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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
3026	Alesco Advisors Pittsford, New York	$426K	+$24.5K	1	0.04%	Increased
3027	OMC Oasis Management Company Grand Cayman, Cayman Islands	$425K	+$480K	1	0.34%	New
3028	RU RobecoSam USA New York	$423K	+$425K	1	0.54%	New
3029	LIA LBMC Investment Advisors Brentwood, Tennessee	$416K	+$3.63K	1	0.09%	Increased
3030	ADMI Albert D. Mason Inc Boston, Massachusetts	$404K	-$27.2K	1	0.26%	Reduced
3031	CG Corundum Group Colorado Springs, Colorado	$378K	+$52K	1	1.13%	Increased
3032	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$376K	+$367K	4	0.32%	New
3033	BJ Brouwer & Janachowski Mill Valley, California	$374K	-$29.8K	1	0.2%	Reduced
3034	Hershey Trust Company Hershey, Pennsylvania	$374K	+$361K	1	0.01%	New
3035	PFG Piershale Financial Group Barrington, Illinois	$373K	+$167K	7	0.23%	Increased
3036	SFS Summit Financial Strategies Columbus, Ohio	$371K	+$2.21K	1	0.29%	Increased
3037	TAM Trust Asset Management Houston, Texas	$370K	+$351K	1	0.18%	New
3038	TSU TD Securities (USA) New York	$367K	-$534K	15	3.32%	Reduced
3039	IWA Inspirion Wealth Advisors Libertyville, Illinois	$361K	-$225K	1	0.26%	Reduced
3040	Park Avenue Securities New York	$354K	+$336K	1	0.08%	New
3041	AAM American Asset Management Boca Raton, Florida	$353K	-$231K	1	0.33%	Reduced
3042	GCM Grisanti Capital Management New York	$346K	$0	1	0.15%	Maintained
3043	SAM Sequent Asset Management Houston, Texas	$339K	-$552K	1	0.25%	Reduced
3044	3C 361 Capital Denver, Colorado	$338K	+$320K	4	2.77%	New
3045	Dakota Wealth Management Palm Beach Gardens, Florida	$338K	$0	1	0.23%	Maintained
3046	LWA Lowe Wealth Advisors Columbia, Maryland	$332K	+$31.5K	6	0.23%	Increased
3047	BFG Bouchey Financial Group Troy, New York	$328K	+$53	1	0.14%	Increased
3048	OAJ Ogorek Anthony Joseph Williamsville, New York	$317K	+$2.26K	3	0.26%	Increased
3049	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$316K	+$310K	9	0.36%	New
3050	Avidian Wealth Enterprises Houston, Texas	$316K	+$300K	1	0.15%	New