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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	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.21M	+$541K	1	1.42%	Increased
3252	CWM Connecticut Wealth Management Farmington, Connecticut	$2.21M	-$572K	3	1.25%	Reduced
3253	MA MANA Advisors New York	$2.21M	-$10.6M	6	3.2%	Reduced
3254	DLG Daniel L. Goodwin	$2.2M	-$209K	4	1.07%	Reduced
3255	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$2.2M	+$2.28M	2	2.19%	New
3256	BCP Berylson Capital Partners Boston, Massachusetts	$2.2M	$0	1	6.23%	Maintained
3257	Simon Quick Advisors Morristown, New Jersey	$2.19M	-$2.43M	10	0.92%	Reduced
3258	SAMC Spectrum Asset Management (California) Newport Beach, California	$2.17M	-$1.76M	3	1.91%	Reduced
3259	SLA Silver Lake Advisory Cottonwood Heights, Utah	$2.16M	+$123K	2	1.61%	Increased
3260	TIM Tortoise Investment Management White Plains, New York	$2.15M	-$30.8K	14	0.59%	Reduced
3261	EU Emory University Atlanta, Georgia	$2.15M	+$77.7K	1	1.53%	Increased
3262	SAS Stelac Advisory Services New York	$2.14M	+$1.5M	4	0.65%	Increased
3263	SM Southport Management Wilson, Wyoming	$2.13M	-$1.67M	2	7.38%	Reduced
3264	LIA LBMC Investment Advisors Brentwood, Tennessee	$2.12M	-$85.2K	6	0.37%	Reduced
3265	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$2.12M	+$2.27M	1	1.24%	New
3266	WDL Well Done LLC Holland, Michigan	$2.11M	+$1.04M	15	0.66%	Increased
3267	MCM MV Capital Management Bethesda, Maryland	$2.11M	+$13.3K	11	0.56%	Increased
3268	GCA Gradient Capital Advisors San Diego, California	$2.1M	+$46.9K	5	2.1%	Increased
3269	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$2.1M	-$140K	4	1.9%	Reduced
3270	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.08M	-$51.9K	3	1.95%	Reduced
3271	DE Day & Ennis Macon, Georgia	$2.07M	+$357K	2	1.7%	Increased
3272	FA Fortis Advisors Wayne, Pennsylvania	$2.07M	-$104K	9	1.14%	Reduced
3273	MF MHI Funds Woodstock, New York	$2.07M	-$1.3M	2	1.79%	Reduced
3274	MCM Monument Capital Management Alexandria, Virginia	$2.06M	+$307K	8	1.41%	Increased
3275	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.06M	-$232K	3	1.25%	Reduced