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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
2651	HAM Harmony Asset Management Scottsdale, Arizona	$73.5M	-$4.3M	15	19.74%	Reduced
2652	ACM Atika Capital Management New York	$73.4M	+$33.1M	3	4.83%	Increased
2653	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$73.4M	+$13.3M	26	7.24%	Increased
2654	WR WD Rutherford Portland, Oregon	$73.4M	-$3.93M	11	26.58%	Reduced
2655	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$73.4M	+$26.4M	10	41.86%	Increased
2656	ICP Impact Capital Partners Greenwood Village, Colorado	$73.4M	+$711K	18	20.03%	Increased
2657	FWA FSM Wealth Advisors Cleveland, Ohio	$73.4M	+$6.77M	22	7.82%	Increased
2658	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$73.4M	-$1.28M	12	22.22%	Reduced
2659	BWA Basecamp Wealth Advisors Bellevue, Washington	$73.2M	-$322K	42	13.63%	Reduced
2660	KWM Kingsman Wealth Management Pensacola, Florida	$73.2M	+$578K	14	34.28%	Increased
2661	NI Natural Investments Windsor, California	$73.2M	+$4.65M	17	16.08%	Increased
2662	NFG Northbridge Financial Group Tampa, Florida	$73M	+$5.87M	21	28.01%	Increased
2663	Klingman & Associates New York	$73M	+$2.95M	20	3.11%	Increased
2664	FWM Focused Wealth Management Newburgh, New York	$73M	+$5.9M	17	6.35%	Increased
2665	MCM McDonough Capital Management Orlando, Florida	$72.9M	+$756K	10	36.43%	Increased
2666	LCAM Long Corridor Asset Management Hong Kong	$72.9M	-$47.7M	6	21.98%	Reduced
2667	MA MJP Associates Farmington, Connecticut	$72.8M	+$6.32M	19	7.96%	Increased
2668	HFS Haverford Financial Services Radnor, Pennsylvania	$72.8M	-$257K	5	21.46%	Reduced
2669	GIP Greatmark Investment Partners Columbus, Georgia	$72.7M	-$230K	9	8.02%	Reduced
2670	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$72.6M	-$3.18M	13	13.68%	Reduced
2671	ACM Alpha Capital Management Austin, Texas	$72.5M	-$7.08M	15	9.42%	Reduced
2672	IC IKE Capital New York	$72.4M	-$2.17M	15	38.09%	Reduced
2673	WPW Warther Private Wealth Akron, Ohio	$72.4M	+$3.3M	9	15.89%	Increased
2674	QFMHK Q Fund Management (Hong Kong) Hong Kong,	$72.4M	+$31.1M	8	66.09%	Increased
2675	NC NewSquare Capital Newtown Square, Pennsylvania	$72.3M	+$17.7M	15	5.35%	Increased