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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
3626	GS Gagnon Securities New York	$3.01M	-$343K	4	0.66%	Reduced
3627	AIM Alambic Investment Management Belvedere, California	$3.01M	-$2.04M	6	2.52%	Reduced
3628	PA Paragon Advisors College Station, Texas	$3M	+$2.72M	2	3.24%	New
3629	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.99M	-$1.59M	6	0.92%	Reduced
3630	AP Adero Partners Pleasanton, California	$2.99M	+$2.87M	6	3.35%	New
3631	EWA ERTS Wealth Advisors Marquette, Michigan	$2.98M	-$28K	3	1.34%	Reduced
3632	SPP Single Point Partners Boston, Massachusetts	$2.98M	+$2.87M	4	1.8%	New
3633	NC NewSquare Capital Newtown Square, Pennsylvania	$2.98M	+$585K	9	0.49%	Increased
3634	SIA Soltis Investment Advisors St. George, Utah	$2.97M	+$2.83M	4	0.57%	New
3635	RTS Round Table Services Westfield, New Jersey	$2.94M	-$338K	4	0.82%	Reduced
3636	PWG Private Wealth Group Tampa, Florida	$2.94M	-$121K	1	3.06%	Reduced
3637	DFG Demars Financial Group Spokane Valley, Washington	$2.93M	+$2.75M	2	2.65%	New
3638	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$2.93M	+$10.3K	1	1.95%	Increased
3639	MCM Magnolia Capital Management Cold Spring, New York	$2.93M	+$2.85M	3	2.92%	New
3640	FRM Fox Run Management Greenwich, Connecticut	$2.92M	+$651K	8	2.35%	Increased
3641	WCM Washington Capital Management Seattle, Washington	$2.92M	-$93K	2	2.52%	Reduced
3642	MFW Mosaic Family Wealth St. Louis, Missouri	$2.92M	-$917K	4	1.18%	Reduced
3643	PCM Perritt Capital Management Chicago, Illinois	$2.92M	-$113K	4	1.4%	Reduced
3644	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$2.91M	-$5.88K	2	0.87%	Reduced
3645	TCM Towercrest Capital Management Newtown, Pennsylvania	$2.91M	+$51.3K	3	0.74%	Increased
3646	ER Enlightenment Research Miami, Florida	$2.9M	-$3.8M	4	13.57%	Reduced
3647	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$2.89M	-$1.2M	1	1.58%	Reduced
3648	SIA Strategic Investment Advisors Farmington Hills, Michigan	$2.89M	-$815K	4	1.19%	Reduced
3649	FSCM Front Street Capital Management Missoula, Montana	$2.88M	+$18.4K	1	0.76%	Increased
3650	TWP Tempus Wealth Planning Irvine, California	$2.87M	+$2.7M	2	2.53%	New