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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
3401	Dynasty Wealth Management St. Petersburg, Florida	$1.3M	-$625K	4	0.54%	Reduced
3402	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.29M	-$115K	2	0.94%	Reduced
3403	Conestoga Capital Advisors Wayne, Pennsylvania	$1.27M	-$113K	4	0.05%	Reduced
3404	P8IP Pier 88 Investment Partners San Francisco, California	$1.27M	-$10.2K	3	0.61%	Reduced
3405	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.27M	-$60K	17	0.99%	Reduced
3406	PP PDS Planning Dublin, Ohio	$1.26M	-$10.7K	4	1.27%	Reduced
3407	IECM Intrinsic Edge Capital Management Chicago, Illinois	$1.26M	-$14.4M	1	0.19%	Reduced
3408	SPL Smart Portfolios LLC Seattle, Washington	$1.25M	+$1.28M	4	0.82%	New
3409	ACM Armbruster Capital Management Pittsford, New York	$1.24M	-$192K	8	0.58%	Reduced
3410	WP WealthShield Partners Cary, North Carolina	$1.21M	-$400K	4	0.77%	Reduced
3411	TL Tirschwell & Loewy New York	$1.21M	-$54K	1	0.17%	Reduced
3412	UIA UBP Investment Advisors Geneva, Switzerland	$1.2M	+$138K	3	1.3%	Increased
3413	SHJ Sharkey, Howes & Javer Denver, Colorado	$1.18M	+$22.3K	7	0.67%	Increased
3414	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.18M	-$341K	2	0.74%	Reduced
3415	Alesco Advisors Pittsford, New York	$1.18M	+$22.8K	2	0.07%	Increased
3416	HP HT Partners Centerbrook, Connecticut	$1.14M	+$16.6K	3	0.47%	Increased
3417	PSF Pacific Sun Financial Los Angeles, California	$1.14M	-$13.2M	2	1.5%	Reduced
3418	RAM Riggs Asset Management Dallas, Pennsylvania	$1.14M	-$385K	10	0.47%	Reduced
3419	HA Havens Advisors New York	$1.14M	+$1.19M	1	0.87%	New
3420	QCMA Quad Capital Management Advisors New York	$1.13M	-$169K	2	0.99%	Reduced
3421	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.1M	+$1.25M	1	0.85%	New
3422	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$1.1M	+$1.16M	3	0.04%	New
3423	DCM Dynamic Capital Management St. Helier, Jersey	$1.08M	-$15.2M	3	2.68%	Reduced
3424	DA Doliver Advisors Houston, Texas	$1.08M	+$1.2M	2	0.47%	Increased
3425	SP SWS Partners Columbus, Ohio	$1.07M	+$47.5K	13	0.79%	Increased