← All themes

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
3301	TA Townsend & Associates Westminster, Colorado	$1.96M	+$79.6K	8	2.2%	Increased
3302	HPC Hobart Private Capital Charlotte, North Carolina	$1.95M	+$522K	6	1.59%	Increased
3303	SMC S. Muoio & Co New York	$1.94M	$0	1	1.2%	Maintained
3304	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.94M	+$455K	5	1.9%	Increased
3305	PEA Pacific Edge Advisors Corona Del Mar, California	$1.92M	+$703K	6	1.06%	Increased
3306	SFG StrategIQ Financial Group Merrillville, Indiana	$1.9M	-$93K	3	0.66%	Reduced
3307	RC Reik & Co New York	$1.89M	-$14.1K	2	0.58%	Reduced
3308	LP Luzich Partners Las Vegas, Nevada	$1.88M	+$635K	1	1.82%	Increased
3309	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$1.87M	-$55.4K	2	1.06%	Reduced
3310	RCM Rivernorth Capital Management West Palm Beach, Florida	$1.87M	$0	1	0.15%	Maintained
3311	EAM Exane Asset Management Paris, France	$1.86M	+$305K	6	0.81%	Increased
3312	RTS Round Table Services Westfield, New Jersey	$1.86M	+$238K	4	0.63%	Increased
3313	FAG Financial Advisory Group Houston, Texas	$1.86M	+$77.7K	4	0.51%	Increased
3314	WDL Well Done LLC Holland, Michigan	$1.86M	-$338K	5	0.56%	Reduced
3315	QCMA Quad Capital Management Advisors New York	$1.85M	+$615K	1	0.71%	Increased
3316	IR Invictus RG Hamilton, Bermuda	$1.85M	-$2.62M	5	1.56%	Reduced
3317	TCM TAM Capital Management Stamford, Connecticut	$1.85M	-$2.56M	1	1.89%	Reduced
3318	BCM Bienville Capital Management New York	$1.84M	+$66.1K	4	0.15%	Increased
3319	PAM Peninsula Asset Management Bradenton, Florida	$1.83M	-$6.97K	1	1.33%	Reduced
3320	Balentine LLC Atlanta, Georgia	$1.83M	+$145K	6	0.16%	Increased
3321	BCM Basso Capital Management Stamford, Connecticut	$1.82M	+$390K	1	0.35%	Increased
3322	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.82M	-$113K	1	1.59%	Reduced
3323	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.81M	$0	6	1.58%	Maintained
3324	NorthRock Partners Minneapolis, Minnesota	$1.81M	+$236K	4	0.62%	Increased
3325	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.8M	+$460K	5	1.39%	Increased