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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
2626	SIC Shoker Investment Counsel Oxford, Ohio	$903K	+$858K	2	0.83%	New
2627	CS Comerica Securities Detroit, Michigan	$892K	+$216K	3	0.91%	Increased
2628	Heritage Wealth Advisors Richmond, Virginia	$888K	+$854K	1	1.12%	New
2629	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$881K	+$218K	2	1.27%	Increased
2630	FAG Financial Advisory Group Houston, Texas	$861K	+$203K	2	0.49%	Increased
2631	LWA Lenox Wealth Advisors New York	$848K	+$153K	10	0.6%	Increased
2632	ZL Zeke LP Berwyn, Pennsylvania	$848K	-$1.01M	1	1.01%	Reduced
2633	CFA Cahill Financial Advisors Edina, Minnesota	$835K	+$788K	3	0.72%	New
2634	PM Parametrica Management Wanchai, Hong Kong	$834K	+$575K	3	2.3%	Increased
2635	KF Kopp Funds Milwaukee, Wisconsin	$823K	+$791K	1	0.37%	New
2636	KIA Kopp Investment Advisors Bloomington, Minnesota	$823K	+$62.8K	1	0.37%	Increased
2637	PCM Potomac Capital Management New York	$820K	+$757K	1	0.7%	New
2638	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$804K	+$98.7K	1	0.2%	Increased
2639	Annex Advisory Services Brookfield, Wisconsin	$800K	-$157K	3	0.31%	Reduced
2640	AIC Aurora Investment Counsel Atlanta, Georgia	$796K	+$797K	1	0.53%	New
2641	SFT Simmons First Trust Pine Bluff, Arkansas	$796K	-$180K	1	0.27%	Reduced
2642	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$790K	$0	1	0.12%	Maintained
2643	CFG CKW Financial Group Honolulu, Hawaii	$787K	+$769K	10	0.41%	New
2644	KFA Kays Financial Advisory Atlanta, Georgia	$785K	+$755K	1	0.59%	New
2645	FIM Friedberg Investment Management Houston, Texas	$783K	$0	1	0.32%	Maintained
2646	WCM Windsor Capital Management Phoenix, Arizona	$783K	+$24.9K	7	0.46%	Increased
2647	J JWest Carmel, Indiana	$776K	+$584K	1	0.62%	New
2648	NC NewSquare Capital Newtown Square, Pennsylvania	$772K	+$25.5K	7	0.37%	Increased
2649	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$745K	$0	1	0.74%	Maintained
2650	GCA Gideon Capital Advisors New York	$735K	+$659K	2	0.44%	New