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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
3351	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$1.43M	+$150K	1	0.1%	Increased
3352	CP Coho Partners Berwyn, Pennsylvania	$1.42M	-$4.51K	2	0.04%	Reduced
3353	ACM Alethea Capital Management Mercer Island, Washington	$1.41M	+$15.3K	3	2.25%	Increased
3354	CFN Cordasco Financial Network Naples, Florida	$1.41M	+$61.5K	8	1.47%	Increased
3355	WAM Watermark Asset Management San Ramon, California	$1.41M	-$5.09K	12	0.59%	Reduced
3356	BCM Basso Capital Management Stamford, Connecticut	$1.4M	+$1.39M	1	0.23%	New
3357	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.4M	+$1.39M	4	1.46%	New
3358	Larson Financial Group St Louis, Missouri	$1.4M	+$1.29M	4	1.17%	New
3359	ACM Armbruster Capital Management Pittsford, New York	$1.4M	+$168K	11	0.64%	Increased
3360	NVIM New Vernon Investment Management Highland Park, Illinois	$1.4M	-$405K	2	1.45%	Reduced
3361	PP PrairieView Partners St. Paul, Minnesota	$1.39M	+$1.37M	5	0.39%	New
3362	RWG Regal Wealth Group Seal Beach, California	$1.39M	+$36.8K	10	0.98%	Increased
3363	GBA Garrison Bradford & Associates New York	$1.38M	-$169K	3	1.14%	Reduced
3364	EMB Elefante Mark B	$1.38M	+$456K	3	6.56%	Increased
3365	LC Landaas & Company Milwaukee, Wisconsin	$1.38M	-$213K	8	1.19%	Reduced
3366	MGAM McGowan Group Asset Management Dallas, Texas	$1.37M	-$34.7K	3	0.22%	Reduced
3367	CHA Cooper/Haims Advisors Victor, New York	$1.36M	+$1.33M	3	1.26%	New
3368	QCMA Quad Capital Management Advisors New York	$1.36M	-$1.7M	4	0.56%	Reduced
3369	RVPG Relative Value Partners Group	$1.36M	$0	2	0.15%	Maintained
3370	Himalaya Capital Management Seattle, Washington	$1.36M	$0	1	19.01%	Maintained
3371	Conestoga Capital Advisors Wayne, Pennsylvania	$1.36M	-$10.6K	4	0.05%	Reduced
3372	TS Twin Securities New York	$1.35M	+$1.28M	1	0.2%	New
3373	TCM Tanaka Capital Management New York	$1.33M	+$18.6K	3	3.04%	Increased
3374	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.32M	+$4.24K	2	1%	Increased
3375	HPC Hobart Private Capital Charlotte, North Carolina	$1.32M	+$1.32M	4	1.17%	New