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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	CWM Cedar Wealth Management Walnut Creek, California	$1.01M	+$24.7K	6	0.7%	Increased
2952	VCP Vista Capital Partners Portland, Oregon	$1.01M	+$179K	3	0.29%	Increased
2953	ADMI Albert D. Mason Inc Boston, Massachusetts	$1.01M	+$485K	1	0.33%	Increased
2954	DLG Daniel L. Goodwin	$1.01M	-$107K	2	0.36%	Reduced
2955	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.01M	+$58.3K	3	0.19%	Increased
2956	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$1M	+$406K	1	0.12%	Increased
2957	KIC Keating Investment Counselors Delray Beach, Florida	$997K	$0	2	0.49%	Maintained
2958	NAM Nichols Asset Management Sudbury, Massachusetts	$972K	+$219K	3	1.82%	Increased
2959	FUBT First United Bank & Trust Oakland, Maryland	$960K	+$30.4K	2	0.79%	Increased
2960	TA TMD & Associates Scottsdale, Arizona	$950K	-$1.17M	2	0.83%	Reduced
2961	FBFS First Business Financial Services Madison, Wisconsin	$943K	-$656K	2	0.23%	Reduced
2962	Rothschild & Co Wealth Management (UK) London, United Kingdom	$939K	-$95K	1	0.07%	Reduced
2963	GA Geller Advisors New York	$936K	+$420K	2	0.53%	Increased
2964	KBG Kahn Brothers Group New York	$935K	-$234K	1	0.17%	Reduced
2965	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$933K	-$28.7K	3	1.46%	Reduced
2966	CFS Commonwealth Financial Services Vienna, West Virginia	$932K	+$141K	5	0.88%	Increased
2967	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$924K	+$206K	2	0.32%	Increased
2968	SRSA S.R. Schill & Associates Mercer Island, Washington	$920K	-$1.36K	2	0.6%	Reduced
2969	TC Talkot Capital Sausalito, California	$910K	+$133K	1	1.24%	Increased
2970	MC Matisse Capital Portland, Oregon	$899K	+$113	1	0.48%	Increased
2971	ACM Alethea Capital Management Mercer Island, Washington	$897K	-$38K	2	1.24%	Reduced
2972	SFG StrategIQ Financial Group Merrillville, Indiana	$892K	+$1.06K	1	0.49%	Increased
2973	TFO Tarbox Family Office Newport Beach, California	$892K	-$202K	18	0.57%	Reduced
2974	AP AlpInvest Partners Amsterdam, Netherlands	$888K	-$544K	1	2.22%	Reduced
2975	NAP New Amsterdam Partners New York	$888K	-$6.94M	1	0.2%	Reduced