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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
2601	LA Lucus Advisors New York	$2.31M	+$591K	5	1.18%	Increased
2602	AW Alpha Windward Westwood, Massachusetts	$2.31M	-$8.66K	9	1.5%	Reduced
2603	Waverly Advisors Birmingham, Alabama	$2.28M	+$24.4K	8	1.15%	Increased
2604	Gradient Investments Arden Hills, Minnesota	$2.28M	+$283K	9	0.34%	Increased
2605	TSS Thomas Story & Son Culver, Indiana	$2.26M	$0	2	1.42%	Maintained
2606	FMA FNY Managed Accounts New York	$2.24M	+$865K	7	1.85%	Increased
2607	MMM Mendel Money Management Northbrook, Illinois	$2.24M	+$48.4K	1	2.08%	Increased
2608	MP Manifold Partners San Francisco, California	$2.22M	+$998K	2	2.19%	Increased
2609	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.21M	+$31.2K	1	0.87%	Increased
2610	CCM Contrarian Capital Management Greenwich, Connecticut	$2.17M	+$877K	1	0.81%	Increased
2611	AIC Atlantic Investment Company Atlanta, Georgia	$2.15M	-$17.2K	4	4.22%	Reduced
2612	Kohlberg Kravis Roberts & Co New York	$2.15M	-$438K	1	0.02%	Reduced
2613	NorthRock Partners Minneapolis, Minnesota	$2.12M	+$188K	2	1.26%	Increased
2614	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$2.12M	+$1.97M	1	1.44%	Increased
2615	AF Aldebaran Financial	$2.1M	+$835K	3	1.8%	Increased
2616	PAM Peninsula Asset Management Bradenton, Florida	$2.09M	-$1.83M	1	1.68%	Reduced
2617	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$2.09M	-$1.2M	4	1.69%	Reduced
2618	RP Realm Partners New York	$2.08M	+$2.11M	1	1.15%	New
2619	SWM Strategic Wealth Management Kirkland, Washington	$2.07M	-$794K	2	2.06%	Reduced
2620	VWM Vector Wealth Management Minneapolis, Minnesota	$2.06M	+$572K	5	1.68%	Increased
2621	CPR CSU Producer Resources Fairfield, Ohio	$2.06M	+$1.11M	2	16.63%	Increased
2622	GCM Glaxis Capital Management Sarasota, Florida	$2.06M	-$5.46M	1	3.82%	Reduced
2623	CCM Carderock Capital Management Chevy Chase, Maryland	$2.05M	-$607K	2	0.99%	Reduced
2624	IT Investors Trust Dallas, Texas	$2.03M	$0	2	6.26%	Maintained
2625	GAG GM Advisory Group Melville, New York	$2.03M	-$1.08M	2	0.82%	Reduced