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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	AF Aldebaran Financial	$2.74M	+$1.91M	1	2.2%	Increased
2652	NAM Needelman Asset Management Ladera Ranch, California	$2.73M	-$16.8K	3	7.81%	Reduced
2653	LFM Lumina Fund Management New York	$2.73M	$0	1	0.21%	Maintained
2654	NCM Northside Capital Management Hood River, Oregon	$2.73M	$0	4	1.29%	Maintained
2655	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$2.72M	+$15K	22	1.32%	Increased
2656	BCP Berkeley Capital Partners Milton, Georgia	$2.72M	+$827K	5	1.91%	Increased
2657	FM Forward Management San Francisco, California	$2.71M	+$32.5K	2	0.23%	Increased
2658	TF Trutina Financial Bellevue, Washington	$2.7M	-$78K	2	3.29%	Reduced
2659	NO Ninety One Cape Town, South Africa	$2.68M	+$160K	4	2.31%	Increased
2660	Empirical Wealth Management Seattle, Washington	$2.67M	-$37.1K	3	0.7%	Reduced
2661	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$2.64M	+$83.7K	5	1.92%	Increased
2662	RWM Raffa Wealth Management Washington, District of Columbia	$2.63M	-$60.7K	14	1.46%	Reduced
2663	CA Capital Advantage Walnut Creek, California	$2.63M	-$30.7K	5	0.77%	Reduced
2664	VCM Versant Capital Management Phoenix, Arizona	$2.63M	-$17.3K	22	1.55%	Reduced
2665	IAS INR Advisory Services Media, Pennsylvania	$2.62M	$0	2	0.48%	Maintained
2666	MLIC Mandatum Life Insurance Company Helsinki, Finland	$2.61M	+$163K	5	0.36%	Increased
2667	IT Independence Trust Franklin, Tennessee	$2.61M	+$66.1K	3	4.01%	Increased
2668	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.59M	+$323K	9	1.93%	Increased
2669	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2.58M	-$2.48M	6	4.49%	Reduced
2670	SS Sunbelt Securities Houston, Texas	$2.58M	+$144K	3	3.37%	Increased
2671	AW Alpha Windward Westwood, Massachusetts	$2.57M	+$769K	12	1.86%	Increased
2672	NBG Nancy B. Gardiner	$2.56M	+$477K	5	8.21%	Increased
2673	HI Hudock Inc Williamsport, Pennsylvania	$2.54M	+$412K	9	1.39%	Increased
2674	AF Affiance Financial St. Louis Park, Minnesota	$2.54M	-$18K	6	2.15%	Reduced
2675	DCM Daruma Capital Management New York	$2.53M	+$2.38M	1	0.17%	New