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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	NA Nottingham Advisors Amherst, New York	$2.47M	-$38.8K	4	0.39%	Reduced
3227	B Bridgeworth Birmingham, Alabama	$2.45M	+$49.4K	14	1.06%	Increased
3228	WIC Wilkins Investment Counsel Boston, Massachusetts	$2.45M	-$107K	3	0.77%	Reduced
3229	CA Continental Advisors Park City, Utah	$2.44M	$0	1	0.61%	Maintained
3230	DRS Deane Retirement Strategies New Orleans, Louisiana	$2.43M	+$54.9K	2	2.31%	Increased
3231	HCM Harvest Capital Management Concord, New Hampshire	$2.43M	-$35.2K	4	0.82%	Reduced
3232	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.42M	+$270K	4	2.2%	Increased
3233	TWM Titus Wealth Management Larskpur, California	$2.41M	+$105K	6	2.58%	Increased
3234	CFA Cahill Financial Advisors Edina, Minnesota	$2.41M	-$354K	4	1.11%	Reduced
3235	SCM Sandler Capital Management New York	$2.4M	-$27M	3	0.2%	Reduced
3236	LIA LBMC Investment Advisors Brentwood, Tennessee	$2.39M	+$151K	6	0.39%	Increased
3237	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$2.38M	$0	2	2.29%	Maintained
3238	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$2.37M	+$44.6K	4	2.07%	Increased
3239	TIM Tortoise Investment Management White Plains, New York	$2.36M	+$133K	15	0.65%	Increased
3240	ZCM Zebra Capital Management Stamford, Connecticut	$2.36M	-$161K	3	1.01%	Reduced
3241	SCA Sippican Capital Advisors Boston, Massachusetts	$2.36M	+$931K	1	2.36%	Increased
3242	Reinhart Partners Mequon, Wisconsin	$2.35M	-$187K	4	0.23%	Reduced
3243	FUBT First United Bank & Trust Oakland, Maryland	$2.35M	+$42.7K	3	1.56%	Increased
3244	CC Claybrook Capital Wellesley, Massachusetts	$2.34M	-$4.14M	8	1.47%	Reduced
3245	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$2.33M	-$441K	4	1.7%	Reduced
3246	DLG Daniel L. Goodwin	$2.33M	$0	4	1.08%	Maintained
3247	DM Delphi Management Brookline, Massachusetts	$2.32M	-$79.4K	1	1.43%	Reduced
3248	SAMC Spectrum Asset Management (California) Newport Beach, California	$2.32M	$0	3	2.05%	Maintained
3249	TMC Trellus Management Company Delray Beach, Florida	$2.32M	-$1.91M	1	3.42%	Reduced
3250	DE Day & Ennis Macon, Georgia	$2.31M	+$278K	3	1.72%	Increased