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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	BW Biegel & Waller Columbia, Maryland	$995K	-$131K	2	0.63%	Reduced
3127	Alesco Advisors Pittsford, New York	$990K	+$199K	2	0.06%	Increased
3128	BBA Baker Bros. Advisors New York	$980K	+$1.33M	1	0.01%	Increased
3129	ARM Adirondack Research & Management Guilderland, New York	$976K	-$17.2K	2	0.38%	Reduced
3130	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$971K	-$211K	8	0.79%	Reduced
3131	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$968K	$0	2	0.31%	Maintained
3132	CG Corundum Group Colorado Springs, Colorado	$966K	+$286K	2	1.02%	Increased
3133	CGA Crescent Grove Advisors Lake Forest, Illinois	$962K	+$63.9K	2	0.25%	Increased
3134	CM Cornerstone Management Duluth, Georgia	$961K	-$29.1K	1	0.5%	Reduced
3135	TSP Tappan Street Partners Chicago, Illinois	$959K	$0	1	2.69%	Maintained
3136	GS Gagnon Securities New York	$948K	-$145K	2	0.35%	Reduced
3137	SM Salzhauer Michael	$940K	$0	1	0.4%	Maintained
3138	FFS Founders Financial Securities Towson, Maryland	$939K	-$877K	1	0.33%	Reduced
3139	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$937K	+$311K	13	1.04%	Increased
3140	AIP Almanack Investment Partners Wayne, Pennsylvania	$920K	-$98.2K	4	0.45%	Reduced
3141	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$919K	+$896K	3	0.65%	New
3142	DSN D. Scott Neal Lexington, Kentucky	$915K	-$636K	9	0.55%	Reduced
3143	RPA Rock Point Advisors Burlington, Vermont	$912K	+$18.3K	2	0.42%	Increased
3144	SFS Summit Financial Strategies Columbus, Ohio	$904K	-$91.9K	2	0.52%	Reduced
3145	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$891K	$0	3	0.11%	Maintained
3146	IF IRON Financial Northbrook, Illinois	$890K	-$13.8K	2	0.68%	Reduced
3147	WCM Weatherstone Capital Management Denver, Colorado	$886K	-$349K	3	0.6%	Reduced
3148	EMB Elefante Mark B	$883K	+$40.3K	2	6.44%	Increased
3149	HCA Heck Capital Advisors Rhinelander, Wisconsin	$858K	+$28K	2	0.46%	Increased
3150	Pathstone Family Office Englewood, New Jersey	$847K	-$4.77M	10	0.76%	Reduced