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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	AMG Advisors Management Group La Crosse, Wisconsin	$2.95M	-$20K	2	2.05%	Reduced
2627	CA Continental Advisors Park City, Utah	$2.94M	$0	1	0.91%	Maintained
2628	SFM Sphera Funds Management Tel Aviv, Israel	$2.93M	-$1.11M	1	0.76%	Reduced
2629	NFG NewFocus Financial Group Vancouver, Washington	$2.92M	+$11.2K	1	2.16%	Increased
2630	DRS Deane Retirement Strategies New Orleans, Louisiana	$2.92M	-$1.17M	3	2.67%	Reduced
2631	HCP Holt Capital Partners Fort Worth, Texas	$2.91M	-$185K	4	1.19%	Reduced
2632	RAM Riggs Asset Management Dallas, Pennsylvania	$2.9M	+$2.02M	9	1.52%	Increased
2633	PIM Partner Investment Management San Francisco, California	$2.88M	-$2.59M	3	4.72%	Reduced
2634	HDE Hutner Daniel Ellsworth	$2.88M	+$87.7K	1	2.46%	Increased
2635	HFM Hartford Financial Management Hartford, Connecticut	$2.87M	+$150K	9	1.73%	Increased
2636	FIM Fruth Investment Management Houston, Texas	$2.87M	+$5.17K	4	1.36%	Increased
2637	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.86M	+$20.7K	1	1.07%	Increased
2638	FIM Friedberg Investment Management Houston, Texas	$2.85M	+$220K	2	1.34%	Increased
2639	SWM Segment Wealth Management Houston, Texas	$2.84M	-$163K	3	1.17%	Reduced
2640	GWS Glassman Wealth Services Vienna, Virginia	$2.83M	+$242K	15	2.42%	Increased
2641	SST S Squared Technology New York	$2.83M	+$1.31M	1	2.96%	Increased
2642	HWP Hefty Wealth Partners Auburn, Indiana	$2.81M	+$140K	5	2.32%	Increased
2643	BRA Blue Rock Advisors Wayzata, Minnesota	$2.8M	+$525K	4	27.07%	Increased
2644	LA Linden Advisors New York	$2.8M	+$2.84M	1	0.12%	New
2645	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$2.77M	-$142K	5	1.44%	Reduced
2646	BCM Boyle Capital Management West Des Moines, Iowa	$2.77M	-$344K	1	3.37%	Reduced
2647	CPA Cowen Prime Advisors New York	$2.75M	+$1.52M	11	1.34%	Increased
2648	Xponance Philadelphia, Pennsylvania	$2.75M	+$1.46M	1	1.01%	Increased
2649	UFG United Fire Group Cedar Rapids, Iowa	$2.75M	$0	4	1.1%	Maintained
2650	KCM Karp Capital Management Sausalito, California	$2.75M	+$69K	1	1.83%	Increased