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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
7026	PLC Pillsbury Lake Capital San Francisco, California	$1.03M	+$993K	1	0.47%	New
7027	LCM Lonestar Capital Management San Francisco, California	$1.02M	+$1.35M	1	0.15%	New
7028	VERPA Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia	$1.02M	+$1.13M	12	1.79%	New
7029	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$1.02M	$0	2	0.46%	Maintained
7030	MBAM Mink Brook Asset Management West Palm Beach, Florida	$1.02M	-$182K	1	0.57%	Reduced
7031	BCM Banyan Capital Management Atlanta, Georgia	$1.01M	-$310K	1	0.44%	Reduced
7032	MFG Mann Financial Group Detroit Lakes, Minnesota	$1.01M	+$15.9K	2	0.95%	Increased
7033	AA AF Advisors Sacramento, California	$1.01M	-$453K	1	0.56%	Reduced
7034	EI Ecofi Investissements Nanterre, France	$1M	+$20.9K	3	1.83%	Increased
7035	FD Financial Designs Claremont, California	$1,000K	+$1.05M	2	0.56%	New
7036	Miller Howard Investments Kingston, New York	$994K	-$155K	1	0.03%	Reduced
7037	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$990K	+$73.5K	3	0.55%	Increased
7038	Nantahala Capital Management New Canaan, Connecticut	$987K	$0	1	0.04%	Maintained
7039	BS Biglari Sardar	$972K	$0	1	1.91%	Maintained
7040	WIC Whitegate Investment Counselors Concord, New Hampshire	$972K	+$2.24K	2	0.31%	Increased
7041	BS Brighton Securities Rochester, New York	$971K	-$277K	3	0.47%	Reduced
7042	TP Trailhead Planners Edina, Minnesota	$969K	-$72.1K	3	0.93%	Reduced
7043	GCM Glaxis Capital Management Sarasota, Florida	$962K	-$1.21M	1	1.2%	Reduced
7044	LTM Lotus Technology Management Orlando, Florida	$961K	-$8.17M	2	3.56%	Reduced
7045	STFP Signal Tree Financial Partners Copley, Ohio	$953K	-$242K	3	0.72%	Reduced
7046	PMIM Prudent Man Investment Management Louisville, Colorado	$951K	-$10.2K	9	0.32%	Reduced
7047	NPI New Perspectives Inc Ridgeland, Mississippi	$950K	+$5K	2	0.33%	Increased
7048	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$947K	-$106K	2	0.42%	Reduced
7049	IWM Inlight Wealth Management Atlanta, Georgia	$945K	-$240K	3	0.35%	Reduced
7050	RW Regimen Wealth Atlanta, Georgia	$945K	+$445K	1	0.28%	Increased