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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	BOC Barbara Oil Co Chicago, Illinois	$3.42M	+$337K	3	2.03%	Increased
3277	CFA Capstone Financial Advisors Downers Grove, Illinois	$3.41M	+$255K	6	0.58%	Increased
3278	CA Capital Advantage Walnut Creek, California	$3.41M	-$1.01M	5	1.21%	Reduced
3279	EM ELCO Management New York	$3.4M	-$173K	2	2.01%	Reduced
3280	CIM Corbyn Investment Management Lutherville, Maryland	$3.38M	-$50.5K	1	1.39%	Reduced
3281	TFF The Family Firm Bethesda, Maryland	$3.34M	+$349K	6	1.21%	Increased
3282	AIM Advantage Investment Management Cedar Rapids, Iowa	$3.31M	-$980K	22	2.6%	Reduced
3283	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.3M	-$54K	5	2.06%	Reduced
3284	SJL Shayne & Jacobs LLC Nashville, Tennessee	$3.29M	$0	2	2.3%	Maintained
3285	Foundations Investment Advisors Phoenix, Arizona	$3.27M	+$341K	5	0.57%	Increased
3286	HIC Harvey Investment Company Louisville, Kentucky	$3.27M	+$183K	4	0.56%	Increased
3287	TMC Trellus Management Company Delray Beach, Florida	$3.27M	+$167K	2	6.23%	Increased
3288	Valmark Advisers Akron, Ohio	$3.27M	+$409K	7	0.07%	Increased
3289	KS Karpas Strategies Litchfield, Connecticut	$3.26M	+$9.38K	2	1.38%	Increased
3290	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$3.26M	-$1.12M	5	2.11%	Reduced
3291	NFG Nations Financial Group Cedar Rapids, Iowa	$3.26M	+$650K	7	2.24%	Increased
3292	BCC Baines Creek Capital Austin, Texas	$3.25M	-$5.59M	2	8.56%	Reduced
3293	Balentine LLC Atlanta, Georgia	$3.24M	+$12.9K	10	0.23%	Increased
3294	CFA Cahill Financial Advisors Edina, Minnesota	$3.24M	+$512K	5	1.35%	Increased
3295	Howard Capital Management Roswell, Georgia	$3.24M	+$2.86M	5	1.62%	New
3296	AIP Ahrens Investment Partners Lafayette, Louisiana	$3.22M	-$900K	5	1.47%	Reduced
3297	SAM Summit Asset Management Memphis, Tennessee	$3.21M	+$536K	5	1.58%	Increased
3298	MIAS Mason Investment Advisory Services Reston, Virginia	$3.2M	+$3.02M	2	0.89%	New
3299	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$3.2M	-$266K	2	0.35%	Reduced
3300	TA Trellis Advisors Ellensburg, Washington	$3.19M	+$422K	5	2.88%	Increased