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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
2426	PVWM Point View Wealth Management Summit, New Jersey	$3.76M	+$104K	3	2.9%	Increased
2427	SM Selkirk Management Chatham, New Jersey	$3.75M	-$1.22M	1	2.08%	Reduced
2428	RCM Riverloft Capital Management Miami Beach, Florida	$3.75M	+$4.06M	1	1.52%	New
2429	ACI Advance Capital I Southfield, Michigan	$3.72M	-$694K	4	2.31%	Reduced
2430	CPO Cerity Partners OCIO New York	$3.72M	+$303K	6	0.41%	Increased
2431	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$3.72M	$0	2	4.6%	Maintained
2432	WFG Wills Financial Group Richmond, Virginia	$3.72M	+$195K	4	3.07%	Increased
2433	TPM T2 Partners Management New York	$3.72M	+$254K	1	6.21%	Increased
2434	SM Southport Management Wilson, Wyoming	$3.71M	-$1.03M	3	3.88%	Reduced
2435	RP Raiff Partners New York	$3.7M	+$970K	1	3.47%	Increased
2436	NFGCM Norman Fields Gottscho Capital Management New York	$3.67M	-$5.39M	2	2.32%	Reduced
2437	Accredited Investors Edina, Minnesota	$3.67M	-$14.5K	5	0.93%	Reduced
2438	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$3.66M	-$19.4K	1	0.5%	Reduced
2439	KIG Kessler Investment Group Columbus, Indiana	$3.6M	+$101K	4	6.11%	Increased
2440	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$3.6M	+$261	1	2.79%	Increased
2441	CIM Contrarius Investment Management St. Helier, Jersey	$3.6M	+$25.1K	1	0.29%	Increased
2442	WSA Wall Street Associates Lajolla, California	$3.58M	+$1.58M	3	0.34%	Increased
2443	TDC Thompson Davis & Co Richmond, Virginia	$3.55M	+$205K	21	4.27%	Increased
2444	GCG Giovine Capital Group Santa Monica, California	$3.55M	$0	1	1.94%	Maintained
2445	CA Continental Advisors Park City, Utah	$3.54M	+$209K	1	0.78%	Increased
2446	KT Kanaly Trust Houston, Texas	$3.54M	-$1.67M	13	0.69%	Reduced
2447	NCM Newgate Capital Management Greenwich, Connecticut	$3.51M	+$864K	4	2.45%	Increased
2448	SCM Southport Capital Management Chattanooga, Tennessee	$3.5M	-$709K	5	2.07%	Reduced
2449	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$3.5M	+$23.5K	1	2.27%	Increased
2450	HW Hedeker Wealth Lincolnshire, Illinois	$3.5M	-$57K	3	2.9%	Reduced