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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
2351	RK Asset Management Grosse Pointe Farms, Michigan	$5.44M	-$602K	1	4.86%	Reduced
2352	Permit Capital West Conshohocken, Pennsylvania	$5.44M	-$884K	3	3.87%	Reduced
2353	Cambridge Advisors Omaha, Nebraska	$5.44M	-$355K	7	2.48%	Reduced
2354	MRM Michael R. Murphy	$5.42M	+$1.36M	2	2.13%	Increased
2355	Tealwood Asset Management Minneapolis, Minnesota	$5.4M	-$1.67M	3	2.43%	Reduced
2356	Wealth Enhancement Advisory Services Plymouth, Minnesota	$5.37M	+$1.68M	4	0.97%	Increased
2357	Kelman-Lazarov Inc Memphis, Tennessee	$5.35M	-$91.9K	10	3.06%	Reduced
2358	Bennicas & Associates Portola Valley, California	$5.34M	-$36.3K	4	4.79%	Reduced
2359	West Oak Capital Westlake Village, California	$5.33M	+$265K	9	3.85%	Increased
2360	Zions Bancorporation Salt Lake City, Utah	$5.33M	-$40.2K	19	0.93%	Reduced
2361	St. Johns Investment Management Jacksonville, Florida	$5.32M	+$17.7K	6	4.8%	Increased
2362	Rock Springs Capital Management Baltimore, Maryland	$5.31M	$0	1	0.39%	Maintained
2363	VAM Visionary Asset Management Houston, Texas	$5.31M	-$266K	2	1.88%	Reduced
2364	LaFleur & Godfrey Grand Rapids, Michigan	$5.3M	+$665K	1	1.57%	Increased
2365	Harfst & Associates Sheridan, Wyoming	$5.26M	+$4.72M	3	2.12%	Increased
2366	Graybill Wealth Management Elmhurst, Illinois	$5.23M	-$1.17M	3	4.84%	Reduced
2367	SPC Financial Inc Rockville, Maryland	$5.21M	-$849K	3	1.88%	Reduced
2368	Lesa Sroufe & Co Seattle, Washington	$5.19M	+$3.26M	3	4.54%	Increased
2369	Penserra Capital Management Orinda, California	$5.18M	-$23.6M	22	0.73%	Reduced
2370	Rench Wealth Management Denton, Texas	$5.16M	+$2.15K	2	4.17%	Increased
2371	Valicenti Advisory Services Elmira, New York	$5.16M	+$2.15M	3	3.27%	Increased
2372	Keystone Financial Planning Cleveland, Ohio	$5.15M	+$7.63K	2	3.48%	Increased
2373	Patten Group Chattanooga, Tennessee	$5.15M	-$164K	12	2.41%	Reduced
2374	Adirondack Trust Company Saratoga Springs, New York	$5.12M	+$384K	7	3.64%	Increased
2375	CMT Capital Markets Trading Frankfurt, Germany	$5.09M	+$2.18M	5	0.7%	Increased