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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
4451	WPW Winthrop Partners - WNY Buffalo, New York	$23.6M	+$181K	7	11.68%	Increased
4452	Cohen & Steers New York	$23.6M	+$6.6M	22	0.04%	Increased
4453	EC Edenbrook Capital Mt. Kisco, New York	$23.6M	$0	1	4.76%	Maintained
4454	LIM Lagoda Investment Management New York	$23.6M	+$2.25M	3	12.98%	Increased
4455	SWM Scissortail Wealth Management Tulsa, Oklahoma	$23.6M	-$4.74M	10	4.54%	Reduced
4456	OAP One Advisory Partners Overland Park, Kansas	$23.6M	-$2.93M	5	6.42%	Reduced
4457	VAM Verity Asset Management Durham, North Carolina	$23.6M	+$1.85M	11	8.91%	Increased
4458	LWM Lakeridge Wealth Management Mentor, Ohio	$23.5M	+$3.17M	12	8.64%	Increased
4459	SEP Signature Equity Partners Columbus, Ohio	$23.5M	+$4.42M	51	10.79%	Increased
4460	RYIA Roehl & Yi Investment Advisors Eugene, Oregon	$23.5M	-$4.81M	10	7.73%	Reduced
4461	PPA Pilgrim Partners Asia Singapore	$23.5M	-$3.04M	14	10.04%	Reduced
4462	TWML Todd Wealth Management, LLC Venice, Florida	$23.5M	+$919K	10	17.8%	Increased
4463	CL CLG LLC Long Beach, California	$23.5M	+$2.88M	13	5.15%	Increased
4464	RIM Ranger Investment Management Dallas, Texas	$23.5M	-$6.2M	1	1.48%	Reduced
4465	ACM Arvin Capital Management Austin, Texas	$23.5M	-$3.43M	2	3.06%	Reduced
4466	MWVC Morgens Waterfall Vintiadis & Co New York	$23.4M	+$1.78M	3	17.87%	Increased
4467	GEH General Equity Holdings Brooklyn, New York	$23.4M	+$5.44M	2	13.99%	Increased
4468	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$23.4M	-$489K	35	1.57%	Reduced
4469	LD Lipe & Dalton Syracuse, New York	$23.4M	-$450K	10	10.88%	Reduced
4470	ADMI Albert D. Mason Inc Boston, Massachusetts	$23.4M	+$1.22M	10	13.3%	Increased
4471	AWA ARQ Wealth Advisors Scottsdale, Arizona	$23.3M	-$1.38M	7	2.89%	Reduced
4472	KWM Kassira Wealth Management Knoxville, Tennessee	$23.3M	-$721K	6	18.71%	Reduced
4473	CC Cypress Capital Franklin, Tennessee	$23.3M	-$3.12M	12	6.3%	Reduced
4474	SM Skaana Management Brooklyn, New York	$23.3M	+$21.1M	6	5.01%	Increased
4475	FFL Future Fund LLC Chicago, Illinois	$23.3M	+$1.09M	7	6.68%	Increased