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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
2776	PAM Peninsula Asset Management Bradenton, Florida	$1.85M	-$8.94K	1	1.57%	Reduced
2777	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.85M	$0	2	1.15%	Maintained
2778	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.84M	+$85.7K	2	1.71%	Increased
2779	KAM Kavi Asset Management New York	$1.83M	-$7.66M	1	1.43%	Reduced
2780	MCM MV Capital Management Bethesda, Maryland	$1.83M	+$9.36K	10	0.74%	Increased
2781	CAM CMT Asset Management Chicago, Illinois	$1.81M	-$6.13M	2	0.12%	Reduced
2782	AIM Acrospire Investment Management Chicago, Illinois	$1.8M	+$1.69M	23	1.25%	New
2783	FPC Falcon Point Capital San Francisco, California	$1.8M	+$432K	4	0.31%	Increased
2784	FCIM Fairview Capital Investment Management Greenbrae, California	$1.79M	+$184K	2	0.15%	Increased
2785	Heritage Wealth Advisors Richmond, Virginia	$1.79M	+$257K	3	1.4%	Increased
2786	HH HWG Holdings Houston, Texas	$1.79M	-$18.5M	1	1.6%	Reduced
2787	WA WESPAC Advisors Orinda, California	$1.79M	+$1.71M	2	2.23%	New
2788	TT Tiedemann Trust Wilmington, Delaware	$1.78M	+$505K	5	0.27%	Increased
2789	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$1.76M	+$227K	5	1.3%	Increased
2790	MIM Midwest Investment Management Cleveland, Ohio	$1.75M	-$19.8K	1	1.41%	Reduced
2791	KSA Ken Stern & Associates San Diego, California	$1.75M	-$677K	3	1.21%	Reduced
2792	TBAM True Bearing Asset Management San Francisco, California	$1.74M	+$783K	3	4.38%	Increased
2793	FBFS First Business Financial Services Madison, Wisconsin	$1.73M	+$1.54M	4	0.47%	New
2794	RFG Advisory Birmingham, Alabama	$1.72M	+$1.26M	2	1.34%	Increased
2795	CPR CSU Producer Resources Fairfield, Ohio	$1.71M	$0	2	11.78%	Maintained
2796	DIP DT Investment Partners Chadds Ford, Pennsylvania	$1.7M	+$641K	2	0.48%	Increased
2797	HCM Horrell Capital Management Little Rock, Arkansas	$1.7M	-$22K	5	1.05%	Reduced
2798	DW Domani Wealth Lancaster, Pennsylvania	$1.7M	-$50K	3	0.64%	Reduced
2799	EMG ETF Managers Group Summit, New Jersey	$1.7M	+$1.2M	17	1.24%	New
2800	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.69M	-$198K	3	0.2%	Reduced