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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
2376	SAM Security Asset Management New York	$4.13M	+$281K	4	3.94%	Increased
2377	AHB Abner Herrman & Brock Jersey City, New Jersey	$4.13M	+$1.13M	2	2.1%	Increased
2378	LS Lupo Securities Chicago, Illinois	$4.12M	+$2.75M	5	6.46%	Increased
2379	CA Claar Advisors New York	$4.11M	+$1.34M	1	1.65%	Increased
2380	Waldron Private Wealth Bridgeville, Pennsylvania	$4.11M	-$443K	5	1.67%	Reduced
2381	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$4.11M	-$1.17M	9	1.15%	Reduced
2382	Northeast Financial Consultants Westport, Connecticut	$4.09M	-$101K	2	1.86%	Reduced
2383	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$4.09M	+$336K	4	0.48%	Increased
2384	CC Capital Counsel New York	$4.09M	-$1.17M	4	0.19%	Reduced
2385	BW Bison Wealth Atlanta, Georgia	$4.07M	-$85.5K	5	2.47%	Reduced
2386	Verition Fund Management Greenwich, Connecticut	$4.06M	-$3.65M	7	0.47%	Reduced
2387	AMIM Aull & Monroe Investment Management Mobile, Alabama	$4.05M	+$7.36K	2	2.28%	Increased
2388	SAM Steinberg Asset Management New York	$4.05M	-$53.1K	1	0.45%	Reduced
2389	RAM Roumell Asset Management Chevy Chase, Maryland	$4.04M	+$3.99M	1	6.49%	New
2390	BGA Belmont Global Advisors Dallas, Texas	$4.04M	+$2.09M	3	4.11%	Increased
2391	TA Teton Advisors Rye, New York	$4.04M	-$428K	2	0.28%	Reduced
2392	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$4.03M	+$41.4K	2	3.32%	Increased
2393	AB Atlas Brown Louisville, Kentucky	$4.03M	+$350K	5	1.08%	Increased
2394	BCM Brightfield Capital Management New York	$4.03M	-$595K	2	4.36%	Reduced
2395	SSI Scott & Selber Inc Houston, Texas	$4M	-$4.63M	2	2.7%	Reduced
2396	MAG Millrace Asset Group Berwyn, Pennsylvania	$4M	+$2.3M	2	4.42%	Increased
2397	OL Orbitronix LP Newport Beach, California	$4M	-$682K	1	2.28%	Reduced
2398	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$3.98M	-$4.51M	3	2.51%	Reduced
2399	CLC Charles-Lim Capital Central, Hong Kong	$3.98M	+$4.09M	1	2.7%	New
2400	ACM Axel Capital Management New York	$3.96M	$0	2	2.77%	Maintained