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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.

269 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
2201	MHIM MacNealy Hoover Investment Management Canton, Ohio	$7.22M	-$16.5K	5	5.82%	Reduced
2202	Northern Capital Management (Wisconsin) Madison, Wisconsin	$7.2M	-$471K	3	3.21%	Reduced
2203	DA DSC Advisors Chicago, Illinois	$7.19M	+$925K	7	4.53%	Increased
2204	BRR OpCo Columbus, Ohio	$7.19M	-$180K	5	2.41%	Reduced
2205	River Wealth Advisors Camp Hill, Pennsylvania	$7.14M	+$201K	6	4.1%	Increased
2206	FPCM Fox Point Capital Management New York	$7.14M	-$4.66M	1	16.96%	Reduced
2207	GCMG Gyroscope Capital Management Group Naples, Florida	$7.14M	-$503K	6	5.81%	Reduced
2208	United Bank (Virginia) Vienna, Virginia	$7.14M	+$801K	4	7.04%	Increased
2209	Baker Ellis Asset Management Vancouver, Washington	$7.12M	+$36.5K	5	2.24%	Increased
2210	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$7.11M	+$63K	5	6.01%	Increased
2211	YP YG Partners New York	$7.11M	+$1.4M	1	3.86%	Increased
2212	Dean Investment Associates Beavercreek, Ohio	$7.09M	-$72.6K	2	1.39%	Reduced
2213	Homrich & Berg Atlanta, Georgia	$7.09M	+$328K	8	0.67%	Increased
2214	Seven Eight Capital New York	$7.08M	-$802K	13	2.43%	Reduced
2215	LSCM LaSalle Street Capital Management Chicago, Illinois	$7.07M	$0	5	6.75%	Maintained
2216	Lyons Wealth Management Winter Park, Florida	$7.07M	-$854K	3	10.67%	Reduced
2217	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$7.07M	-$404K	6	2.94%	Reduced
2218	MM Midas Management New York	$7.06M	-$373K	5	4%	Reduced
2219	Trust Investment Advisors Indianapolis, Indiana	$7.02M	+$63.5K	5	8.26%	Increased
2220	Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$7.01M	+$499K	5	5.36%	Increased
2221	Selway Asset Management	$7.01M	+$1.51M	4	4.5%	Increased
2222	Focused Wealth Management Newburgh, New York	$7M	+$693K	13	3.22%	Increased
2223	BCM Bayesian Capital Management Brooklyn, New York	$7M	-$372K	10	4.19%	Reduced
2224	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$6.99M	-$4.44M	7	2.14%	Reduced
2225	CWA Asset Management Group Naples, Florida	$6.98M	+$5.88M	8	4.26%	Increased