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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
2926	EP Edgestream Partners Princeton, New Jersey	$877K	-$2.06M	2	2.5%	Reduced
2927	NFG Noven Financial Group Denver, Colorado	$876K	+$116K	1	0.67%	Increased
2928	IWA Intercontinental Wealth Advisors San Antonio, Texas	$874K	+$885K	4	0.6%	New
2929	FUBT First United Bank & Trust Oakland, Maryland	$869K	-$189K	2	0.79%	Reduced
2930	LFA Landmark Financial Advisors Bowling Green, Kentucky	$868K	-$211K	2	0.91%	Reduced
2931	TCB Texas Capital Bancshares Dallas, Texas	$866K	-$2.65M	3	1.43%	Reduced
2932	SRSA S.R. Schill & Associates Mercer Island, Washington	$861K	-$8.26K	1	0.6%	Reduced
2933	UFA US Financial Advisors Braintree, Massachusetts	$861K	+$209K	11	0.82%	Increased
2934	KA KLCM Advisors Milwaukee, Wisconsin	$860K	-$481K	2	0.31%	Reduced
2935	VCP Vista Capital Partners Portland, Oregon	$850K	+$12.7K	3	0.27%	Increased
2936	Hillsdale Investment Management Toronto, Ontario, Canada	$841K	-$169K	6	0.32%	Reduced
2937	TBAM True Bearing Asset Management San Francisco, California	$837K	+$929K	2	1.68%	New
2938	Rothschild & Co Wealth Management (UK) London, United Kingdom	$834K	+$20.7K	3	0.06%	Increased
2939	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$831K	+$800K	7	0.79%	New
2940	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$817K	+$790K	2	0.56%	New
2941	RPA Rock Point Advisors Burlington, Vermont	$813K	$0	2	0.42%	Maintained
2942	OLA Oliver Luxxe Assets Gladstone, New Jersey	$791K	+$706K	1	0.71%	New
2943	MFS Madrona Financial Services Everett, Washington	$788K	-$1.89K	1	0.79%	Reduced
2944	BI Boulegeris Investments Sandy Springs, Georgia	$787K	+$145K	2	0.57%	Increased
2945	Miracle Mile Advisors Los Angeles, California	$780K	+$524K	3	0.28%	Increased
2946	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$769K	+$11.3K	2	0.42%	Increased
2947	CAM Concorde Asset Management Ann Arbor, Michigan	$765K	+$362K	2	0.85%	Increased
2948	WCM Windsor Capital Management Phoenix, Arizona	$759K	-$391K	2	0.47%	Reduced
2949	CIM Cambria Investment Management Manhattan Beach, California	$750K	+$626K	1	0.3%	Increased
2950	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$750K	-$20.9K	3	0.64%	Reduced