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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
3251	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$314K	+$67K	1	0.24%	Increased
3252	PCI Pacifica Capital Investments Leander, Texas	$313K	-$286K	1	0.16%	Reduced
3253	ADMI Albert D. Mason Inc Boston, Massachusetts	$305K	$0	1	0.26%	Maintained
3254	BC Barnett & Company Chattanooga, Tennessee	$305K	-$125K	6	0.17%	Reduced
3255	FCM Force Capital Management New York	$305K	+$287K	1	0.33%	New
3256	IF Ironwood Financial Tucson, Arizona	$284K	+$550	6	0.19%	Increased
3257	NorthRock Partners Minneapolis, Minnesota	$282K	+$1.76M	1	0.12%	Increased
3258	PFG Piershale Financial Group Barrington, Illinois	$279K	$0	1	0.18%	Maintained
3259	SAS Stelac Advisory Services New York	$278K	+$180K	2	0.09%	Increased
3260	Rothschild & Co Wealth Management (UK) London, United Kingdom	$272K	+$265K	1	0.01%	New
3261	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$271K	+$95K	4	0.27%	Increased
3262	NSCM New South Capital Management Memphis, Tennessee	$261K	$0	1	0.01%	Maintained
3263	CA Claar Advisors New York	$260K	+$257K	1	0.09%	New
3264	Karpus Investment Management Pittsford, New York	$255K	+$248K	1	0.01%	New
3265	JC Jentner Corp Akron, Ohio	$249K	+$12.8K	1	0.24%	Increased
3266	VIA Vantis Investment Advisers Miami, Florida	$249K	-$23.5M	1	0.12%	Reduced
3267	GA Gateway Advisory Westfield, New Jersey	$244K	+$224K	1	0.08%	New
3268	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$244K	$0	1	0.17%	Maintained
3269	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$243K	+$1.26K	3	0.11%	Increased
3270	Empirical Finance Havertown, Pennsylvania	$240K	-$724K	1	0.11%	Reduced
3271	PFM Peak Financial Management Wellesley, Massachusetts	$232K	+$218K	1	0.09%	New
3272	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$231K	-$74.1K	7	0.04%	Reduced
3273	CJA C-J Advisory San Jose, California	$226K	-$22K	6	0.19%	Reduced
3274	BC Blueport Capital Fort Worth, Texas	$221K	-$334K	1	3.83%	Reduced
3275	G GenTrust Miami, Florida	$220K	-$18.5K	1	0.05%	Reduced