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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
3201	COI Capital One Investing Mclean, Virginia	$4M	+$1.63M	9	1.07%	Increased
3202	QCMC Quantum Capital Management (California) San Francisco, California	$3.99M	+$227K	5	2.15%	Increased
3203	FWSM First Wilshire Securities Management Pasadena, California	$3.98M	+$9.31K	2	1.36%	Increased
3204	NIM NuWave Investment Management Parsippany, New Jersey	$3.98M	+$780K	18	4.67%	Increased
3205	StoneX Group New York	$3.97M	-$264K	9	3.02%	Reduced
3206	IIM Ironwood Investment Management Boston, Massachusetts	$3.95M	+$223K	5	3.21%	Increased
3207	JFS Wealth Advisors Hermitage, Pennsylvania	$3.95M	-$49.5K	9	1.03%	Reduced
3208	MCF Advisors Covington, Kentucky	$3.89M	+$117K	9	0.67%	Increased
3209	S SimplyRich Carlsbad, California	$3.88M	+$2.4K	2	3.16%	Increased
3210	Bienville Capital Management New York	$3.88M	-$1.16M	6	0.43%	Reduced
3211	QCIG Quad-Cities Investment Group Davenport, Iowa	$3.87M	-$260K	14	3.51%	Reduced
3212	Marino Stram & Associates Braintree, Massachusetts	$3.86M	+$120K	22	2.79%	Increased
3213	LSC Lesa Sroufe & Co Seattle, Washington	$3.86M	-$77.3K	2	3.3%	Reduced
3214	MFW Mosaic Family Wealth St. Louis, Missouri	$3.86M	+$255K	19	1.55%	Increased
3215	Avidian Wealth Enterprises Houston, Texas	$3.84M	+$1.63M	4	0.85%	Increased
3216	KWA KCS Wealth Advisory Los Angeles, California	$3.84M	+$591K	6	3.35%	Increased
3217	PIM Partner Investment Management San Francisco, California	$3.83M	-$3.71M	4	4.43%	Reduced
3218	Mainstay Capital Management Grand Blanc, Michigan	$3.83M	-$224K	4	2.93%	Reduced
3219	PAM Peninsula Asset Management Bradenton, Florida	$3.83M	+$474K	2	2.76%	Increased
3220	GI Gavea Investimentos Rj, Brazil	$3.82M	+$2.79M	1	1.2%	Increased
3221	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$3.82M	+$36.6K	5	4.41%	Increased
3222	FA Financial Advisors Andover, Massachusetts	$3.82M	+$282K	4	2.61%	Increased
3223	WCM Washington Capital Management Seattle, Washington	$3.8M	-$774K	3	4.31%	Reduced
3224	CCM Cox Capital Management Andover, Massachusetts	$3.77M	+$35.7K	2	4.08%	Increased
3225	UFG United Fire Group Cedar Rapids, Iowa	$3.76M	$0	4	1.4%	Maintained