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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
3226	Orgel Wealth Management Altoona, Wisconsin	$281K	-$19.2K	1	0.18%	Reduced
3227	ADMI Albert D. Mason Inc Boston, Massachusetts	$280K	-$671K	1	0.24%	Reduced
3228	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$279K	-$3.52M	5	0.05%	Reduced
3229	BA Bard Associates Chicago, Illinois	$271K	+$214K	1	0.13%	New
3230	JC Jentner Corp Akron, Ohio	$269K	+$277K	1	0.27%	New
3231	BM Brandywine Managers Hockessin, Delaware	$267K	+$290K	1	0.06%	New
3232	AFA Abacus FCF Advisors Orlando, Florida	$266K	+$134K	4	4.43%	Increased
3233	PFG Piershale Financial Group Barrington, Illinois	$266K	-$129K	1	0.16%	Reduced
3234	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$266K	+$2.46K	1	0.21%	Increased
3235	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$255K	$0	1	0.08%	Maintained
3236	IF Ironwood Financial Tucson, Arizona	$254K	-$3.01K	6	0.18%	Reduced
3237	LBG Lloyds Banking Group London, United Kingdom	$254K	-$12K	3	2.21%	Reduced
3238	NSCM New South Capital Management Memphis, Tennessee	$249K	$0	1	0.01%	Maintained
3239	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$236K	+$185K	1	0.01%	New
3240	JT Jump Trading Chicago, Illinois	$235K	-$1.83M	5	0.08%	Reduced
3241	RT Reliance Trust Atlanta, Georgia	$234K	-$23.9K	1	2.48%	Reduced
3242	CJA C-J Advisory San Jose, California	$233K	+$8K	6	0.2%	Increased
3243	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$230K	-$12K	1	0.17%	Reduced
3244	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$230K	+$1.16K	3	0.11%	Increased
3245	DCM Dimension Capital Management Coral Gables, Florida	$228K	+$231K	1	0.08%	New
3246	GWM GSB Wealth Management Guilford, Connecticut	$224K	+$217K	1	0.88%	New
3247	G GenTrust Miami, Florida	$223K	+$225K	1	0.04%	New
3248	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$216K	$0	1	0.18%	Maintained
3249	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$216K	+$212K	1	0.18%	New
3250	PI Pachira Investments Dana Point, California	$215K	+$222K	1	0.21%	New