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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
2951	SFS Summit Financial Strategies Columbus, Ohio	$744K	+$411K	1	0.55%	Increased
2952	CIM Cambria Investment Management Manhattan Beach, California	$743K	-$72K	1	0.34%	Reduced
2953	SA SRH Advisors Salina, Kansas	$743K	$0	6	3.95%	Maintained
2954	KIA Kopp Investment Advisors Bloomington, Minnesota	$729K	-$14.5K	1	0.39%	Reduced
2955	CFS Commonwealth Financial Services Vienna, West Virginia	$711K	$0	4	0.84%	Maintained
2956	MFS Madrona Financial Services Everett, Washington	$711K	-$12.8K	1	0.76%	Reduced
2957	BO Bach Option Wanchai, Hong Kong	$704K	+$499K	2	0.28%	Increased
2958	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$700K	+$26.1K	7	0.36%	Increased
2959	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$699K	$0	2	0.29%	Maintained
2960	CAM Concorde Asset Management Ann Arbor, Michigan	$697K	+$506K	2	0.69%	Increased
2961	AWM Affinity Wealth Management Wilmington, Delaware	$696K	+$246K	3	0.47%	Increased
2962	Pathstone Family Office Englewood, New Jersey	$696K	+$102K	11	0.66%	Increased
2963	HP HT Partners Centerbrook, Connecticut	$692K	$0	3	0.37%	Maintained
2964	OAM Orinda Asset Management Lafayette, California	$692K	$0	3	0.77%	Maintained
2965	HPA Hilltop Park Associates New York	$688K	-$2.32M	1	2.87%	Reduced
2966	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$682K	+$2.7K	1	0.15%	Increased
2967	Miracle Mile Advisors Los Angeles, California	$682K	+$436K	2	0.22%	Increased
2968	MP Manifold Partners San Francisco, California	$680K	-$396K	1	0.54%	Reduced
2969	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$678K	-$468K	9	0.63%	Reduced
2970	NAM Nichols Asset Management Sudbury, Massachusetts	$661K	$0	2	1.34%	Maintained
2971	NorthRock Partners Minneapolis, Minnesota	$657K	+$639K	2	0.29%	Increased
2972	Cooke & Bieler Philadelphia, Pennsylvania	$654K	-$880K	2	0.01%	Reduced
2973	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$643K	+$26K	1	0.96%	Increased
2974	GI Glovista Investments Jersey City, New Jersey	$642K	-$25.8M	2	0.11%	Reduced
2975	FC Financial Consulate Hunt Valley, Maryland	$638K	-$1.68M	1	0.49%	Reduced