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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	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2.56M	+$379K	21	1.89%	Increased
3202	HA Harfst & Associates Sheridan, Wyoming	$2.55M	+$322K	5	1.04%	Increased
3203	AFS Access Financial Services Minneapolis, Minnesota	$2.55M	-$7.62K	3	1.88%	Reduced
3204	EGI EAM Global Investors Solana Beach, California	$2.55M	+$807K	2	1.32%	Increased
3205	BWA Burt Wealth Advisors North Bethesda, Maryland	$2.54M	-$19.6K	10	1.29%	Reduced
3206	PM Pembroke Management Montreal, Quebec, Canada	$2.54M	+$2.71M	1	0.27%	New
3207	BCP Berkeley Capital Partners Milton, Georgia	$2.53M	+$60.3K	4	1.46%	Increased
3208	Klingman & Associates New York	$2.53M	-$570K	3	0.57%	Reduced
3209	MLIC Mandatum Life Insurance Company Helsinki, Finland	$2.53M	+$510K	4	0.47%	Increased
3210	EP Elkhorn Partners Omaha, Nebraska	$2.52M	+$204K	3	1.6%	Increased
3211	FBFS First Business Financial Services Madison, Wisconsin	$2.51M	+$807K	4	0.47%	Increased
3212	KWA KCS Wealth Advisory Los Angeles, California	$2.51M	+$256K	5	2.28%	Increased
3213	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$2.51M	$0	1	0.78%	Maintained
3214	CCM Coe Capital Management Highland Park, Illinois	$2.5M	-$64K	2	2.71%	Reduced
3215	IIM Ironwood Investment Management Boston, Massachusetts	$2.5M	-$1.51K	4	1.83%	Reduced
3216	NA Nottingham Advisors Amherst, New York	$2.5M	-$137K	4	0.43%	Reduced
3217	TG TLP Group Evanston, Illinois	$2.48M	+$1.85M	11	1.7%	Increased
3218	CFA Camarda Financial Advisors Fleming Island, Florida	$2.48M	-$469K	8	2.57%	Reduced
3219	PBO Peoples Bank (Ohio) Marietta, Ohio	$2.48M	-$18.4K	4	1.46%	Reduced
3220	BI Bredin Investment Wilmington, Delaware	$2.46M	$0	5	2.12%	Maintained
3221	KCM Kendall Capital Management Rockville, Maryland	$2.46M	+$814K	3	2.13%	Increased
3222	TDC Thompson Davis & Co Richmond, Virginia	$2.45M	-$1.22M	20	6.47%	Reduced
3223	HCM Harvest Capital Management Concord, New Hampshire	$2.45M	-$114K	4	0.95%	Reduced
3224	Reinhart Partners Mequon, Wisconsin	$2.45M	+$570K	4	0.25%	Increased
3225	RIM Redwood Investment Management Scottsdale, Arizona	$2.43M	+$1.56M	3	0.73%	Increased