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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
4426	OGC One68 Global Capital New York	$1.47M	+$1.29M	4	2.94%	New
4427	EA Eclectic Associates Fullerton, California	$1.46M	+$1.43M	4	1.39%	New
4428	RR Robotti Robert	$1.46M	$0	1	0.43%	Maintained
4429	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$1.45M	+$347K	13	0.78%	Increased
4430	EW Element Wealth Ridgeland, Mississippi	$1.45M	-$96.4K	5	1.34%	Reduced
4431	ARG Advisory Resource Group Tulsa, Oklahoma	$1.42M	+$15K	2	0.71%	Increased
4432	CP Coho Partners Berwyn, Pennsylvania	$1.42M	-$1.29K	1	0.02%	Reduced
4433	AW Avion Wealth The Woodlands, Texas	$1.41M	+$438K	13	0.44%	Increased
4434	ACM Alethea Capital Management Mercer Island, Washington	$1.41M	-$13.5K	2	0.7%	Reduced
4435	RBCM Raub Brock Capital Management Larkspur, California	$1.4M	+$69.4K	5	0.23%	Increased
4436	RCA Reitz Capital Advisors Freeland, Michigan	$1.4M	+$26.9K	1	1.12%	Increased
4437	BJ Brouwer & Janachowski Mill Valley, California	$1.4M	+$392K	3	0.25%	Increased
4438	DCM DAFNA Capital Management Los Angeles, California	$1.4M	$0	1	0.42%	Maintained
4439	SMF Sterling Manor Financial Saratoga Springs, New York	$1.39M	+$1.43M	3	1.29%	New
4440	GG Gleason Group Prospect, Kentucky	$1.39M	+$5.03K	6	0.67%	Increased
4441	SM Southport Management Wilson, Wyoming	$1.37M	+$451K	2	8.24%	Increased
4442	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$1.36M	-$2.69M	3	2.73%	Reduced
4443	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$1.35M	+$229K	2	1.46%	Increased
4444	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1.35M	-$776K	22	0.61%	Reduced
4445	FPC Falcon Point Capital San Francisco, California	$1.35M	+$264K	5	11.37%	Increased
4446	RA Riversedge Advisors Wilmington, Delaware	$1.35M	+$325K	4	0.62%	Increased
4447	LL LPWM LLC Minneapolis, Minnesota	$1.34M	+$229K	4	1%	Increased
4448	JMF Johnson Midwest Financial Glidden, Iowa	$1.34M	+$1.29M	10	1.28%	New
4449	FWP Falcon Wealth Planning Ontario, California	$1.34M	+$1.31M	4	0.75%	New
4450	KCM Kempner Capital Management Galveston, Texas	$1.33M	+$1.18M	1	0.88%	New