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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
3001	TIM Total Investment Management Scottsdale, Arizona	$1.68M	+$34.9K	3	0.56%	Increased
3002	GC Gilbert & Cook West Des Moines, Iowa	$1.67M	+$225K	4	0.69%	Increased
3003	PA Planning Alternatives Birmingham, Michigan	$1.66M	-$44.7K	3	0.32%	Reduced
3004	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$1.65M	-$1.08M	4	0.53%	Reduced
3005	BLA Balter Liquid Alternatives Boston, Massachusetts	$1.65M	+$1.34M	2	2.37%	Increased
3006	SLA Silver Lake Advisory Cottonwood Heights, Utah	$1.65M	-$26.4K	2	1.24%	Reduced
3007	AMG Asset Management Group Stamford, Connecticut	$1.64M	+$346K	3	0.65%	Increased
3008	BA Broadview Advisors Milwaukee, Wisconsin	$1.63M	-$98.6K	2	0.22%	Reduced
3009	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.63M	-$705	2	6.65%	Reduced
3010	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$1.62M	+$420K	3	0.31%	Increased
3011	CPA Columbia Pacific Advisors Seattle, Washington	$1.6M	+$617K	2	1.51%	Increased
3012	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.58M	$0	1	1.31%	Maintained
3013	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.57M	+$1.53M	3	1.73%	New
3014	HP Harvey Partners Tarrytown, New York	$1.53M	$0	1	1.84%	Maintained
3015	RC Reik & Co New York	$1.52M	-$3.95M	2	0.51%	Reduced
3016	PG Proffitt & Goodson Knoxville, Tennessee	$1.52M	-$70.5K	1	0.71%	Reduced
3017	ZCM Zebra Capital Management Stamford, Connecticut	$1.51M	+$418K	2	0.47%	Increased
3018	DOA D'Orazio & Associates Falls Church, Virginia	$1.5M	+$482	12	0.59%	Increased
3019	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.5M	-$453K	2	1.25%	Reduced
3020	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1.48M	+$191K	16	1.56%	Increased
3021	AIA AGF Investments America Toronto, Ontario, Canada	$1.48M	+$26K	1	0.61%	Increased
3022	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$1.47M	-$695K	1	0.8%	Reduced
3023	FBFS First Business Financial Services Madison, Wisconsin	$1.47M	+$311K	3	0.31%	Increased
3024	SCG Sonata Capital Group Seattle, Washington	$1.46M	-$25.6K	1	1.1%	Reduced
3025	LA Lucus Advisors New York	$1.46M	+$639K	4	1.35%	Increased