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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
3301	TIM Total Investment Management Scottsdale, Arizona	$2M	+$1.32K	3	0.44%	Increased
3302	FDS First Dallas Securities Dallas, Texas	$1.99M	+$511K	3	1.24%	Increased
3303	BSG Black Swift Group Boulder, Colorado	$1.99M	-$14.7M	5	1.29%	Reduced
3304	CHA Cooper/Haims Advisors Victor, New York	$1.99M	+$449K	5	1.37%	Increased
3305	WDL Well Done LLC Holland, Michigan	$1.98M	+$66.7K	5	0.56%	Increased
3306	ACP Arcus Capital Partners Atlanta, Georgia	$1.98M	-$173K	5	0.94%	Reduced
3307	PTCG Pring Turner Capital Group Alamo, California	$1.98M	-$27.1K	1	2.54%	Reduced
3308	TCM Towercrest Capital Management Newtown, Pennsylvania	$1.98M	-$1.93M	3	0.58%	Reduced
3309	ARM Adirondack Research & Management Guilderland, New York	$1.97M	-$8.88K	3	0.74%	Reduced
3310	SAM Solaris Asset Management New York	$1.97M	-$183K	3	15.42%	Reduced
3311	SC Selz Capital New York	$1.97M	-$20M	1	0.43%	Reduced
3312	FAG Financial Advisory Group Houston, Texas	$1.97M	+$5.06K	4	0.52%	Increased
3313	VCM Vivaldi Capital Management Chicago, Illinois	$1.96M	-$277K	5	1.05%	Reduced
3314	AIM Alambic Investment Management Belvedere, California	$1.95M	-$3.05M	7	1.54%	Reduced
3315	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.95M	-$3.68K	10	0.41%	Reduced
3316	TSS Thomas Story & Son Culver, Indiana	$1.95M	$0	2	1.03%	Maintained
3317	FAM Flaharty Asset Management Clearwater, Florida	$1.94M	-$395K	4	0.75%	Reduced
3318	NorthRock Partners Minneapolis, Minnesota	$1.92M	-$38.4K	4	0.55%	Reduced
3319	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$1.92M	-$87.2K	2	1.12%	Reduced
3320	WP WealthShield Partners Cary, North Carolina	$1.91M	+$183K	6	1.09%	Increased
3321	ONST Old North State Trust Greensboro, North Carolina	$1.91M	+$1.84M	11	1.8%	New
3322	HCM Horrell Capital Management Little Rock, Arkansas	$1.9M	+$1.2M	7	0.94%	Increased
3323	PCM Piermont Capital Management St. Louis, Missouri	$1.9M	-$721K	1	0.76%	Reduced
3324	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.89M	$0	6	1.49%	Maintained
3325	PP PDS Planning Dublin, Ohio	$1.88M	+$290K	4	1.61%	Increased