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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	WKA Wilson Kemp & Associates Birmingham, Michigan	$1.44M	-$470K	3	5.17%	Reduced
2552	CPA Cowen Prime Advisors New York	$1.41M	+$303K	7	0.55%	Increased
2553	WA WESPAC Advisors Orinda, California	$1.4M	-$476K	2	1.6%	Reduced
2554	IIM Ironwood Investment Management Boston, Massachusetts	$1.4M	+$5.58K	1	0.22%	Increased
2555	V ValueWorks New York	$1.39M	-$25.8K	1	0.66%	Reduced
2556	BOK Financial Private Wealth Denver, Colorado	$1.39M	-$18.2K	2	0.23%	Reduced
2557	Carlson Capital Management Northfield, Minnesota	$1.39M	-$19K	2	0.57%	Reduced
2558	LC Lubar & Co Milwaukee, Wisconsin	$1.39M	-$229K	1	0.77%	Reduced
2559	Pier Capital Stamford, Connecticut	$1.38M	+$534K	6	0.2%	Increased
2560	FPC Falcon Point Capital San Francisco, California	$1.37M	-$947K	2	1.38%	Reduced
2561	Virtu Financial New York	$1.37M	-$1.23M	2	0.18%	Reduced
2562	Plancorp LLC Saint Louis, Missouri	$1.37M	-$1.99M	3	1.23%	Reduced
2563	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.33M	-$188K	2	0.58%	Reduced
2564	SLA Silver Lake Advisory Cottonwood Heights, Utah	$1.31M	-$533K	2	1.09%	Reduced
2565	FIM Friedberg Investment Management Houston, Texas	$1.31M	+$483K	2	0.48%	Increased
2566	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$1.3M	-$144K	10	3.8%	Reduced
2567	Mariner Independent Advisor Network Overland Park, Kansas	$1.3M	+$1.32M	3	0.64%	New
2568	Conestoga Capital Advisors Wayne, Pennsylvania	$1.3M	+$206K	3	0.09%	Increased
2569	Comerica Securities Detroit, Michigan	$1.28M	+$178K	3	1.16%	Increased
2570	SFMG Wealth Advisors Plano, Texas	$1.27M	-$266K	3	0.44%	Reduced
2571	Vista Capital Partners Portland, Oregon	$1.27M	-$32.8K	3	0.41%	Reduced
2572	LWM Lenox Wealth Management Cincinnati, Ohio	$1.26M	-$414K	6	0.87%	Reduced
2573	Blackhill Capital Morristown, New Jersey	$1.26M	-$868	2	0.17%	Reduced
2574	Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.26M	$0	5	0.76%	Maintained
2575	Planning Alternatives Birmingham, Michigan	$1.26M	+$153K	2	0.31%	Increased