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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
3326	FPW Fairvoy Private Wealth Birmingham, Alabama	$46.2M	+$2.47M	15	9.33%	Increased
3327	GS GWN Securities Palm Beach Gardens, Florida	$46.1M	+$1.76M	25	7.71%	Increased
3328	MCA Magnolia Capital Advisors Jackson, Mississippi	$46M	+$426K	17	7.9%	Increased
3329	TWM Thrive Wealth Management Audubon, Pennsylvania	$46M	-$151K	19	5.85%	Reduced
3330	WI WrapManager Inc Mill Valley, California	$46M	+$497K	15	14.4%	Increased
3331	DF Donoghue Forlines Boston, Massachusetts	$46M	+$11.9M	13	11.9%	Increased
3332	Aequim Alternative Investments Mill Valley, California	$46M	+$27M	2	0.71%	Increased
3333	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$45.9M	-$2.49M	14	9.12%	Reduced
3334	SW StrongBox Wealth Lee's Summit, Missouri	$45.9M	-$332K	15	13.09%	Reduced
3335	LC Legacy CG Plano, Texas	$45.9M	+$817K	6	11.76%	Increased
3336	TTIC Tower Trust & Investment Company Davenport, Iowa	$45.9M	+$111K	16	27.87%	Increased
3337	BFA Blueprint Financial Advisors Greensboto, North Carolina	$45.9M	+$28.4M	5	5.1%	Increased
3338	CCM Corsair Capital Management New York	$45.9M	+$620K	9	5.74%	Increased
3339	ACM Adalta Capital Management New York	$45.9M	-$1.05M	7	20.14%	Reduced
3340	AT American Trust Lexington, Kentucky	$45.8M	+$6.25M	18	3.53%	Increased
3341	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$45.8M	-$1.06M	4	15.65%	Reduced
3342	GPA Garrison Point Advisors Walnut Creek, California	$45.8M	-$1.24M	11	18.58%	Reduced
3343	FZCM Flynn Zito Capital Management Garden City, New York	$45.8M	-$2.45M	15	12.45%	Reduced
3344	MWM Mattern Wealth Management Lawrence, Kansas	$45.7M	+$3.88M	11	7.5%	Increased
3345	PCM Pincus Capital Management New York	$45.7M	-$23.8K	10	27.23%	Reduced
3346	MWA Monograph Wealth Advisors Manhattan Beach, California	$45.7M	-$19.7M	7	3.75%	Reduced
3347	Fenimore Asset Management Cobleskill, New York	$45.6M	-$30.7M	3	0.94%	Reduced
3348	PWA Physician Wealth Advisors Midvale, Utah	$45.6M	-$4.15M	65	5.45%	Reduced
3349	MC Metavasi Capital Larchmont, New York	$45.6M	+$4.33M	2	15.91%	Increased
3350	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$45.6M	+$8.97M	7	22.5%	Increased