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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
2801	NAM Netols Asset Management Mequon, Wisconsin	$990K	+$969K	1	0.19%	New
2802	VIP Vantage Investment Partners Kansas City, Missouri	$990K	-$2.34M	1	0.43%	Reduced
2803	NA Nottingham Advisors Amherst, New York	$980K	+$732K	2	0.16%	Increased
2804	NC NewSquare Capital Newtown Square, Pennsylvania	$978K	+$88.2K	9	0.3%	Increased
2805	Hershey Trust Company Hershey, Pennsylvania	$971K	-$6.33M	1	0.01%	Reduced
2806	W Wealthquest Cincinnati, Ohio	$963K	+$5.49K	2	1.39%	Increased
2807	WCM Wealthcare Capital Management Richmond, Virginia	$957K	+$945K	18	0.11%	Increased
2808	MCF Advisors Covington, Kentucky	$955K	+$69.6K	7	0.24%	Increased
2809	SC Skylands Capital Milwaukee, Wisconsin	$953K	-$1.19M	2	0.1%	Reduced
2810	AMG Asset Management Group Stamford, Connecticut	$947K	+$5.76K	1	0.44%	Increased
2811	PIM Partner Investment Management San Francisco, California	$941K	-$25.9M	1	1.42%	Reduced
2812	TFF The Family Firm Bethesda, Maryland	$938K	+$282	2	0.48%	Increased
2813	FHB First Hawaiian Bank Honolulu, Hawaii	$924K	-$1.24M	2	0.15%	Reduced
2814	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$918K	-$34.8K	2	0.71%	Reduced
2815	LWA Lenox Wealth Advisors New York	$909K	+$19.7K	7	0.37%	Increased
2816	CFG CKW Financial Group Honolulu, Hawaii	$906K	+$69.8K	10	0.36%	Increased
2817	VCP Vista Capital Partners Portland, Oregon	$905K	+$73.2K	3	0.28%	Increased
2818	GP Grow Partners San Diego, California	$901K	-$6.73M	1	18.74%	Reduced
2819	EC Everest Capital Miami, Florida	$896K	-$67.2M	1	3.75%	Reduced
2820	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$894K	+$33.5K	1	0.2%	Increased
2821	DA Dunvegan Associates Santa Barbara, California	$886K	+$180K	4	0.78%	Increased
2822	FWP FAS Wealth Partners Leawood, Kansas	$881K	+$161K	3	0.45%	Increased
2823	CMANY Capital Management Associates (New York) New York	$879K	-$242K	1	1.17%	Reduced
2824	EML Eos Management LP New York	$879K	$0	1	0.56%	Maintained
2825	KIA Kopp Investment Advisors Bloomington, Minnesota	$870K	+$37.2K	1	0.39%	Increased