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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
3676	AP Atlas Principals Charlotte, North Carolina	$2.43M	-$731K	1	2.31%	Reduced
3677	&Partners Nashville, Tennessee	$2.43M	-$471K	6	3.78%	Reduced
3678	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.42M	+$806K	3	0.91%	Increased
3679	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$2.42M	+$1.69M	5	0.9%	Increased
3680	EP EPIQ Partners Minneapolis, Minnesota	$2.41M	+$116K	3	2.67%	Increased
3681	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.41M	-$372K	3	3.64%	Reduced
3682	SIC Samalin Investment Counsel Chappaqua, New York	$2.41M	-$1.17M	5	3.22%	Reduced
3683	CC Caldera Capital Dallas, Texas	$2.4M	-$17M	2	13.16%	Reduced
3684	OrbiMed New York	$2.4M	+$2.41M	1	0.04%	New
3685	PWG Private Wealth Group Tampa, Florida	$2.39M	$0	1	2.81%	Maintained
3686	CWM Cedar Wealth Management Walnut Creek, California	$2.39M	+$786K	8	1.61%	Increased
3687	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$2.39M	-$187K	4	8.37%	Reduced
3688	PC Plaisance Capital Denver, Colorado	$2.38M	+$2.78M	1	1.92%	New
3689	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$2.37M	-$60.7K	1	1.97%	Reduced
3690	Hood River Capital Management Palm Beach Gardens, Florida	$2.37M	-$27.8M	2	0.14%	Reduced
3691	FA Fortis Advisors Wayne, Pennsylvania	$2.36M	-$151K	10	1.58%	Reduced
3692	HFAS Hummer Financial Advisory Services Chicago, Illinois	$2.34M	-$651K	4	3.52%	Reduced
3693	LA LFL Advisers Evanston, Illinois	$2.33M	+$2.71M	1	1.46%	New
3694	BU Brown University Providence, Rhode Island	$2.32M	-$3.08M	1	2.03%	Reduced
3695	DOA D'Orazio & Associates Falls Church, Virginia	$2.32M	-$39.5K	12	1.14%	Reduced
3696	LC Landaas & Company Milwaukee, Wisconsin	$2.31M	-$2.82K	3	1.95%	Reduced
3697	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$2.31M	+$605K	5	1.58%	Increased
3698	CAG Curtis Advisory Group Santa Barbara, California	$2.3M	+$726K	5	1.52%	Increased
3699	EA Elm Advisors Burlingame, California	$2.29M	-$32K	6	1.88%	Reduced
3700	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$2.28M	-$1.64K	2	2.31%	Reduced