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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
2251	Princeton Capital Management Red Bank, New Jersey	$6.62M	+$1.43M	4	7.56%	Increased
2252	Franklin, Parlapiano, Turner & Welch Houston, Texas	$6.61M	-$47.7K	3	3.52%	Reduced
2253	Sky Investment Group Hartford, Connecticut	$6.58M	+$251K	5	3.12%	Increased
2254	Marvin & Palmer Associates Wilmington, Delaware	$6.54M	-$3.3M	3	8.87%	Reduced
2255	Stockman Wealth Management Billings, Montana	$6.54M	+$146K	3	5.11%	Increased
2256	SignalPoint Asset Management Springfield, Missouri	$6.53M	-$494K	9	2.73%	Reduced
2257	Dynamic Advisor Solutions Phoenix, Arizona	$6.51M	+$2.98M	5	2.64%	Increased
2258	FCT Family Capital Trust Peabody, Massachusetts	$6.51M	-$3.5M	4	3.86%	Reduced
2259	Farley Capital New York	$6.49M	+$418K	3	10.12%	Increased
2260	Montecito Bank & Trust Santa Barbara, California	$6.49M	+$956K	6	2.74%	Increased
2261	Brinker Capital Berwyn, Pennsylvania	$6.47M	-$346K	8	0.58%	Reduced
2262	NG Northstar Group New York	$6.46M	-$103K	6	4.81%	Reduced
2263	Capital Analysts LLC Fort Washington, Pennsylvania	$6.45M	-$2.25M	11	1.3%	Reduced
2264	Point View Wealth Management Summit, New Jersey	$6.45M	+$302K	5	3.91%	Increased
2265	HC Hawkins Capital Houston, Texas	$6.44M	+$4.2M	1	2.15%	Increased
2266	WC Walthausen & Co Malta, New York	$6.44M	+$6.34M	1	0.67%	New
2267	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$6.43M	+$502K	4	1.55%	Increased
2268	MPEM Marathon Partners Equity Management New York	$6.42M	$0	3	2.71%	Maintained
2269	Benin Management Corp Wilton, Connecticut	$6.42M	+$96.7K	5	3.32%	Increased
2270	MAA Mraz Amerine & Associates Modesto, California	$6.41M	-$36.8K	2	2.24%	Reduced
2271	Clean Yield Group Norwich, Vermont	$6.4M	+$48.1K	8	2.75%	Increased
2272	ECM EagleClaw Capital Management Boston, Massachusetts	$6.39M	+$135K	5	4.25%	Increased
2273	Redmond Asset Management Henrico, Virginia	$6.37M	+$1.37M	6	3.18%	Increased
2274	Taylor Frigon Capital Management Scottsdale, Arizona	$6.29M	-$15.7K	5	6.56%	Reduced
2275	Rowland Carmichael Advisors Scottsdale, Arizona	$6.29M	+$2.39M	7	3.96%	Increased