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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
3926	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$1.92M	-$297K	3	1.52%	Reduced
3927	TCM TD Capital Management Memphis, Tennessee	$1.92M	+$70.4K	13	0.29%	Increased
3928	BAM Baldrige Asset Management Allentown, Pennsylvania	$1.89M	-$124K	2	1.27%	Reduced
3929	SVI Strategic Vision Investment Hong Kong	$1.89M	-$3.33M	3	1.04%	Reduced
3930	AA Aufman Associates Sewickley, Pennsylvania	$1.88M	-$237K	3	2.03%	Reduced
3931	CH CVI Holdings Wilmington, Delaware	$1.88M	+$2.25M	1	0.77%	New
3932	DC Derby & Company Newton, Massachusetts	$1.88M	+$268K	4	0.54%	Increased
3933	DCM DAFNA Capital Management Los Angeles, California	$1.87M	-$3.73M	1	0.61%	Reduced
3934	MGAM McGowan Group Asset Management Dallas, Texas	$1.87M	-$67.9K	3	0.35%	Reduced
3935	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$1.85M	+$187K	2	0.79%	Increased
3936	RCMC RK Capital Management (Colorado) Denver, Colorado	$1.85M	+$2.14M	1	0.52%	New
3937	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.84M	+$1.43M	2	0.33%	Increased
3938	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$1.84M	-$3.57K	3	0.64%	Reduced
3939	Conestoga Capital Advisors Wayne, Pennsylvania	$1.84M	-$10.5K	4	0.04%	Reduced
3940	FPF First Pacific Financial Vancouver, Washington	$1.84M	+$1.84M	1	1.61%	New
3941	CA Crumly & Associates Springfield, Illinois	$1.83M	-$283K	4	1.56%	Reduced
3942	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$1.8M	-$24.8K	4	0.65%	Reduced
3943	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$1.79M	-$114K	7	1.68%	Reduced
3944	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$1.79M	-$2.97M	3	1.61%	Reduced
3945	IAM Ion Asset Management Herzliya, Israel	$1.79M	-$3.52M	1	0.27%	Reduced
3946	CI CAZ Investments Houston, Texas	$1.79M	-$10.8M	2	2.32%	Reduced
3947	BL Bleichroeder LP New York	$1.78M	$0	2	0.32%	Maintained
3948	CJA C-J Advisory San Jose, California	$1.78M	-$359K	1	1.29%	Reduced
3949	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$1.77M	$0	1	2.53%	Maintained
3950	Orgel Wealth Management Altoona, Wisconsin	$1.75M	-$77.3K	2	0.49%	Reduced