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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
3601	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$239K	+$218K	1	0.15%	New
3602	JPG Jordan Park Group San Francisco, California	$236K	+$224K	1	0.04%	New
3603	MA MANA Advisors New York	$236K	-$3.73M	1	1.07%	Reduced
3604	MAS Managed Account Services Coconut Grove, Florida	$234K	+$236K	1	0.15%	New
3605	PA PFG Advisors Phoenix, Arizona	$230K	+$230K	1	0.18%	New
3606	DRW Securities Chicago, Illinois	$229K	+$106K	1	0.01%	Increased
3607	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$228K	-$203K	1	0.16%	Reduced
3608	NSCM New South Capital Management Memphis, Tennessee	$227K	$0	1	0.01%	Maintained
3609	SWM Selective Wealth Management Forest, Virginia	$223K	+$221K	4	2.67%	New
3610	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$223K	-$2.42M	1	0.16%	Reduced
3611	TL TowerView LLC New York	$221K	$0	1	0.11%	Maintained
3612	HCM Hutner Capital Management Manchester, Vermont	$220K	-$652K	1	0.16%	Reduced
3613	BWM Brickley Wealth Management San Mateo, California	$219K	+$207K	1	0.1%	New
3614	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$219K	+$7.82K	1	0.15%	Increased
3615	TW Towerpoint Wealth Sacramento, California	$217K	+$206K	1	0.18%	New
3616	GIM Greenwich Investment Management Norwalk, Connecticut	$216K	+$197K	1	0.23%	New
3617	RBCM Raub Brock Capital Management Larkspur, California	$210K	+$211K	1	0.05%	New
3618	SPIO Seven Post Investment Office San Francisco, California	$206K	+$227K	1	0.17%	New
3619	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$186K	$0	2	0.1%	Maintained
3620	SM Sabby Management Miami Beach, Florida	$186K	+$207K	1	0.02%	New
3621	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$185K	+$443	8	0.09%	Increased
3622	DPA Delphi Private Advisors San Diego, California	$185K	$0	4	0.63%	Maintained
3623	CIR Clear Investment Research Alpharetta, Georgia	$178K	+$167K	13	0.26%	Increased
3624	RIM Ranger Investment Management Dallas, Texas	$175K	+$133K	2	0.01%	Increased
3625	CTC (Chicago Trading Company) Chicago, Illinois	$171K	+$42.4K	2	0.25%	Increased