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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	Element Capital Management New York	$982K	+$483K	2	0.35%	Increased
2802	W Wealthquest Cincinnati, Ohio	$980K	-$19.1K	2	1.44%	Reduced
2803	TNAM Terra Nova Asset Management New York	$976K	+$117K	2	0.8%	Increased
2804	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$971K	-$810K	3	0.54%	Reduced
2805	AMG Asset Management Group Stamford, Connecticut	$967K	+$7.23K	1	0.44%	Increased
2806	MCF Advisors Covington, Kentucky	$961K	-$11K	8	0.24%	Reduced
2807	EML Eos Management LP New York	$955K	$0	1	0.54%	Maintained
2808	FI FormulaFolio Investments Grand Rapids, Michigan	$951K	+$771K	2	0.27%	Increased
2809	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$949K	-$12.9K	7	0.59%	Reduced
2810	Klingman & Associates New York	$947K	+$153K	7	0.37%	Increased
2811	CAL Capital Advisors Ltd Shaker Heights, Ohio	$939K	+$52.9K	7	0.49%	Increased
2812	CFG CKW Financial Group Honolulu, Hawaii	$933K	+$16.2K	12	0.37%	Increased
2813	3NC 300 North Capital Pasadena, California	$927K	-$20.1M	2	5.68%	Reduced
2814	FIM Friedberg Investment Management Houston, Texas	$903K	-$1.07M	2	0.34%	Reduced
2815	FMA FNY Managed Accounts New York	$903K	-$1.4M	9	1.07%	Reduced
2816	HCM HM Capital Management Clayton, Missouri	$890K	-$1.19K	1	0.9%	Reduced
2817	TFO Tarbox Family Office Newport Beach, California	$865K	-$145K	15	0.75%	Reduced
2818	SMC Smith, Moore & Co Clayton, Missouri	$856K	-$162K	2	0.43%	Reduced
2819	FAG Financial Advisory Group Houston, Texas	$846K	+$227K	2	0.42%	Increased
2820	HA Harfst & Associates Sheridan, Wyoming	$842K	+$873K	7	0.47%	New
2821	PSC Piper Sandler & Co Minneapolis, Minnesota	$842K	+$525K	3	0.5%	Increased
2822	FWP FAS Wealth Partners Leawood, Kansas	$838K	-$81.1K	3	0.42%	Reduced
2823	VCP Vista Capital Partners Portland, Oregon	$836K	-$89.3K	3	0.26%	Reduced
2824	Blackhill Capital Morristown, New Jersey	$834K	-$1.23K	1	0.1%	Reduced
2825	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$834K	+$235K	3	0.99%	Increased