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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
3901	CRCM Corbett Road Capital Management Mclean, Virginia	$2.02M	+$1.1M	7	1.94%	Increased
3902	EWF Epstein & White Financial San Diego, California	$2M	-$85.5K	3	0.76%	Reduced
3903	RVPG Relative Value Partners Group	$1.99M	-$169K	1	0.21%	Reduced
3904	CAM Concorde Asset Management Ann Arbor, Michigan	$1.98M	+$51.4K	4	1.65%	Increased
3905	CJA C-J Advisory San Jose, California	$1.97M	+$308K	2	1.49%	Increased
3906	AA Aufman Associates Sewickley, Pennsylvania	$1.96M	+$199K	4	2.23%	Increased
3907	CA Crumly & Associates Springfield, Illinois	$1.96M	+$465K	4	1.84%	Increased
3908	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$1.96M	-$82.9K	4	1.22%	Reduced
3909	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$1.96M	-$109K	7	0.79%	Reduced
3910	PP PrairieView Partners St. Paul, Minnesota	$1.95M	+$2.69K	11	0.43%	Increased
3911	BAM Baldrige Asset Management Allentown, Pennsylvania	$1.94M	+$4.54K	2	1.46%	Increased
3912	3F 360 Financial Wayzata, Minnesota	$1.93M	+$456K	6	1.6%	Increased
3913	PA Parkside Advisors Berkeley, California	$1.93M	-$188K	3	0.9%	Reduced
3914	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.93M	-$605K	3	0.95%	Reduced
3915	ACA Ackerman Capital Advisors Dallas, Texas	$1.91M	+$211K	4	0.57%	Increased
3916	ML McAdam LLC Philadelphia, Pennsylvania	$1.91M	+$286K	5	0.41%	Increased
3917	FWSM First Wilshire Securities Management Pasadena, California	$1.91M	-$24.7K	2	0.88%	Reduced
3918	SFS Summit Financial Strategies Columbus, Ohio	$1.9M	+$199K	2	0.84%	Increased
3919	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$1.9M	-$864K	6	20.19%	Reduced
3920	HIM HawsGoodwin Investment Management Franklin, Tennessee	$1.89M	-$534K	1	0.74%	Reduced
3921	QC QCM Cayman Houston, Texas	$1.89M	+$1.72M	5	4.32%	New
3922	Howard Capital Management Roswell, Georgia	$1.88M	+$1.13M	4	0.53%	Increased
3923	SFS Shaker Financial Services Arlington, Virginia	$1.88M	-$72.3K	1	1.04%	Reduced
3924	CWA Capital Wealth Alliance Scottsdale, Arizona	$1.87M	-$1.42M	3	1.95%	Reduced
3925	GWI Grace & White Inc Ny, New York	$1.86M	$0	1	0.51%	Maintained