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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
3551	ADMI Albert D. Mason Inc Boston, Massachusetts	$460K	+$2.54K	1	0.31%	Increased
3552	CWM Cahaba Wealth Management Atlanta, Georgia	$448K	+$64.3K	1	0.15%	Increased
3553	ACM Archon Capital Management Seattle, Washington	$447K	-$14.7M	1	0.18%	Reduced
3554	SA Sunesis Advisors Overland Park, Kansas	$446K	+$430K	2	0.45%	New
3555	DC Derby & Company Newton, Massachusetts	$444K	-$88K	1	0.26%	Reduced
3556	LSC Lyon Street Capital Sausalito, California	$437K	-$1.76M	1	0.27%	Reduced
3557	FPC Falcon Point Capital San Francisco, California	$434K	+$401K	1	0.09%	New
3558	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$432K	-$435K	1	0.21%	Reduced
3559	BCM Baltimore Capital Management Baltimore, Maryland	$431K	-$375K	1	0.69%	Reduced
3560	TG TLP Group Evanston, Illinois	$421K	-$177K	5	0.67%	Reduced
3561	HA Harborview Advisors Portland, Maine	$414K	+$436K	2	0.42%	New
3562	BO Bach Option Wanchai, Hong Kong	$383K	-$101K	1	0.12%	Reduced
3563	KIC Keating Investment Counselors Delray Beach, Florida	$381K	-$420K	1	0.16%	Reduced
3564	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$375K	+$46.1K	1	0.29%	Increased
3565	BA BCM Advisors Lafayette, Louisiana	$371K	+$271K	1	0.19%	New
3566	CAM Crestone Asset Management Boulder, Colorado	$371K	-$8.39K	1	0.16%	Reduced
3567	HS Horan Securities Cincinnati, United States	$368K	-$17.4K	5	0.36%	Reduced
3568	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$366K	$0	1	0.06%	Maintained
3569	GWM GSB Wealth Management Guilford, Connecticut	$358K	+$359K	1	1.48%	New
3570	LBG Lloyds Banking Group London, United Kingdom	$358K	-$434K	5	4.37%	Reduced
3571	GF Goodman Financial Houston, Texas	$356K	$0	1	0.17%	Maintained
3572	WCM Wealthcare Capital Management Richmond, Virginia	$353K	-$311	7	0.04%	Reduced
3573	CBOR Community Bank of Raymore Raymore, Missouri	$348K	+$24.9K	1	0.11%	Increased
3574	DSN D. Scott Neal Lexington, Kentucky	$338K	-$318K	1	0.17%	Reduced
3575	NEPPG New England Professional Planning Group Westerly, Rhode Island	$338K	+$320K	1	0.39%	New