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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
3301	SCG Sonata Capital Group Seattle, Washington	$1.8M	-$49.2K	1	1.3%	Reduced
3302	RC Reik & Co New York	$1.8M	+$131K	2	0.58%	Increased
3303	EI Elkhorn Investments Chicago, Illinois	$1.79M	-$2.35M	1	0.94%	Reduced
3304	CC Claybrook Capital Wellesley, Massachusetts	$1.79M	+$1.74M	8	1.27%	New
3305	TA Townsend & Associates Westminster, Colorado	$1.79M	+$1.79M	8	1.52%	New
3306	VCM Vivaldi Capital Management Chicago, Illinois	$1.78M	+$1.19M	3	1.5%	Increased
3307	PA Planning Alternatives Birmingham, Michigan	$1.75M	-$324K	3	0.31%	Reduced
3308	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$1.75M	-$864K	4	1.32%	Reduced
3309	CI CAZ Investments Houston, Texas	$1.74M	$0	2	3.91%	Maintained
3310	SMC S. Muoio & Co New York	$1.73M	-$164K	1	1.02%	Reduced
3311	DOA D'Orazio & Associates Falls Church, Virginia	$1.73M	+$17.4K	12	0.61%	Increased
3312	TFF The Family Firm Bethesda, Maryland	$1.72M	-$45.8K	5	0.68%	Reduced
3313	AEPG American Economic Planning Group Warren, New Jersey	$1.72M	+$391K	5	0.63%	Increased
3314	ACM AlphaStar Capital Management Cornelius, North Carolina	$1.72M	+$124K	4	0.44%	Increased
3315	HFA Huber Financial Advisors Lincolnshire, Illinois	$1.71M	+$1.68M	3	1.89%	New
3316	PO Private Ocean San Rafael, California	$1.7M	+$405K	15	0.95%	Increased
3317	LWA Lenox Wealth Advisors New York	$1.7M	+$885K	13	0.47%	Increased
3318	TSS Thomas Story & Son Culver, Indiana	$1.69M	-$1.7M	2	0.97%	Reduced
3319	FBFS First Business Financial Services Madison, Wisconsin	$1.69M	+$124K	3	0.31%	Increased
3320	DE Day & Ennis Macon, Georgia	$1.68M	+$146K	2	1.38%	Increased
3321	W WealthShield Cary, North Carolina	$1.66M	+$1.59M	6	1.01%	New
3322	WP WealthShield Partners Cary, North Carolina	$1.66M	+$1.59M	6	1.01%	New
3323	ARM Adirondack Research & Management Guilderland, New York	$1.63M	+$637K	3	0.64%	Increased
3324	FAG Financial Advisory Group Houston, Texas	$1.62M	+$54.4K	4	0.49%	Increased
3325	HCM Horrell Capital Management Little Rock, Arkansas	$1.61M	-$92.5K	6	0.84%	Reduced