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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	SC Solstein Capital Menlo Park, California	$1.32M	-$166K	1	6.22%	Reduced
3402	Conestoga Capital Advisors Wayne, Pennsylvania	$1.32M	$0	4	0.04%	Maintained
3403	CCM Colorado Capital Management Boulder, Colorado	$1.31M	-$5.49M	4	0.89%	Reduced
3404	UIA UBP Investment Advisors Geneva, Switzerland	$1.31M	$0	3	1.54%	Maintained
3405	MGAM McGowan Group Asset Management Dallas, Texas	$1.3M	+$303K	4	0.22%	Increased
3406	SHJ Sharkey, Howes & Javer Denver, Colorado	$1.3M	+$194	7	0.72%	Increased
3407	AIA Arcadia Investment Advisors Eagle, Idaho	$1.3M	+$918K	3	1.03%	Increased
3408	Xponance Philadelphia, Pennsylvania	$1.29M	-$1.18M	2	0.59%	Reduced
3409	GA Gateway Advisory Westfield, New Jersey	$1.26M	+$102K	2	0.36%	Increased
3410	EWF Epstein & White Financial San Diego, California	$1.26M	+$378K	4	0.93%	Increased
3411	TA TMD & Associates Scottsdale, Arizona	$1.26M	+$404K	2	0.98%	Increased
3412	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.25M	+$11.2K	1	0.67%	Increased
3413	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.24M	+$20.4K	2	0.77%	Increased
3414	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.24M	-$70.1K	18	0.88%	Reduced
3415	SA Springowl Associates New York	$1.24M	-$2.87M	1	0.87%	Reduced
3416	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$1.24M	-$293K	4	0.13%	Reduced
3417	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$1.23M	$0	3	0.04%	Maintained
3418	AIP Almanack Investment Partners Wayne, Pennsylvania	$1.22M	-$284K	5	0.55%	Reduced
3419	PVAM Pacific View Asset Management San Francisco, California	$1.22M	+$271K	3	0.96%	Increased
3420	SFS Summit Financial Strategies Columbus, Ohio	$1.21M	+$73.8K	2	0.59%	Increased
3421	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$1.19M	+$305K	4	0.66%	Increased
3422	CGA Crescent Grove Advisors Lake Forest, Illinois	$1.19M	-$288K	1	0.29%	Reduced
3423	BA Bard Associates Chicago, Illinois	$1.19M	+$1.15M	1	0.55%	Increased
3424	RVPG Relative Value Partners Group	$1.16M	-$544K	1	0.13%	Reduced
3425	OA Opes Advisors Cupertino, California	$1.14M	+$855K	3	0.84%	Increased