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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
5276	FCC Flower City Capital Pittsford, New York	$730K	-$66K	2	0.61%	Reduced
5277	HC Hoese & Co Glencoe, Minnesota	$727K	-$113K	6	0.75%	Reduced
5278	OC Oppenheimer & Close New York	$723K	$0	1	0.62%	Maintained
5279	SAM Stone Asset Management Austin, Texas	$719K	-$12K	2	0.4%	Reduced
5280	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$716K	-$298K	1	0.78%	Reduced
5281	QAM Q3 Asset Management Birmingham, Michigan	$715K	-$817K	2	0.33%	Reduced
5282	UI Unconventional Investor Portsmouth, New Hampshire	$699K	$0	2	0.64%	Maintained
5283	FFP Forbes Financial Planning East Greenwich, Rhode Island	$697K	+$78.5K	1	0.87%	Increased
5284	PM Plustick Management Charlottesville, Virginia	$687K	-$1.2M	1	0.43%	Reduced
5285	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$684K	-$818K	18	0.31%	Reduced
5286	MRI Mad River Investors Boston, Massachusetts	$677K	+$707K	1	0.52%	New
5287	LCG Luxor Capital Group New York	$676K	-$20.2M	1	0.01%	Reduced
5288	PFM Phillips Financial Management Fort Wayne, Indiana	$674K	+$658K	3	0.06%	New
5289	HPA High Probability Advisors Pittsford, New York	$673K	+$93.3K	1	0.22%	Increased
5290	ACA Ascension Capital Advisors Houston, Texas	$668K	-$4.51K	1	0.54%	Reduced
5291	CWM Comprehensive Wealth Management Lynnwood, Washington	$667K	-$267K	1	0.68%	Reduced
5292	EAM Empery Asset Management New York	$658K	-$432K	1	3.09%	Reduced
5293	WIM Warwick Investment Management Bryan, Texas	$657K	-$472	2	0.29%	Reduced
5294	GCM Gator Capital Management Tampa, Florida	$652K	+$507K	2	0.48%	Increased
5295	LPC Lion Point Capital New York	$650K	+$652K	1	0.15%	New
5296	CWM Chicago Wealth Management Chicago, Illinois	$644K	+$5.44K	2	0.43%	Increased
5297	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$644K	+$186K	1	0.5%	Increased
5298	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$642K	-$19.3K	1	0.18%	Reduced
5299	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$640K	+$361K	2	0.56%	Increased
5300	CMF Counterpoint Mutual Funds San Diego, California	$637K	+$585K	10	0.49%	Increased