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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
2376	Alpha Omega Wealth Management Richmond, Virginia	$5.08M	+$3.59K	9	4.29%	Increased
2377	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$5.06M	+$150K	4	3.31%	Increased
2378	Marathon Capital Management Hunt Valley, Maryland	$5.05M	-$1.65M	5	2.59%	Reduced
2379	Blue Edge Capital Richmond, Virginia	$5.04M	$0	4	2.79%	Maintained
2380	SC US (TTGP) Menlo Park, California	$5.04M	+$1.74M	2	3.1%	Increased
2381	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$5.03M	-$172K	4	2.88%	Reduced
2382	Orca Investment Management Roseburg, Oregon	$5M	-$121K	3	4.89%	Reduced
2383	AMI Investment Management Kendallville, Indiana	$5M	$0	2	3.7%	Maintained
2384	MC Miles Capital West Des Moines, Iowa	$4.99M	+$1.25M	8	3.4%	Increased
2385	Mount Vernon Associates Baltimore, Maryland	$4.98M	+$174K	4	10.63%	Increased
2386	Hilton Capital Management Garden City, New York	$4.98M	+$1.42M	3	1.57%	Increased
2387	Proficio Capital Partners Newton, Massachusetts	$4.97M	+$803K	18	3.12%	Increased
2388	DI Diligent Investors Redlands, California	$4.96M	-$15.4K	4	4.72%	Reduced
2389	Tieton Capital Management Yakima, Washington	$4.96M	-$268K	1	4.83%	Reduced
2390	Park West Asset Management San Francisco, California	$4.96M	-$2.81M	1	0.5%	Reduced
2391	Mitchell McLeod Pugh & Williams Mobile, Alabama	$4.93M	-$253K	8	4.46%	Reduced
2392	Serengeti Asset Management New York	$4.92M	+$5.14M	1	1.06%	New
2393	Horizon Investments Charlotte, North Carolina	$4.89M	+$490K	3	0.37%	Increased
2394	Boltwood Capital Management Walnut Creek, California	$4.89M	+$59K	6	4.06%	Increased
2395	Plante Moran Financial Advisors Southfield, Michigan	$4.85M	+$544K	22	3.52%	Increased
2396	Acropolis Investment Management St. Louis, Missouri	$4.85M	-$60K	4	0.92%	Reduced
2397	AB Atlas Brown Louisville, Kentucky	$4.85M	-$114K	6	1.96%	Reduced
2398	Abacus FCF Advisors Orlando, Florida	$4.84M	-$437K	3	3.12%	Reduced
2399	Kanaly Trust Houston, Texas	$4.84M	-$637K	21	0.98%	Reduced
2400	ValueWorks New York	$4.82M	-$364K	2	4.11%	Reduced