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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
3176	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$721K	+$687K	3	0.35%	New
3177	AWS AJ Wealth Strategies New York	$720K	-$44.5K	2	0.31%	Reduced
3178	PCC Park Circle Company Baltimore, Maryland	$716K	$0	3	0.45%	Maintained
3179	BWA BlueSky Wealth Advisors New Bern, North Carolina	$714K	$0	2	0.34%	Maintained
3180	GWI Grace & White Inc Ny, New York	$705K	$0	1	0.15%	Maintained
3181	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$705K	-$360K	1	0.51%	Reduced
3182	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$700K	+$92.8K	2	0.34%	Increased
3183	ZF Zhang Financial Portage, Michigan	$694K	+$197K	2	0.35%	Increased
3184	SA SL Advisors Westfield, New Jersey	$691K	-$838	1	0.39%	Reduced
3185	CAM Concorde Asset Management Ann Arbor, Michigan	$689K	-$2.65K	2	1.14%	Reduced
3186	AIA Arbor Investment Advisors Winston Salem, North Carolina	$672K	-$82.8K	2	0.34%	Reduced
3187	Orgel Wealth Management Altoona, Wisconsin	$669K	+$353K	2	0.29%	Increased
3188	TCM Tuttle Capital Management Riverside, Connecticut	$666K	-$969K	2	0.8%	Reduced
3189	JWM Janiczek Wealth Management Denver, Colorado	$653K	-$188K	2	0.37%	Reduced
3190	PIM Parasol Investment Management Westmont, Illinois	$648K	-$929K	4	1.06%	Reduced
3191	LWA Lenox Wealth Advisors New York	$633K	-$243K	5	0.19%	Reduced
3192	NPPM North Point Portfolio Managers Orange Village, Ohio	$628K	$0	2	0.11%	Maintained
3193	CRCP Copper Rock Capital Partners Boston, Massachusetts	$614K	-$45.7M	2	0.04%	Reduced
3194	B Brightworth Atlanta, Georgia	$609K	+$28.3K	2	0.33%	Increased
3195	PAM Prudence Asset Management Hong Kong	$604K	-$10M	1	1.07%	Reduced
3196	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$603K	+$565K	2	0.36%	New
3197	WDL Well Done LLC Holland, Michigan	$589K	-$5.06K	2	0.21%	Reduced
3198	BCM Baltimore Capital Management Baltimore, Maryland	$582K	+$579K	2	0.77%	New
3199	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$579K	-$5.34K	4	0.37%	Reduced
3200	BBA Baker Bros. Advisors New York	$568K	$0	1	0%	Maintained