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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
3126	AEPG American Economic Planning Group Warren, New Jersey	$1.02M	+$6.86K	3	0.4%	Increased
3127	MC Matisse Capital Portland, Oregon	$1.01M	+$69	1	0.52%	Increased
3128	GA Greytown Advisors Miami, Florida	$1.01M	+$197K	2	0.82%	Increased
3129	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$1.01M	+$288K	3	0.89%	Increased
3130	UIM Underhill Investment Management Greenbrae, California	$1M	+$1M	2	0.63%	New
3131	PCM Peak Capital Management Greenwood Village, Colorado	$995K	+$991K	2	0.56%	New
3132	CAM Crestone Asset Management Boulder, Colorado	$979K	+$981K	3	0.45%	New
3133	HP HT Partners Centerbrook, Connecticut	$956K	-$206	3	0.43%	Reduced
3134	AIP Almanack Investment Partners Wayne, Pennsylvania	$949K	+$148K	4	0.53%	Increased
3135	Bogart Wealth LLC Mclean, Virginia	$949K	$0	1	0.61%	Maintained
3136	SHJ Sharkey, Howes & Javer Denver, Colorado	$948K	+$140K	8	0.53%	Increased
3137	SFS Summit Financial Strategies Columbus, Ohio	$935K	+$62.5K	2	0.56%	Increased
3138	FCA Florence Capital Advisors New York	$926K	+$25.4K	6	3.06%	Increased
3139	SMH Sanders Morris Harris Houston, Texas	$924K	-$153K	3	0.38%	Reduced
3140	GCA Gideon Capital Advisors New York	$923K	-$3.02M	3	1.02%	Reduced
3141	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$920K	$0	2	0.3%	Maintained
3142	ARM Adirondack Research & Management Guilderland, New York	$911K	-$3.43K	2	0.35%	Reduced
3143	TSP Tappan Street Partners Chicago, Illinois	$909K	$0	1	2.66%	Maintained
3144	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$898K	$0	3	0.13%	Maintained
3145	IPAM ICICI Prudential Asset Management Mumbai, India	$892K	-$139K	2	3.92%	Reduced
3146	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$888K	+$102K	2	0.41%	Increased
3147	AWM Affinity Wealth Management Wilmington, Delaware	$873K	-$492K	3	0.55%	Reduced
3148	BP BBR Partners New York	$873K	-$122K	3	0.19%	Reduced
3149	PC Pomelo Capital New York	$871K	$0	1	0.04%	Maintained
3150	SRSA S.R. Schill & Associates Mercer Island, Washington	$870K	-$325K	1	0.55%	Reduced