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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	SA SRH Advisors Salina, Kansas	$867K	-$34.3K	6	4.13%	Reduced
3152	CA Claar Advisors New York	$866K	+$586K	1	0.25%	Increased
3153	CGA Crescent Grove Advisors Lake Forest, Illinois	$862K	+$833K	2	0.25%	New
3154	RPA Rock Point Advisors Burlington, Vermont	$862K	$0	2	0.41%	Maintained
3155	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$861K	+$83K	3	0.41%	Increased
3156	VFP Verus Financial Partners Richmond, Virginia	$850K	-$18.9K	2	0.34%	Reduced
3157	SM Salzhauer Michael	$830K	$0	1	0.38%	Maintained
3158	IF IRON Financial Northbrook, Illinois	$827K	-$1.04M	2	0.73%	Reduced
3159	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$820K	+$51.4K	8	0.36%	Increased
3160	MIC MU Investments Company Tokyo, Japan	$815K	-$244K	9	0.58%	Reduced
3161	AFA Abacus FCF Advisors Orlando, Florida	$813K	+$205K	3	3.17%	Increased
3162	EPM Equitec Proprietary Markets Chicago, Illinois	$808K	+$839K	3	0.18%	New
3163	TFCP Twin Focus Capital Partners Boston, Massachusetts	$805K	$0	2	0.44%	Maintained
3164	BM Brandywine Managers Hockessin, Delaware	$802K	+$390K	1	0.23%	Increased
3165	LWA Lenox Wealth Advisors New York	$802K	+$124K	6	0.26%	Increased
3166	WCM Windsor Capital Management Phoenix, Arizona	$797K	+$10K	2	0.4%	Increased
3167	EMB Elefante Mark B	$791K	+$13.1K	2	6.4%	Increased
3168	HCA Heck Capital Advisors Rhinelander, Wisconsin	$778K	-$58K	2	0.45%	Reduced
3169	SSCM Summit Street Capital Management New York	$763K	-$1.38M	1	0.88%	Reduced
3170	TG TLP Group Evanston, Illinois	$756K	-$532K	3	0.71%	Reduced
3171	KIC Keating Investment Counselors Delray Beach, Florida	$754K	-$58.8K	2	0.33%	Reduced
3172	Alesco Advisors Pittsford, New York	$752K	+$203K	2	0.05%	Increased
3173	PCFFS Pacific Center for Financial Services San Ramon, California	$749K	-$93.6K	10	0.5%	Reduced
3174	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$748K	+$735K	2	0.41%	New
3175	PCC Park Circle Company Baltimore, Maryland	$722K	-$9.01K	3	0.4%	Reduced