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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
2551	AIA AIMZ Investment Advisors Los Altos, California	$79.2M	-$454K	13	21.78%	Reduced
2552	SBF Sara-Bay Financial Sarasota, Florida	$79.1M	-$11.7M	11	21.08%	Reduced
2553	AAM Auxier Asset Management Aurora, Oregon	$79M	-$126K	11	10.6%	Reduced
2554	CSA Cornerstone Select Advisors St. Louis, Missouri	$79M	+$8.97M	19	33.25%	Increased
2555	BIP Wealth Atlanta, Georgia	$79M	+$21.7M	22	2.24%	Increased
2556	VWM VCI Wealth Management St Louis, Missouri	$79M	+$9.96M	11	19.8%	Increased
2557	LAM LOM Asset Management Hamilton,	$78.9M	-$2.27M	17	20.4%	Reduced
2558	KC Knuff & Co Foster City, California	$78.9M	+$7.44M	13	19.99%	Increased
2559	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$78.9M	-$12.5M	9	17.84%	Reduced
2560	RW Rockport Wealth Fairview Park, Ohio	$78.8M	-$5.79M	7	13.24%	Reduced
2561	PWS Peterson Wealth Services South Ogden, Utah	$78.7M	+$152K	21	17.16%	Increased
2562	AF Arrow Financial Glens Falls, New York	$78.7M	-$1.01M	10	7.05%	Reduced
2563	NAH Neumann Advisory (HK) Central, Hong Kong	$78.5M	-$3M	3	22.05%	Reduced
2564	DR Davis Rea Toronto, Ontario, Canada	$78.3M	-$625K	4	22.32%	Reduced
2565	THCM Taylor Hoffman Capital Management Richmond, Virginia	$78.3M	-$48K	10	19.01%	Reduced
2566	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$78.2M	+$41.7M	13	7.2%	Increased
2567	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$78.2M	+$964K	15	20.48%	Increased
2568	WSA Warm Springs Advisors Larkspur, California	$78.2M	+$5.6M	11	54.07%	Increased
2569	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$78.1M	+$18M	6	1.03%	Increased
2570	AIC AWM Investment Company New York	$77.9M	-$77M	4	6.76%	Reduced
2571	PIM Platinum Investment Management Sydney Australia 2000, Australia	$77.9M	-$6.49M	10	19.15%	Reduced
2572	APSI Asset Planning Services Inc Covington, Louisiana	$77.8M	+$540K	4	33.03%	Increased
2573	LWA Lineweaver Wealth Advisors Valley View, Ohio	$77.7M	-$1.84M	14	9.2%	Reduced
2574	FIC FCG Investment Company Germantown, Tennessee	$77.6M	+$8.34M	12	26.85%	Increased
2575	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$77.6M	+$6.67M	10	9.6%	Increased