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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	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$4.03M	+$891K	2	3.58%	Increased
3052	JA JVL Associates Wyoming, Michigan	$4.02M	+$11.9K	4	3.79%	Increased
3053	SAM Shamrock Asset Management Dallas, Texas	$4.01M	-$115K	8	2.54%	Reduced
3054	HWA Heritage Way Advisors Rockford, Illinois	$3.97M	-$111K	1	2.74%	Reduced
3055	IP Investment Partners New Philadelphia, Ohio	$3.96M	-$495K	3	2.2%	Reduced
3056	DLG Daniel L. Goodwin	$3.94M	+$1.57M	4	1.86%	Increased
3057	OLA Oliver Luxxe Assets Gladstone, New Jersey	$3.93M	-$825K	4	2.23%	Reduced
3058	DIP DT Investment Partners Chadds Ford, Pennsylvania	$3.92M	+$411K	1	0.56%	Increased
3059	WA WealthTrust-Arizona Scottsdale, Arizona	$3.92M	-$95.7K	20	1.88%	Reduced
3060	FWSM First Wilshire Securities Management Pasadena, California	$3.91M	$0	2	1.15%	Maintained
3061	PCM Perkins Capital Management Wayzata, Minnesota	$3.9M	-$157K	4	2.34%	Reduced
3062	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$3.9M	-$74.7K	12	1%	Reduced
3063	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$3.9M	-$21.4K	4	4.6%	Reduced
3064	Avidian Wealth Enterprises Houston, Texas	$3.89M	+$1.19M	3	1.22%	Increased
3065	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$3.88M	+$386K	6	0.76%	Increased
3066	BI Bulldog Investors Saddle Brook, New Jersey	$3.86M	+$164K	1	1.09%	Increased
3067	PO Private Ocean San Rafael, California	$3.84M	-$1.17M	14	1.71%	Reduced
3068	EMR Errol M. Rudman	$3.83M	+$1.5M	1	1.43%	Increased
3069	RTS Round Table Services Westfield, New Jersey	$3.83M	+$1.72M	7	1.31%	Increased
3070	NSB Norway Savings Bank Portland, Maine	$3.82M	+$178K	11	3.33%	Increased
3071	BC Banced Corp Edwardsville, Illinois	$3.82M	-$401K	4	6.52%	Reduced
3072	LSC Lesa Sroufe & Co Seattle, Washington	$3.82M	-$12.1K	2	2.87%	Reduced
3073	DW Domani Wealth Lancaster, Pennsylvania	$3.81M	-$43.7K	6	1.63%	Reduced
3074	CA Capital Advantage Walnut Creek, California	$3.8M	-$580K	5	0.87%	Reduced
3075	CA Crewe Advisors Salt Lake City, Utah	$3.79M	+$1.4M	9	3.21%	Increased