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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	SC Scholtz & Company Stamford, Connecticut	$3.12M	+$3.22M	3	3.34%	New
2352	Financial Engines Advisors Santa Clara, California	$3.11M	-$2.35M	1	2.54%	Reduced
2353	CPO Cerity Partners OCIO New York	$3.1M	+$605K	6	0.49%	Increased
2354	SMM Stadion Money Management Watkinsville, Georgia	$3.1M	-$254K	1	0.13%	Reduced
2355	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.09M	+$996K	3	1.53%	Increased
2356	CP Camelot Portfolios Maumee, Ohio	$3.05M	+$98.1K	4	2.06%	Increased
2357	FA FCG Advisors Chatham, New Jersey	$3.02M	+$419K	4	2.15%	Increased
2358	BOC Barbara Oil Co Chicago, Illinois	$3.02M	-$525K	4	2.67%	Reduced
2359	DCM Dynamic Capital Management St. Helier, Jersey	$3M	-$5.78M	5	0.98%	Reduced
2360	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.99M	-$12.8K	5	1.47%	Reduced
2361	Choreo LLC Rockford, Illinois	$2.97M	+$2.81M	4	0.87%	New
2362	HC Hendley & Co Zanesville, Ohio	$2.97M	-$87.5K	1	2.09%	Reduced
2363	SSG Summit Securities Group New York	$2.95M	-$30.9M	6	1.76%	Reduced
2364	OL Orbitronix LP Newport Beach, California	$2.94M	+$590K	2	1.63%	Increased
2365	FIM Fruth Investment Management Houston, Texas	$2.94M	-$22.8K	3	1.39%	Reduced
2366	VWM Vector Wealth Management Minneapolis, Minnesota	$2.93M	-$18.3K	4	2.12%	Reduced
2367	FIM Fernwood Investment Management Quincy, Massachusetts	$2.92M	-$1M	4	2.71%	Reduced
2368	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.92M	+$2.75M	9	2.59%	New
2369	MBT Montecito Bank & Trust Santa Barbara, California	$2.92M	+$149K	5	1.84%	Increased
2370	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$2.92M	-$67.1K	4	0.7%	Reduced
2371	ICM IMS Capital Management Portland, Oregon	$2.92M	-$573K	5	3.44%	Reduced
2372	SCM Siphron Capital Management Beverly Hills, California	$2.91M	-$625K	4	5.09%	Reduced
2373	MCC Malaga Cove Capital Pv Estates, California	$2.9M	-$10.7K	2	2.45%	Reduced
2374	PG Proffitt & Goodson Knoxville, Tennessee	$2.88M	-$1.62M	2	1.85%	Reduced
2375	TSS Thomas Story & Son Culver, Indiana	$2.88M	-$30.8K	2	1.57%	Reduced