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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	PAM PVG Asset Management Golden, Colorado	$2.25M	+$2.29M	1	0.99%	New
2952	Capital Wealth Planning Naples, Florida	$2.25M	-$17.5M	3	1.77%	Reduced
2953	Dakota Wealth Management Palm Beach Gardens, Florida	$2.24M	+$79.2K	2	1.21%	Increased
2954	CM Crestline Management Fort Worth, Texas	$2.24M	+$2.21M	1	0.31%	New
2955	RPG Risk Paradigm Group Austin, Texas	$2.24M	-$203K	5	2.73%	Reduced
2956	BOC Barbara Oil Co Chicago, Illinois	$2.21M	$0	2	1.53%	Maintained
2957	BWA Burt Wealth Advisors North Bethesda, Maryland	$2.21M	-$128K	10	1.45%	Reduced
2958	EP Elkhorn Partners Omaha, Nebraska	$2.21M	-$177K	3	1.42%	Reduced
2959	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$2.21M	+$203K	6	0.66%	Increased
2960	KS Karpas Strategies Litchfield, Connecticut	$2.2M	+$1.97K	2	0.97%	Increased
2961	PCM Perkins Capital Management Wayzata, Minnesota	$2.19M	-$331K	3	2.3%	Reduced
2962	CAM CMT Asset Management Chicago, Illinois	$2.17M	-$1.81M	3	0.1%	Reduced
2963	RGIA Rainier Group Investment Advisory Bellevue, Washington	$2.17M	+$210K	2	1.17%	Increased
2964	BCP Berkeley Capital Partners Milton, Georgia	$2.16M	+$38.3K	4	1.44%	Increased
2965	LA Lucus Advisors New York	$2.16M	+$659K	6	3.05%	Increased
2966	CP Camelot Portfolios Maumee, Ohio	$2.15M	+$49.3K	3	1.04%	Increased
2967	NPGCU Napier Park Global Capital (US) New York	$2.14M	$0	1	14.59%	Maintained
2968	ACP Aveo Capital Partners Englewood, Colorado	$2.13M	-$211K	4	0.74%	Reduced
2969	HP Holowesko Partners Nassau, Bahamas	$2.13M	$0	1	0.17%	Maintained
2970	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$2.12M	+$218K	5	0.99%	Increased
2971	FDS First Dallas Securities Dallas, Texas	$2.12M	+$482K	3	1.47%	Increased
2972	HA Harfst & Associates Sheridan, Wyoming	$2.11M	-$662K	4	0.88%	Reduced
2973	LSC Lyon Street Capital Sausalito, California	$2.1M	$0	1	0.81%	Maintained
2974	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$2.08M	+$36.1K	7	1.51%	Increased
2975	BFPW BOK Financial Private Wealth Denver, Colorado	$2.08M	-$280K	2	0.34%	Reduced