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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
3151	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$2.78M	+$1.17M	17	1.01%	Increased
3152	VCM Venator Capital Management Toronto, Ontario, Canada	$2.78M	-$57.4K	1	2.32%	Reduced
3153	MUS Mitsubishi UFJ Securities Tokyo, Japan	$2.78M	-$663K	11	10.68%	Reduced
3154	SJL Shayne & Jacobs LLC Nashville, Tennessee	$2.77M	-$140K	2	1.96%	Reduced
3155	HFA Huber Financial Advisors Lincolnshire, Illinois	$2.77M	+$1.09M	4	2.73%	Increased
3156	CA Continental Advisors Park City, Utah	$2.77M	$0	1	0.7%	Maintained
3157	PG Proffitt & Goodson Knoxville, Tennessee	$2.77M	-$20K	2	1.19%	Reduced
3158	OWA One Wealth Advisors San Francisco, California	$2.76M	+$551K	12	2.44%	Increased
3159	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$2.76M	+$753K	2	2.38%	Increased
3160	FGAM Financial Gravity Asset Management Lakeway, Texas	$2.74M	+$2.94M	22	2.8%	New
3161	FGC Financial Gravity Companies Lakeway, Texas	$2.74M	+$467K	22	2.8%	Increased
3162	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$2.74M	+$163K	3	2.14%	Increased
3163	CCP Clifford Capital Partners Alpine, Utah	$2.71M	+$19.1K	1	2.86%	Increased
3164	PWG Private Wealth Group Tampa, Florida	$2.71M	+$3.05M	1	4.61%	New
3165	GIM Guardian Investment Management Tiburon, California	$2.71M	+$476K	2	2.89%	Increased
3166	TCM Tanaka Capital Management New York	$2.7M	+$1.73M	3	6.46%	Increased
3167	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$2.7M	+$507K	6	1.21%	Increased
3168	GWM Graybill Wealth Management Elmhurst, Illinois	$2.7M	-$2.32M	1	2.05%	Reduced
3169	SIC Shoker Investment Counsel Oxford, Ohio	$2.7M	-$288K	4	2.05%	Reduced
3170	TI Telemetry Investments New York	$2.68M	+$2.57M	3	1%	New
3171	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$2.68M	-$49.2K	4	2.31%	Reduced
3172	IF IRON Financial Northbrook, Illinois	$2.68M	+$218K	6	1.72%	Increased
3173	ZCM Zebra Capital Management Stamford, Connecticut	$2.67M	+$1.63M	4	0.96%	Increased
3174	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$2.66M	-$99.1K	3	1.97%	Reduced
3175	WIC Wilkins Investment Counsel Boston, Massachusetts	$2.66M	-$511K	3	0.84%	Reduced