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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
3351	MFS Madrona Financial Services Everett, Washington	$1.54M	+$200K	1	1.23%	Increased
3352	APG Abacus Planning Group Columbia, South Carolina	$1.53M	+$462K	3	1.25%	Increased
3353	FFW Fusion Family Wealth Woodbury, New York	$1.53M	-$32.3K	8	0.51%	Reduced
3354	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$1.52M	+$550K	3	0.19%	Increased
3355	WVP Worth Venture Partners Fort Lee, New Jersey	$1.52M	-$1.1M	3	1.33%	Reduced
3356	CAM Concorde Asset Management Ann Arbor, Michigan	$1.52M	+$278K	4	1.85%	Increased
3357	LP Luzich Partners Las Vegas, Nevada	$1.51M	-$3.29M	1	1.49%	Reduced
3358	CCG Chatham Capital Group Savannah, Georgia	$1.51M	-$52.1K	4	0.41%	Reduced
3359	PIA Pinion Investment Advisors Wichita, Kansas	$1.49M	+$1.59M	3	3.2%	New
3360	ML McAdam LLC Philadelphia, Pennsylvania	$1.49M	+$1.55M	15	0.68%	New
3361	C Cerebellum San Francisco, California	$1.48M	+$22.6K	10	1.89%	Increased
3362	BF Blankinship & Foster Solana Beach, California	$1.48M	+$64	3	0.98%	Increased
3363	CP Coho Partners Berwyn, Pennsylvania	$1.47M	-$3.02K	2	0.04%	Reduced
3364	ACA Ackerman Capital Advisors Dallas, Texas	$1.47M	+$32K	3	0.59%	Increased
3365	ACM AlphaStar Capital Management Cornelius, North Carolina	$1.47M	-$345K	3	0.56%	Reduced
3366	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$1.46M	-$401K	4	1.22%	Reduced
3367	DCM Delpha Capital Management New York	$1.46M	-$1.99M	3	2%	Reduced
3368	BI Ballast Inc Lexington, Kentucky	$1.46M	+$156K	3	1.16%	Increased
3369	AEPG American Economic Planning Group Warren, New Jersey	$1.45M	-$303K	4	0.53%	Reduced
3370	AIP Almanack Investment Partners Wayne, Pennsylvania	$1.44M	+$186K	6	0.55%	Increased
3371	RWG Regal Wealth Group Seal Beach, California	$1.44M	+$19.2K	10	1.11%	Increased
3372	NorthRock Partners Minneapolis, Minnesota	$1.44M	-$249K	3	0.47%	Reduced
3373	XS XML Securities Bethesda, Maryland	$1.43M	+$178K	5	1.78%	Increased
3374	HPC Hobart Private Capital Charlotte, North Carolina	$1.43M	+$154K	4	1.26%	Increased
3375	NVIM New Vernon Investment Management Highland Park, Illinois	$1.43M	$0	2	1.71%	Maintained