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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
3451	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.02M	+$3.49K	1	0.62%	Increased
3452	LFR Lehman Financial Resources Media, Pennsylvania	$1.02M	+$90.4K	2	0.51%	Increased
3453	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$1.01M	+$132K	5	0.57%	Increased
3454	PAS Point72 Asia (Singapore) Singapore	$987K	-$53.5K	1	12.87%	Reduced
3455	PS Portfolio Strategies Monsey, New York	$979K	-$41.4K	9	0.65%	Reduced
3456	1CM 1492 Capital Management Milwaukee, Wisconsin	$970K	-$85.1K	1	0.69%	Reduced
3457	RBC Roble Belko & Company Sewickley, Pennsylvania	$967K	-$165K	11	0.37%	Reduced
3458	PCFFS Pacific Center for Financial Services San Ramon, California	$951K	+$3.88K	10	0.56%	Increased
3459	WCM Weatherstone Capital Management Denver, Colorado	$946K	-$57K	2	0.76%	Reduced
3460	FFS Founders Financial Securities Towson, Maryland	$944K	-$8.93K	1	0.29%	Reduced
3461	JWM Janiczek Wealth Management Denver, Colorado	$934K	+$369K	10	0.49%	Increased
3462	MC Marcus Capital Northbrook, Illinois	$921K	+$695K	3	2.93%	Increased
3463	GWI Grace & White Inc Ny, New York	$903K	$0	1	0.19%	Maintained
3464	Pathstone Family Office Englewood, New Jersey	$903K	-$3.39M	7	0.67%	Reduced
3465	MPAM Monarch Partners Asset Management Boston, Massachusetts	$898K	-$4.65M	1	0.08%	Reduced
3466	TCM TD Capital Management Memphis, Tennessee	$891K	$0	10	0.24%	Maintained
3467	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$888K	-$9.89K	6	0.54%	Reduced
3468	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$887K	-$7.75K	2	0.49%	Reduced
3469	SHA Seneca House Advisors Richmond, Virginia	$881K	+$405K	2	0.72%	Increased
3470	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$861K	+$539K	2	0.39%	Increased
3471	BFG Barber Financial Group Lenexa, Kansas	$853K	+$238K	3	0.25%	Increased
3472	CM Cornerstone Management Duluth, Georgia	$848K	-$51K	1	0.49%	Reduced
3473	VFP Verus Financial Partners Richmond, Virginia	$848K	+$143K	3	0.32%	Increased
3474	Orgel Wealth Management Altoona, Wisconsin	$846K	-$74.3K	2	0.21%	Reduced
3475	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$841K	+$163K	2	0.48%	Increased