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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
3751	NWA New World Advisors Hingham, Massachusetts	$2.84M	+$988K	4	1.92%	Increased
3752	VCM Venator Capital Management Toronto, Ontario, Canada	$2.84M	-$6.62M	1	1.88%	Reduced
3753	SWM Sugarloaf Wealth Management Duluth, Georgia	$2.84M	+$24.5K	19	1.09%	Increased
3754	CCM Cox Capital Management Andover, Massachusetts	$2.83M	-$2.72M	2	2.79%	Reduced
3755	HWM Howard Wealth Management Madison, Connecticut	$2.83M	+$114K	4	2.31%	Increased
3756	LA LFL Advisers Evanston, Illinois	$2.83M	$0	1	1.47%	Maintained
3757	WCM Washington Capital Management Seattle, Washington	$2.82M	+$87.3K	3	3.14%	Increased
3758	BWA Beam Wealth Advisors Covington, Louisiana	$2.82M	+$144K	5	2.84%	Increased
3759	Campbell Wealth Management Alexandria, Virginia	$2.81M	+$676K	13	0.49%	Increased
3760	YMRC Yorktown Management & Research Company Forest, Virginia	$2.81M	-$1.36M	8	2.52%	Reduced
3761	JSMC Jess S. Morgan & Co Los Angeles, California	$2.8M	-$342K	1	3.04%	Reduced
3762	AW Alpha Windward Westwood, Massachusetts	$2.78M	-$1.81M	11	2.13%	Reduced
3763	DM Diker Management New York	$2.77M	-$5.73M	1	2.01%	Reduced
3764	CPR CSU Producer Resources Fairfield, Ohio	$2.76M	$0	3	9.98%	Maintained
3765	HP HT Partners Centerbrook, Connecticut	$2.76M	+$327K	4	1.11%	Increased
3766	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$2.76M	-$138K	5	1.52%	Reduced
3767	ONST Old North State Trust Greensboro, North Carolina	$2.74M	+$21K	3	1.75%	Increased
3768	SAM Silphium Asset Management London, United Kingdom	$2.72M	+$2.51M	1	19.8%	New
3769	FCFC First Citizens Financial Corp Mason City, Iowa	$2.72M	+$715K	5	2.84%	Increased
3770	Howard Financial Services Dallas, Texas	$2.72M	+$33.2K	4	1.93%	Increased
3771	TCM Tanaka Capital Management New York	$2.71M	-$47K	5	8.39%	Reduced
3772	PCM Perritt Capital Management Chicago, Illinois	$2.7M	-$204K	6	2.02%	Reduced
3773	Opes Wealth Management Menlo Park, California	$2.68M	+$1.2M	5	1.37%	Increased
3774	VWA VERITY Wealth Advisors Sausalito, United States	$2.68M	-$441K	2	2.86%	Reduced
3775	Alesco Advisors Pittsford, New York	$2.66M	-$159K	2	0.13%	Reduced