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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
3201	NPPM North Point Portfolio Managers Orange Village, Ohio	$609K	-$4.05K	2	0.11%	Reduced
3202	SA SL Advisors Westfield, New Jersey	$607K	-$3.32K	1	0.31%	Reduced
3203	JWM Janiczek Wealth Management Denver, Colorado	$595K	$0	2	0.35%	Maintained
3204	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$576K	$0	6	0.74%	Maintained
3205	CCA Castle Creek Arbitrage Avon, Colorado	$575K	-$515K	1	0.06%	Reduced
3206	ICA Infrastructure Capital Advisors New York	$558K	+$561K	1	0.09%	New
3207	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$556K	+$205K	2	0.39%	Increased
3208	BCM Baltimore Capital Management Baltimore, Maryland	$538K	-$15.8K	2	0.78%	Reduced
3209	FMP Financial Management Professionals Austin, Texas	$537K	-$14.4K	11	0.24%	Reduced
3210	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$522K	+$61.4K	4	0.38%	Increased
3211	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$521K	-$54.2K	1	0.43%	Reduced
3212	LFR Lehman Financial Resources Media, Pennsylvania	$520K	+$17.1K	2	0.29%	Increased
3213	CPA Columbia Pacific Advisors Seattle, Washington	$519K	-$1.15M	1	0.59%	Reduced
3214	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$519K	+$51.4K	5	37.45%	Increased
3215	G GenTrust Miami, Florida	$517K	+$278K	2	0.11%	Increased
3216	TL TowerView LLC New York	$513K	-$180K	1	0.26%	Reduced
3217	KBG Kahn Brothers Group New York	$511K	-$388K	1	0.08%	Reduced
3218	NFG Noven Financial Group Denver, Colorado	$510K	-$717K	1	0.33%	Reduced
3219	SCM Segantii Capital Management Hong Kong	$506K	-$21.2M	1	0.12%	Reduced
3220	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$504K	-$632K	2	0.43%	Reduced
3221	BIA Barry Investment Advisors New Bedford, Massachusetts	$503K	+$14K	1	0.19%	Increased
3222	RBC Roble Belko & Company Sewickley, Pennsylvania	$501K	-$54.6K	12	0.24%	Reduced
3223	RMC Regis Management Company Menlo Park, California	$496K	-$328K	1	0.08%	Reduced
3224	MCC Malaga Cove Capital Pv Estates, California	$494K	$0	2	0.3%	Maintained
3225	FC FCA Corp Houston, Texas	$487K	+$2.74K	2	0.21%	Increased