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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
3076	BCM Breithorn Capital Management New York	$313K	-$325K	1	0.23%	Reduced
3077	3C 361 Capital Denver, Colorado	$312K	+$193K	5	2.85%	Increased
3078	AWMG Alliance Wealth Management Group Flemington, New Jersey	$303K	$0	1	0.21%	Maintained
3079	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$294K	+$24.8K	1	0.25%	Increased
3080	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$291K	-$42.6K	8	0.11%	Reduced
3081	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$289K	$0	1	0.19%	Maintained
3082	OIM Opus Investment Management Worcester, Massachusetts	$288K	+$282K	1	0.05%	New
3083	MCC Malaga Cove Capital Pv Estates, California	$283K	-$108K	1	0.2%	Reduced
3084	WMG WESCAP Management Group Glendale, California	$283K	$0	1	0.15%	Maintained
3085	Orgel Wealth Management Altoona, Wisconsin	$279K	+$273K	1	0.19%	New
3086	MPAM Monarch Partners Asset Management Boston, Massachusetts	$272K	-$60.9K	1	0.03%	Reduced
3087	LBG Lloyds Banking Group London, United Kingdom	$271K	-$38.5K	3	2.44%	Reduced
3088	WRM Weybosset Research & Management Province, Rhode Island	$268K	-$2.37K	1	0.19%	Reduced
3089	TI Telemetry Investments New York	$266K	+$270K	1	0.17%	New
3090	IF Ironwood Financial Tucson, Arizona	$262K	$0	6	0.19%	Maintained
3091	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$257K	$0	1	0.08%	Maintained
3092	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$248K	-$4.35K	1	0.12%	Reduced
3093	NSCM New South Capital Management Memphis, Tennessee	$238K	$0	1	0.01%	Maintained
3094	RT Reliance Trust Atlanta, Georgia	$236K	+$231K	1	2.46%	New
3095	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$227K	+$201K	1	0.2%	New
3096	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$225K	+$220K	1	0.17%	New
3097	EA Efficient Advisors Mason, Ohio	$224K	+$198K	1	0.03%	New
3098	CJA C-J Advisory San Jose, California	$222K	+$216K	6	0.2%	New
3099	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$221K	-$1.92K	3	0.12%	Reduced
3100	RP Raiff Partners New York	$215K	+$129K	3	0.28%	Increased