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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	LWM Lyons Wealth Management Winter Park, Florida	$1.28M	-$24.8K	1	2.53%	Reduced
3402	ACM Armbruster Capital Management Pittsford, New York	$1.27M	+$480K	3	0.56%	Increased
3403	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$1.27M	+$40.5K	3	0.83%	Increased
3404	TH Timber Hill Greenwich, Connecticut	$1.27M	+$1.05M	1	1.28%	Increased
3405	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.26M	+$73K	1	0.77%	Increased
3406	SA Springowl Associates New York	$1.25M	-$99.1K	2	1.01%	Reduced
3407	MAM Marquette Asset Management Minneapolis, Minnesota	$1.25M	+$795K	4	0.39%	Increased
3408	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$1.24M	+$246K	3	0.18%	Increased
3409	EIA Eldridge Investment Advisors Manchester, New Hampshire	$1.24M	+$351K	3	0.79%	Increased
3410	HCA Heck Capital Advisors Rhinelander, Wisconsin	$1.22M	+$160K	4	0.4%	Increased
3411	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$1.21M	-$67.9K	3	0.04%	Reduced
3412	MC Marcus Capital Northbrook, Illinois	$1.21M	+$211K	3	3.53%	Increased
3413	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$1.2M	$0	2	0.39%	Maintained
3414	SM Southport Management Wilson, Wyoming	$1.19M	$0	1	7.47%	Maintained
3415	Xponance Philadelphia, Pennsylvania	$1.18M	$0	2	0.4%	Maintained
3416	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$1.17M	+$941K	12	0.76%	Increased
3417	IFA Interactive Financial Advisors New Lenox, Illinois	$1.17M	+$58.2K	2	0.55%	Increased
3418	HJIM Henry James International Management New York	$1.16M	+$1.24M	2	0.44%	New
3419	ACP Aveo Capital Partners Englewood, Colorado	$1.16M	-$2.05M	4	0.52%	Reduced
3420	RPA Rock Point Advisors Burlington, Vermont	$1.16M	-$34.4K	2	0.52%	Reduced
3421	BC Blueport Capital Fort Worth, Texas	$1.14M	+$68.8K	2	12.88%	Increased
3422	UIA UBP Investment Advisors Geneva, Switzerland	$1.14M	+$1.22K	3	1.09%	Increased
3423	ML McAdam LLC Philadelphia, Pennsylvania	$1.14M	-$326K	16	0.42%	Reduced
3424	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$1.12M	-$217	1	0.88%	Reduced
3425	Reinhart Partners Mequon, Wisconsin	$1.1M	-$1.42M	4	0.1%	Reduced