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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
2351	WM WCG Management New York	$3M	-$1.56M	4	1.42%	Reduced
2352	CCC Cincinnati Casualty Company Fairfield, Ohio	$2.99M	$0	1	3.35%	Maintained
2353	HC Hendley & Co Zanesville, Ohio	$2.99M	-$121K	1	2.12%	Reduced
2354	PNAA Pictet North America Advisors Geneva 73, Switzerland	$2.98M	+$2.78M	5	0.67%	New
2355	TBAM True Bearing Asset Management San Francisco, California	$2.97M	$0	2	1.41%	Maintained
2356	FCCM First City Capital Management Savannah, Georgia	$2.97M	+$59.7K	3	2.43%	Increased
2357	SG Somerset Group Wayzata, Minnesota	$2.96M	-$2.42M	2	2.31%	Reduced
2358	RB Rodgers Brothers Harmony, Pennsylvania	$2.95M	-$102K	2	1.46%	Reduced
2359	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.92M	+$41.1K	3	0.92%	Increased
2360	Advisory Services Network Atlanta, Georgia	$2.92M	+$2.01M	13	1.47%	Increased
2361	PGA Portland Global Advisors Portland, Maine	$2.9M	+$154K	2	1.8%	Increased
2362	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$2.87M	+$349K	4	0.77%	Increased
2363	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.86M	+$2.82M	2	1.94%	New
2364	VWM Vector Wealth Management Minneapolis, Minnesota	$2.86M	-$162K	4	2.02%	Reduced
2365	SignatureFD Atlanta, Georgia	$2.85M	+$364K	15	1.04%	Increased
2366	CP Camelot Portfolios Maumee, Ohio	$2.84M	+$1.13M	4	1.83%	Increased
2367	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.84M	+$431K	5	1.24%	Increased
2368	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.84M	+$1.99M	2	1.53%	New
2369	JFA JNBA Financial Advisors Bloomington, Minnesota	$2.83M	-$287K	6	1.55%	Reduced
2370	LA Leonetti & Associates Buffalo Grove, Illinois	$2.83M	+$2.55M	1	0.98%	New
2371	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.83M	-$385K	5	1.59%	Reduced
2372	WFG Wills Financial Group Richmond, Virginia	$2.83M	+$2.66M	4	2.91%	New
2373	GAM Garrison Asset Management Fayetteville, Arkansas	$2.81M	+$173K	2	2.29%	Increased
2374	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.8M	+$23.4K	7	2.1%	Increased
2375	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$2.79M	+$1.41M	1	0.35%	Increased