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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
3051	TCM Tuttle Capital Management Riverside, Connecticut	$292K	+$104K	2	0.27%	Increased
3052	AWMG Alliance Wealth Management Group Flemington, New Jersey	$289K	-$31.8K	1	0.2%	Reduced
3053	MPAM Monarch Partners Asset Management Boston, Massachusetts	$280K	+$43.9K	1	0.03%	Increased
3054	SCP Syntal Capital Partners Midland, Texas	$278K	-$250K	1	0.33%	Reduced
3055	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$276K	$0	1	0.19%	Maintained
3056	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$276K	-$319K	3	11.91%	Reduced
3057	AAM American Asset Management Boca Raton, Florida	$271K	$0	1	0.18%	Maintained
3058	NEPPG New England Professional Planning Group Westerly, Rhode Island	$271K	-$201K	1	0.3%	Reduced
3059	Avidian Wealth Enterprises Houston, Texas	$270K	-$34.3K	1	0.1%	Reduced
3060	WMG WESCAP Management Group Glendale, California	$270K	$0	1	0.13%	Maintained
3061	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$262K	+$233K	1	0.14%	New
3062	IF Ironwood Financial Tucson, Arizona	$251K	$0	6	0.19%	Maintained
3063	WI WBI Investments Red Bank, New Jersey	$251K	-$2.43M	1	0.01%	Reduced
3064	UFA US Financial Advisors Braintree, Massachusetts	$241K	-$198K	1	0.48%	Reduced
3065	WRM Weybosset Research & Management Province, Rhode Island	$240K	-$4.42K	1	0.18%	Reduced
3066	PAM Prudence Asset Management Hong Kong	$239K	+$235K	1	0.18%	New
3067	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$239K	+$241K	1	0.2%	New
3068	SAS Stelac Advisory Services New York	$238K	$0	2	0.07%	Maintained
3069	HH HWG Holdings Houston, Texas	$237K	-$1.56M	1	0.22%	Reduced
3070	SIM Strategic Investment Management Arlington, Virginia	$232K	-$324K	1	0.12%	Reduced
3071	NSCM New South Capital Management Memphis, Tennessee	$228K	$0	1	0.01%	Maintained
3072	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$228K	$0	1	0.08%	Maintained
3073	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$223K	-$13.1K	3	0.18%	Reduced
3074	FPC Falcon Point Capital San Francisco, California	$220K	-$1.59M	1	0.04%	Reduced
3075	Karpus Investment Management Pittsford, New York	$212K	-$214K	1	0.01%	Reduced