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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
3376	Inspire Investing Meridian, Idaho	$1.3M	+$1.35M	10	1.11%	New
3377	ACA Ackerman Capital Advisors Dallas, Texas	$1.3M	+$1.4M	3	0.55%	New
3378	CWM Cedar Wealth Management Walnut Creek, California	$1.3M	-$51.7K	7	0.77%	Reduced
3379	MinichMacGregor Wealth Management Saratoga Springs, New York	$1.3M	+$116K	17	1.02%	Increased
3380	Vista Capital Partners Portland, Oregon	$1.3M	+$23K	3	0.29%	Increased
3381	White Lighthouse Investment Management Bedford, Massachusetts	$1.3M	+$1.26M	3	0.75%	New
3382	BI Ballast Inc Lexington, Kentucky	$1.3M	+$1.27M	3	1.1%	New
3383	Allstate Corporation Northbrook, Illinois	$1.29M	+$526K	4	0.07%	Increased
3384	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$1.28M	+$537K	4	1.31%	Increased
3385	BCM Beryl Capital Management Redondo Beach, California	$1.28M	+$1.21M	1	0.71%	New
3386	PDS Planning Dublin, Ohio	$1.27M	+$1.26M	4	1.29%	New
3387	SA Springowl Associates New York	$1.27M	$0	1	0.83%	Maintained
3388	CAM Concorde Asset Management Ann Arbor, Michigan	$1.26M	-$1.26M	3	1.6%	Reduced
3389	MFS Madrona Financial Services Everett, Washington	$1.26M	-$16.3K	1	1.06%	Reduced
3390	Tirschwell & Loewy New York	$1.26M	-$60.8K	1	0.18%	Reduced
3391	GS Gagnon Securities New York	$1.26M	+$64.5K	2	0.45%	Increased
3392	XS XML Securities Bethesda, Maryland	$1.26M	+$1.25M	2	1.61%	New
3393	Almanack Investment Partners Wayne, Pennsylvania	$1.25M	+$232K	4	0.49%	Increased
3394	AIA Armor Investment Advisors Raleigh, North Carolina	$1.24M	+$563K	3	1.13%	Increased
3395	SCM SkyTop Capital Management Rutherford, New Jersey	$1.23M	+$1.29M	1	1.25%	New
3396	EGI EAM Global Investors Solana Beach, California	$1.23M	+$744K	1	0.63%	New
3397	RTS Round Table Services Westfield, New Jersey	$1.22M	+$278K	3	0.42%	Increased
3398	JFM Jackson Financial Management Costa Mesa, California	$1.2M	+$1.21M	3	1.1%	New
3399	OPWM Oak Point Wealth Management Portage, Michigan	$1.2M	+$1.15M	5	1.18%	New
3400	2L 22NW LP Seattle, Washington	$1.18M	+$930K	1	0.58%	Increased