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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	GWM Graybill Wealth Management Elmhurst, Illinois	$3.19M	+$18.1K	1	2.23%	Increased
3302	DLHL Donald L. Hagan LLC Sarasota, Florida	$3.18M	+$283K	5	2.76%	Increased
3303	EP Elkhorn Partners Omaha, Nebraska	$3.18M	$0	3	1.91%	Maintained
3304	FA FMA Advisory Harrisburg, Pennsylvania	$3.17M	+$192K	4	1.45%	Increased
3305	FMP Financial Management Professionals Austin, Texas	$3.17M	+$2.47M	12	1.27%	Increased
3306	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$3.16M	-$103K	4	0.59%	Reduced
3307	W Wealthquest Cincinnati, Ohio	$3.16M	-$6.45K	5	1.19%	Reduced
3308	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$3.15M	$0	6	1.31%	Maintained
3309	TIA Traphagen Investment Advisors Oradell, New Jersey	$3.14M	+$2.96M	7	0.89%	New
3310	CPA Cowen Prime Advisors New York	$3.13M	-$67.5K	9	1.62%	Reduced
3311	SAM Shamrock Asset Management Dallas, Texas	$3.13M	-$49.4K	8	2.48%	Reduced
3312	BA Bristol Advisors Conshohocken, Pennsylvania	$3.12M	-$288K	3	7.26%	Reduced
3313	Waverly Advisors Birmingham, Alabama	$3.12M	+$369K	6	0.48%	Increased
3314	AC AMS Capital Sao Paulo, Brazil	$3.1M	+$261K	1	1.48%	Increased
3315	PW Price Wealth Austin, Texas	$3.09M	-$110K	7	1.19%	Reduced
3316	HPC Hobart Private Capital Charlotte, North Carolina	$3.09M	+$1.1M	7	2.35%	Increased
3317	IFS Ifrah Financial Services Little Rock, Arkansas	$3.09M	+$195K	4	1.17%	Increased
3318	JM Jeneq Management New York	$3.08M	-$7.33M	1	2.65%	Reduced
3319	SCG Sonata Capital Group Seattle, Washington	$3.06M	+$409K	3	2.28%	Increased
3320	AF AMG Funds Stamford, Connecticut	$3.04M	-$734K	4	2.98%	Reduced
3321	HAM Hammer Asset Management Auburn, California	$3.04M	-$9.12K	1	2.69%	Reduced
3322	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$3.02M	+$48.9K	1	2.19%	Increased
3323	FGAM Financial Gravity Asset Management Lakeway, Texas	$2.99M	+$2.77M	29	2.42%	New
3324	BWA Burt Wealth Advisors North Bethesda, Maryland	$2.98M	+$318K	12	1.35%	Increased
3325	BWM Bernicke Wealth Management Altoona, Wisconsin	$2.96M	+$84.1K	3	1.86%	Increased