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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
2676	SWA SFMG Wealth Advisors Plano, Texas	$2.53M	+$289K	3	0.57%	Increased
2677	BP BBR Partners New York	$2.53M	+$1.16M	5	0.42%	Increased
2678	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$2.51M	+$3.54K	5	1.95%	Increased
2679	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.5M	+$163K	6	0.72%	Increased
2680	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.49M	-$46.8K	3	2.95%	Reduced
2681	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$2.49M	+$2.59M	1	1.46%	New
2682	CFA Camarda Financial Advisors Fleming Island, Florida	$2.48M	-$1.09M	11	1.57%	Reduced
2683	ARGA Investment Management Stamford, Connecticut	$2.47M	+$1.99M	1	0.77%	Increased
2684	QOP Quinn Opportunity Partners Charlottesville, Virginia	$2.47M	+$67.2K	2	0.96%	Increased
2685	VNA Valley National Advisers Bethlehem, Pennsylvania	$2.47M	+$33K	14	1.28%	Increased
2686	Annex Advisory Services Brookfield, Wisconsin	$2.46M	+$115K	3	0.67%	Increased
2687	AWM AllSquare Wealth Management Albany, New York	$2.46M	-$61.1K	11	2.45%	Reduced
2688	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.45M	-$7.59K	1	3.06%	Reduced
2689	CCM Chickasaw Capital Management Memphis, Tennessee	$2.42M	-$368K	3	0.06%	Reduced
2690	BIG Bellwether Investment Group Chattanooga, Tennessee	$2.42M	+$2.41M	17	2.65%	New
2691	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$2.42M	-$71.9K	5	0.92%	Reduced
2692	FRM Fox Run Management Greenwich, Connecticut	$2.4M	-$343K	5	1.17%	Reduced
2693	TSS Thomas Story & Son Culver, Indiana	$2.4M	$0	2	1.48%	Maintained
2694	CAS Cue Advisory Services Phoenix, Arizona	$2.39M	+$370K	5	2.05%	Increased
2695	SG Somerset Group Wayzata, Minnesota	$2.39M	+$404K	3	2.5%	Increased
2696	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.39M	+$20.3K	4	3.28%	Increased
2697	ACI Advance Capital I Southfield, Michigan	$2.39M	+$504K	3	2.53%	Increased
2698	LCM Landscape Capital Management Englewood, New Jersey	$2.38M	-$564K	3	0.32%	Reduced
2699	RAM Roumell Asset Management Chevy Chase, Maryland	$2.38M	+$1.76M	1	5.41%	Increased
2700	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$2.38M	-$260K	2	1.57%	Reduced