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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
3276	CJA C-J Advisory San Jose, California	$241K	-$2.17K	6	0.19%	Reduced
3277	JC Jentner Corp Akron, Ohio	$240K	$0	1	0.23%	Maintained
3278	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$238K	+$18.5K	1	0.16%	Increased
3279	NSCM New South Capital Management Memphis, Tennessee	$231K	$0	1	0.01%	Maintained
3280	NI NFC Investments Memphis, Tennessee	$227K	$0	1	0.08%	Maintained
3281	Sageworth Trust Lancaster, Pennsylvania	$226K	+$157K	3	0.04%	Increased
3282	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$221K	-$1.67M	1	2.09%	Reduced
3283	BBA Baker Bros. Advisors New York	$220K	$0	1	0%	Maintained
3284	TB Terril Brothers St. Louis, Missouri	$215K	-$5.49K	1	0.08%	Reduced
3285	CF Corrigan Financial Middletown, Rhode Island	$212K	+$212K	1	0.2%	New
3286	BFG Barber Financial Group Lenexa, Kansas	$211K	+$211K	1	0.07%	New
3287	AWMG Alliance Wealth Management Group Flemington, New Jersey	$207K	$0	1	0.12%	Maintained
3288	PP Pension Partners New York	$207K	+$206K	1	0.18%	New
3289	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$206K	$0	2	0.11%	Maintained
3290	WCM Wealthcare Capital Management Richmond, Virginia	$206K	+$521	6	0.02%	Increased
3291	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$201K	-$17K	8	0.07%	Reduced
3292	HCM Herndon Capital Management Atlanta, Georgia	$200K	-$16.9M	5	0.03%	Reduced
3293	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$190K	-$57.7K	6	0.03%	Reduced
3294	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$185K	-$49K	3	0.08%	Reduced
3295	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$180K	-$112K	4	0.13%	Reduced
3296	LYV Live Your Vision West Conshohocken, Pennsylvania	$176K	-$1.62K	7	0.07%	Reduced
3297	GIC GFI Investment Counsel Toronto, Ontario, Canada	$169K	-$53K	3	0.11%	Reduced
3298	BA Bard Associates Chicago, Illinois	$166K	$0	1	0.08%	Maintained
3299	AP Advisors Preferred Rockville, Maryland	$151K	-$260K	3	0.08%	Reduced
3300	DPA Delphi Private Advisors San Diego, California	$148K	$0	5	0.3%	Maintained