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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	SHJ Sharkey, Howes & Javer Denver, Colorado	$1.19M	+$120K	7	0.63%	Increased
3102	AWM Affinity Wealth Management Wilmington, Delaware	$1.19M	+$167K	3	0.73%	Increased
3103	P8IP Pier 88 Investment Partners San Francisco, California	$1.18M	+$488K	3	0.46%	Increased
3104	ZCM Zebra Capital Management Stamford, Connecticut	$1.18M	-$724K	1	0.38%	Reduced
3105	VCP Vista Capital Partners Portland, Oregon	$1.17M	+$770	3	0.28%	Increased
3106	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.16M	-$82.8K	1	0.65%	Reduced
3107	SA Springowl Associates New York	$1.16M	-$3.59M	1	0.77%	Reduced
3108	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.16M	+$365	2	0.78%	Increased
3109	AWMG Alliance Wealth Management Group Flemington, New Jersey	$1.15M	+$945K	3	0.29%	Increased
3110	BLA Balter Liquid Alternatives Boston, Massachusetts	$1.15M	-$780K	3	1.28%	Reduced
3111	ACM Armbruster Capital Management Pittsford, New York	$1.14M	-$2.92K	8	0.58%	Reduced
3112	Klingman & Associates New York	$1.13M	+$417K	3	0.28%	Increased
3113	TCM Tanaka Capital Management New York	$1.12M	-$146K	3	2.5%	Reduced
3114	MFS Madrona Financial Services Everett, Washington	$1.11M	+$1.61K	1	1.02%	Increased
3115	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.1M	+$1.15K	16	0.91%	Increased
3116	FCA Florence Capital Advisors New York	$1.09M	+$49.9K	6	1.19%	Increased
3117	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.08M	-$366K	2	1.19%	Reduced
3118	BM Brandywine Managers Hockessin, Delaware	$1.08M	+$196K	2	0.31%	Increased
3119	UIM Underhill Investment Management Greenbrae, California	$1.08M	$0	2	0.58%	Maintained
3120	FUBT First United Bank & Trust Oakland, Maryland	$1.06M	-$14.4K	2	0.71%	Reduced
3121	VFP Verus Financial Partners Richmond, Virginia	$1.06M	+$197K	3	0.41%	Increased
3122	NFP Narus Financial Partners Salt Lake City, Utah	$1.05M	-$237K	3	0.92%	Reduced
3123	IA Independence Advisors Wayne, Pennsylvania	$1.05M	-$1.19M	2	0.42%	Reduced
3124	GA Gateway Advisory Westfield, New Jersey	$1.02M	-$246K	2	0.3%	Reduced
3125	HP HT Partners Centerbrook, Connecticut	$1.01M	-$10.7K	3	0.44%	Reduced