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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
3101	JWM Janiczek Wealth Management Denver, Colorado	$853K	+$839K	3	0.38%	New
3102	SA SRH Advisors Salina, Kansas	$853K	$0	6	4.24%	Maintained
3103	TL TowerView LLC New York	$851K	-$794K	1	0.37%	Reduced
3104	KIC Keating Investment Counselors Delray Beach, Florida	$840K	-$210K	2	0.4%	Reduced
3105	SAM Shamrock Asset Management Dallas, Texas	$839K	-$4.84K	7	0.51%	Reduced
3106	HCM Hahn Capital Management Walnut Creek, California	$837K	+$820K	1	0.08%	New
3107	LWA Lenox Wealth Advisors New York	$833K	-$470K	6	0.27%	Reduced
3108	NFP Narus Financial Partners Salt Lake City, Utah	$831K	+$758K	2	0.88%	New
3109	RMC Regis Management Company Menlo Park, California	$830K	-$197K	2	0.15%	Reduced
3110	SFS Summit Financial Strategies Columbus, Ohio	$827K	+$265K	2	0.57%	Increased
3111	HP HT Partners Centerbrook, Connecticut	$826K	$0	3	0.44%	Maintained
3112	LIA LBMC Investment Advisors Brentwood, Tennessee	$815K	-$237K	2	0.15%	Reduced
3113	PAM PT Asset Management Chicago, Illinois	$811K	+$156K	3	0.2%	Increased
3114	IPAM ICICI Prudential Asset Management Mumbai, India	$810K	+$837K	2	0.85%	New
3115	TFCP Twin Focus Capital Partners Boston, Massachusetts	$809K	+$817K	2	0.53%	New
3116	GAM Gould Asset Management Claremont, California	$806K	-$799K	1	0.41%	Reduced
3117	WCM Weatherstone Capital Management Denver, Colorado	$806K	+$801K	3	0.53%	New
3118	FVP Firefly Value Partners Newtown, Pennsylvania	$804K	+$774K	2	0.09%	New
3119	AIA Armor Investment Advisors Raleigh, North Carolina	$794K	+$762K	1	0.82%	New
3120	FC Financial Consulate Hunt Valley, Maryland	$793K	+$9.14K	1	0.58%	Increased
3121	PCC Park Circle Company Baltimore, Maryland	$792K	$0	3	0.52%	Maintained
3122	NAP New Amsterdam Partners New York	$790K	-$6.39K	1	0.18%	Reduced
3123	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$787K	+$79.1K	1	0.47%	Increased
3124	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$783K	-$20.9K	7	0.38%	Reduced
3125	CPP Crow Point Partners Boston, Massachusetts	$783K	+$40.6K	4	0.13%	Increased