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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
2826	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$641K	$0	1	0.09%	Maintained
2827	LOGI Long Oar Global Investors New York	$638K	+$615K	1	2.95%	New
2828	CFS Commonwealth Financial Services Vienna, West Virginia	$632K	$0	3	0.74%	Maintained
2829	MFS Madrona Financial Services Everett, Washington	$631K	+$38.6K	1	0.68%	Increased
2830	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$631K	-$245K	3	0.5%	Reduced
2831	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$624K	+$615	1	0.37%	Increased
2832	BWM Biltmore Wealth Management Tempe, Arizona	$623K	-$9.97K	1	0.56%	Reduced
2833	RVPG Relative Value Partners Group	$621K	$0	1	0.08%	Maintained
2834	TCMG TSP Capital Management Group Summit, New Jersey	$620K	$0	1	0.35%	Maintained
2835	F FutureAdvisor San Francisco, California	$618K	-$475K	2	0.1%	Reduced
2836	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$613K	-$837K	1	0.6%	Reduced
2837	IWA Inspirion Wealth Advisors Libertyville, Illinois	$612K	+$94.5K	1	0.48%	Increased
2838	ACM Argonaut Capital Management New York	$611K	$0	1	2.05%	Maintained
2839	DLG Daniel L. Goodwin	$610K	$0	1	0.16%	Maintained
2840	GA Geller Advisors New York	$595K	+$203K	2	0.38%	Increased
2841	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$589K	$0	1	0.5%	Maintained
2842	SIC Shoker Investment Counsel Oxford, Ohio	$586K	-$8.22K	1	0.62%	Reduced
2843	UFA US Financial Advisors Braintree, Massachusetts	$583K	+$74.7K	9	0.97%	Increased
2844	VAM Verity Asset Management Durham, North Carolina	$577K	-$26.3K	1	0.58%	Reduced
2845	SHJ Sharkey, Howes & Javer Denver, Colorado	$559K	-$212K	6	0.43%	Reduced
2846	NorthRock Partners Minneapolis, Minnesota	$558K	-$1.64M	1	0.35%	Reduced
2847	WCM Wildcat Capital Management New York	$554K	$0	1	0.21%	Maintained
2848	TFF The Family Firm Bethesda, Maryland	$552K	-$27.9K	1	0.3%	Reduced
2849	RBCM Raub Brock Capital Management Larkspur, California	$547K	-$12.1M	1	0.18%	Reduced
2850	AIM Ada Investment Management New York	$545K	+$264K	2	0.28%	Increased