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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	CPA Columbia Pacific Advisors Seattle, Washington	$1.8M	+$1.57M	2	2.11%	New
3327	ARM Adirondack Research & Management Guilderland, New York	$1.8M	+$720	3	0.7%	Increased
3328	CWA Clarus Wealth Advisors Peoria, Arizona	$1.79M	+$442K	11	1.36%	Increased
3329	DOA D'Orazio & Associates Falls Church, Virginia	$1.79M	-$4.18K	11	0.69%	Reduced
3330	FIMG Financial & Investment Management Group Traverse City, Michigan	$1.78M	-$8.24K	2	0.56%	Reduced
3331	NWM Northwest Wealth Management Spencer, Iowa	$1.78M	+$77.4K	15	1.34%	Increased
3332	MC Matisse Capital Portland, Oregon	$1.77M	+$97	2	1.4%	Increased
3333	EA Elm Advisors Burlingame, California	$1.77M	-$59.8K	4	1.36%	Reduced
3334	ACM Alethea Capital Management Mercer Island, Washington	$1.76M	+$297K	4	3.01%	Increased
3335	PIA Pinion Investment Advisors Wichita, Kansas	$1.75M	+$70K	3	3.4%	Increased
3336	FSCM Front Street Capital Management Missoula, Montana	$1.75M	-$16.5K	1	0.68%	Reduced
3337	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$1.75M	-$257K	10	1.7%	Reduced
3338	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.75M	-$11.3M	10	0.39%	Reduced
3339	FTB First Trust Bank Nassau, Bahamas	$1.74M	-$3.9M	1	5.33%	Reduced
3340	PTCG Pring Turner Capital Group Alamo, California	$1.73M	-$177K	1	1.83%	Reduced
3341	LC Landaas & Company Milwaukee, Wisconsin	$1.73M	+$404K	9	1.38%	Increased
3342	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.73M	+$11.4K	11	0.54%	Increased
3343	FDS First Dallas Securities Dallas, Texas	$1.73M	-$128K	2	1.1%	Reduced
3344	TIM Total Investment Management Scottsdale, Arizona	$1.73M	+$3.19K	3	0.4%	Increased
3345	CPR CSU Producer Resources Fairfield, Ohio	$1.72M	$0	2	7.21%	Maintained
3346	CI CAZ Investments Houston, Texas	$1.72M	$0	2	4.72%	Maintained
3347	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$1.71M	+$22.8K	1	1.12%	Increased
3348	BI Bramshill Investments Naples, Florida	$1.71M	+$595K	1	0.66%	Increased
3349	CAM Concorde Asset Management Ann Arbor, Michigan	$1.7M	+$58K	4	1.94%	Increased
3350	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$1.69M	-$56.3K	2	0.58%	Reduced