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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
5251	CCC Chesapeake Capital Corp Tampa, Florida	$14M	+$1.76M	5	7.35%	Increased
5252	SDAM Shulman DeMeo Asset Management Lake Success, New York	$14M	+$373K	11	2.61%	Increased
5253	CSC Caldwell Sutter Capital Sausalito, California	$13.9M	+$174K	27	5.25%	Increased
5254	MAM MMA Asset Management Conshohocken, Pennsylvania	$13.9M	+$90.1K	10	4.43%	Increased
5255	DCP Davern Capital Partners Ny, New York	$13.9M	+$3.17M	1	2.37%	Increased
5256	GCM Gunpowder Capital Management Towson, Maryland	$13.9M	+$103K	21	9.77%	Increased
5257	WWA Wisconsin Wealth Advisors Sun Prairie, Wisconsin	$13.9M	-$695K	10	11.91%	Reduced
5258	BBCM Broad Bay Capital Management New York	$13.9M	-$6.79M	1	1.3%	Reduced
5259	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$13.9M	-$78K	7	3.96%	Reduced
5260	PWP Phillips Wealth Planners Starkville, Mississippi	$13.9M	+$400K	12	10.23%	Increased
5261	RVM Robinson Value Management San Antonio, Texas	$13.9M	-$8.92M	4	7.43%	Reduced
5262	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$13.9M	-$1.98M	8	13.65%	Reduced
5263	CCM Cobalt Capital Management Short Hills, New Jersey	$13.9M	-$13.5M	1	9.86%	Reduced
5264	BM Bridger Management New York	$13.8M	+$2.63M	3	9.22%	Increased
5265	LWA LifeGoal Wealth Advisors Saratoga Springs, New York	$13.8M	+$3.12M	12	6.33%	Increased
5266	AAA Andrews Advisory Associates Honolulu, Hawaii	$13.8M	+$21.3K	9	6.65%	Increased
5267	FB First Bancorp Damariscotta, Maine	$13.8M	+$326K	20	5.45%	Increased
5268	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$13.8M	-$320K	33	3.19%	Reduced
5269	MM Morangie Management Vero Beach, Florida	$13.8M	-$548K	7	11.47%	Reduced
5270	ACM AUA Capital Management Camp Hill, Pennsylvania	$13.8M	+$226K	5	6.4%	Increased
5271	WH Wallace Hart Lexington, Kentucky	$13.8M	+$10.1M	7	8.61%	Increased
5272	AIA Armor Investment Advisors Raleigh, North Carolina	$13.8M	+$274K	6	4.42%	Increased
5273	TCPW Twin City Private Wealth Winston-Salem, North Carolina	$13.8M	-$1.45M	9	9.65%	Reduced
5274	AAA Affinity Asset Advisors New York	$13.8M	+$2.29M	2	0.62%	Increased
5275	SMWM Silvia McColl Wealth Management San Diego, California	$13.8M	-$13.7K	8	8.28%	Reduced