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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
3151	GWI Grace & White Inc Ny, New York	$665K	+$132K	1	0.14%	Increased
3152	SA SL Advisors Westfield, New Jersey	$659K	-$23.3K	1	0.44%	Reduced
3153	ICA Infrastructure Capital Advisors New York	$656K	+$700K	1	0.22%	New
3154	CAM Concorde Asset Management Ann Arbor, Michigan	$655K	-$1.46M	2	1.17%	Reduced
3155	RCS Retirement Capital Strategies San Jose, California	$654K	$0	1	0.38%	Maintained
3156	WHI William Harris Investors Chicago, Illinois	$653K	$0	1	0.19%	Maintained
3157	RTS Round Table Services Westfield, New Jersey	$647K	+$107K	2	0.26%	Increased
3158	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$646K	+$424K	2	0.27%	Increased
3159	CT CMT Trading Chicago, Illinois	$644K	-$1.26M	1	0.77%	Reduced
3160	HP Hartree Partners New York	$636K	+$628K	2	1.31%	New
3161	SM Salzhauer Michael	$633K	$0	1	0.31%	Maintained
3162	SMH Sanders Morris Harris Houston, Texas	$598K	-$2.68M	2	0.28%	Reduced
3163	FNYS First New York Securities New York	$597K	-$1.3M	3	1.11%	Reduced
3164	NPPM North Point Portfolio Managers Orange Village, Ohio	$595K	-$2.44K	2	0.11%	Reduced
3165	EMB Elefante Mark B	$594K	+$101K	2	7.17%	Increased
3166	ACM Alethea Capital Management Mercer Island, Washington	$572K	-$564K	4	0.72%	Reduced
3167	PCI Pacifica Capital Investments Leander, Texas	$569K	-$1.48M	1	0.28%	Reduced
3168	WDL Well Done LLC Holland, Michigan	$563K	-$98.8K	2	0.21%	Reduced
3169	Avidian Wealth Enterprises Houston, Texas	$562K	-$76.6K	2	0.24%	Reduced
3170	IF IRON Financial Northbrook, Illinois	$562K	-$16.8K	1	0.38%	Reduced
3171	HIP Hatteras Investment Partners Raleigh, North Carolina	$559K	-$1.55M	1	3.26%	Reduced
3172	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$554K	+$574K	7	0.76%	New
3173	FC FCA Corp Houston, Texas	$546K	+$18.3K	2	0.27%	Increased
3174	B Brightworth Atlanta, Georgia	$541K	+$546K	2	0.3%	New
3175	AIP Almanack Investment Partners Wayne, Pennsylvania	$534K	+$526K	2	0.44%	New