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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	PK Pflug Koory Omaha, Nebraska	$3.17M	+$31.9K	14	2.56%	Increased
3152	NIM NuWave Investment Management Parsippany, New Jersey	$3.16M	-$1.57M	17	4.76%	Reduced
3153	SCG Sonata Capital Group Seattle, Washington	$3.15M	+$632K	4	2.14%	Increased
3154	UA Unison Advisors Washington, District of Columbia	$3.15M	+$13.2K	2	2.21%	Increased
3155	Arax Advisory Partners Denver, Colorado	$3.15M	-$1.57M	15	1.27%	Reduced
3156	FBFS First Business Financial Services Madison, Wisconsin	$3.13M	+$516K	6	0.49%	Increased
3157	CPA Cowen Prime Advisors New York	$3.12M	-$79K	11	1.45%	Reduced
3158	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$3.11M	+$168K	1	2.07%	Increased
3159	CCM Cobalt Capital Management Short Hills, New Jersey	$3.11M	-$9.8M	1	0.77%	Reduced
3160	DRS Deane Retirement Strategies New Orleans, Louisiana	$3.11M	-$8.49K	2	2.81%	Reduced
3161	GCA Gradient Capital Advisors San Diego, California	$3.11M	-$13.4K	6	2.62%	Reduced
3162	W.H. Reaves & Co Jersey City, New Jersey	$3.1M	+$839K	1	0.1%	Increased
3163	CCM Corsair Capital Management New York	$3.1M	-$133K	2	0.71%	Reduced
3164	PCM Penn Capital Management Philadelphia, Pennsylvania	$3.1M	+$1.24M	1	0.24%	New
3165	Simon Quick Advisors Morristown, New Jersey	$3.08M	-$494K	12	1.24%	Reduced
3166	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$3.07M	+$123K	6	1.92%	Increased
3167	SWP Strategic Wealth Partners Independence, Ohio	$3.06M	-$134K	14	1.63%	Reduced
3168	BOC Barbara Oil Co Chicago, Illinois	$3.04M	$0	2	1.79%	Maintained
3169	GWM Graybill Wealth Management Elmhurst, Illinois	$3.03M	-$26.6K	1	2.2%	Reduced
3170	PW Price Wealth Austin, Texas	$3.01M	-$1.91M	7	1.12%	Reduced
3171	APG Abacus Planning Group Columbia, South Carolina	$3.01M	+$361K	5	2.02%	Increased
3172	KSA Ken Stern & Associates San Diego, California	$3M	-$71.8K	5	1.31%	Reduced
3173	DCM Divisar Capital Management San Francisco, California	$2.99M	$0	1	0.95%	Maintained
3174	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$2.98M	-$82.2K	2	0.28%	Reduced
3175	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$2.98M	-$56.3K	4	1.69%	Reduced