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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
2301	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.66M	$0	1	1.5%	Maintained
2302	ACM Aviance Capital Management Sarasota, Florida	$1.65M	-$2.03M	11	0.96%	Reduced
2303	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$1.63M	+$716K	3	0.1%	Increased
2304	TCM Tanaka Capital Management New York	$1.62M	-$1.57M	2	5.58%	Reduced
2305	HI Hudock Inc Williamsport, Pennsylvania	$1.62M	+$76.4K	5	1.57%	Increased
2306	IUAM Itau USA Asset Management New York	$1.6M	-$234K	5	0.41%	Reduced
2307	CA Continental Advisors Park City, Utah	$1.58M	+$1.61M	1	0.39%	New
2308	TL Tirschwell & Loewy New York	$1.56M	$0	1	0.3%	Maintained
2309	AIS APG Investment Services Dj Heerlen, Netherlands	$1.56M	+$197K	5	23.22%	Increased
2310	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.55M	-$74.6K	4	0.54%	Reduced
2311	SIG Sky Investment Group Hartford, Connecticut	$1.53M	+$1.54M	3	3.95%	New
2312	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$1.53M	-$887K	3	1.1%	Reduced
2313	CA Corrado Advisors Ramsey, New Jersey	$1.52M	+$1.5M	1	0.8%	New
2314	KT Kanaly Trust Houston, Texas	$1.52M	-$33.8K	3	0.44%	Reduced
2315	AW Alpha Windward Westwood, Massachusetts	$1.52M	+$37.5K	6	1.14%	Increased
2316	FC Fayerweather Charles	$1.5M	+$123K	4	6.05%	Increased
2317	LC Lubar & Co Milwaukee, Wisconsin	$1.49M	+$173K	2	1.39%	Increased
2318	NAM Needelman Asset Management Ladera Ranch, California	$1.47M	-$622K	2	5.27%	Reduced
2319	CMANY Capital Management Associates (New York) New York	$1.47M	+$175K	2	2.25%	Increased
2320	NYLT New York Life Trust New York	$1.47M	-$302K	8	7.35%	Reduced
2321	OAM Orinda Asset Management Lafayette, California	$1.47M	+$493K	6	4.6%	Increased
2322	FRM Fore Research & Management New York	$1.46M	+$1.49M	1	0.09%	New
2323	Gradient Investments Arden Hills, Minnesota	$1.45M	+$127K	7	0.46%	Increased
2324	Homrich & Berg Atlanta, Georgia	$1.45M	-$1.21M	2	0.23%	Reduced
2325	BAM Banta Asset Management Newport Beach, California	$1.44M	+$17.9K	1	4.25%	Increased