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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
3101	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$212K	+$208K	1	0.14%	New
3102	GCM Grisanti Capital Management New York	$211K	$0	1	0.1%	Maintained
3103	NCMG NCM Capital Management Group Durham, North Carolina	$209K	+$13.2K	4	2.54%	Increased
3104	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$203K	$0	1	0.13%	Maintained
3105	WIM Wilen Investment Management Bonita Springs, Florida	$198K	-$2.11K	1	0.13%	Reduced
3106	MLIM Mountain Lake Investment Management Boca Raton, Florida	$196K	-$11.4M	1	0.07%	Reduced
3107	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$188K	-$183	1	0.12%	Reduced
3108	LYV Live Your Vision West Conshohocken, Pennsylvania	$167K	+$167K	7	0.07%	New
3109	BCM Basso Capital Management Stamford, Connecticut	$161K	$0	1	0.02%	Maintained
3110	CSM Central Square Management Naperville, Illinois	$152K	-$190K	1	0.27%	Reduced
3111	WCM Wealthcare Capital Management Richmond, Virginia	$150K	+$756	8	0.02%	Increased
3112	HW Hedeker Wealth Lincolnshire, Illinois	$142K	-$4.82M	7	7.34%	Reduced
3113	JSAM J. Safra Asset Management New York	$140K	-$1.16M	3	0.25%	Reduced
3114	HS Horan Securities Cincinnati, United States	$119K	+$120K	7	0.16%	New
3115	AFA Abacus FCF Advisors Orlando, Florida	$103K	-$5.13M	4	4.13%	Reduced
3116	CFG CNO Financial Group Carmel, Indiana	$102K	+$103K	1	0.07%	New
3117	ST Sphinx Trading Chicago, Illinois	$96K	-$15.9K	2	0.2%	Reduced
3118	ECM Engine Capital Management New York	$82K	-$491K	1	0.08%	Reduced
3119	AFS Aft Forsyth & Sober Valrico, Florida	$78K	$0	1	0.12%	Maintained
3120	Brinker Capital Investments Berwyn, Pennsylvania	$68K	+$26.1K	10	0%	Increased
3121	CL Chubb Ltd Zurich, Switzerland	$66K	$0	1	0.03%	Maintained
3122	GCM Goldman Capital Management New York	$64K	+$64.1K	1	0.05%	New
3123	LI LVZ Inc Holland, Michigan	$39K	$0	1	0.02%	Maintained
3124	NCA NCM Capital Advisers Durham, North Carolina	$37K	-$334	1	0.11%	Reduced
3125	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$37K	$0	5	0.02%	Maintained