1.37%	Increased
3019	SA SL Advisors Westfield, New Jersey	$651K	-$454K	1	0.52%	Reduced
3020	PAM PT Asset Management Chicago, Illinois	$645K	-$439K	2	0.15%	Reduced
3021	RCS Retirement Capital Strategies San Jose, California	$641K	$0	1	0.37%	Maintained
3022	Avidian Wealth Enterprises Houston, Texas	$637K	+$324K	2	0.26%	Increased
3023	SCP Syntal Capital Partners Midland, Texas	$634K	+$312K	2	0.38%	Increased
3024	AEPG American Economic Planning Group Warren, New Jersey	$629K	+$1.4K	2	0.25%	Increased
3025	NVIM New Vernon Investment Management Highland Park, Illinois	$625K	-$622K	1	0.66%	Reduced