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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	HWP Hefty Wealth Partners Auburn, Indiana	$3.05M	-$1.2M	7	2.22%	Reduced
2827	KL KWMG LLC Overland Park, Kansas	$3.03M	-$1.72M	2	1.17%	Reduced
2828	AF Affiance Financial St. Louis Park, Minnesota	$3.01M	-$46.4K	6	2.33%	Reduced
2829	ACP Arcus Capital Partners Atlanta, Georgia	$3M	+$416K	6	1.89%	Increased
2830	DIP DT Investment Partners Chadds Ford, Pennsylvania	$2.98M	+$383K	2	0.67%	Increased
2831	CAS Cue Advisory Services Phoenix, Arizona	$2.98M	-$21.8K	6	2.25%	Reduced
2832	SWA SFMG Wealth Advisors Plano, Texas	$2.96M	-$15.4K	3	0.6%	Reduced
2833	CCM CWH Capital Management Spokane, Washington	$2.96M	+$301K	3	1.54%	Increased
2834	FCAG First Capital Advisors Group Little Silver, New Jersey	$2.96M	+$165K	4	2.21%	Increased
2835	KFA Kays Financial Advisory Atlanta, Georgia	$2.95M	+$240K	1	1.05%	Increased
2836	PCMF Private Capital Management (Florida) Naples, Florida	$2.94M	+$3.07M	1	0.46%	New
2837	IAS INR Advisory Services Media, Pennsylvania	$2.94M	+$14.4K	3	0.47%	Increased
2838	TSS Thomas Story & Son Culver, Indiana	$2.94M	-$22K	2	1.67%	Reduced
2839	HI Hudock Inc Williamsport, Pennsylvania	$2.93M	+$327K	10	1.57%	Increased
2840	DM Delphi Management Brookline, Massachusetts	$2.93M	-$1.72M	1	1.67%	Reduced
2841	MCP Maso Capital Partners Hong Kong	$2.91M	+$2.74M	1	5.84%	New
2842	IR Invictus RG Hamilton, Bermuda	$2.89M	-$745K	12	1.95%	Reduced
2843	BWM Baystate Wealth Management Boston, Massachusetts	$2.88M	+$574K	15	0.55%	Increased
2844	CA Continental Advisors Park City, Utah	$2.87M	-$164K	1	0.64%	Reduced
2845	NSB Norway Savings Bank Portland, Maine	$2.87M	-$401K	10	2.95%	Reduced
2846	IT Independence Trust Franklin, Tennessee	$2.84M	-$84.6K	3	3.66%	Reduced
2847	FO FT Options Chicago, Illinois	$2.84M	+$1.04M	6	3.73%	Increased
2848	BCM Bienville Capital Management New York	$2.82M	+$84.9K	6	0.67%	Increased
2849	VNA Valley National Advisers Bethlehem, Pennsylvania	$2.81M	-$239K	15	1.07%	Reduced
2850	WFI West Family Investments Carlsbad, California	$2.79M	-$245K	1	0.54%	Reduced