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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
3426	PEA Pacific Edge Advisors Corona Del Mar, California	$1.07M	+$1.13M	3	0.66%	New
3427	GA Gateway Advisory Westfield, New Jersey	$1.07M	-$538K	2	0.31%	Reduced
3428	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.06M	-$131K	1	0.59%	Reduced
3429	RBC Roble Belko & Company Sewickley, Pennsylvania	$1.05M	+$68.7K	10	0.41%	Increased
3430	FFS Founders Financial Securities Towson, Maryland	$1.05M	+$22.8K	1	0.34%	Increased
3431	DSN D. Scott Neal Lexington, Kentucky	$1.04M	+$82.2K	9	0.59%	Increased
3432	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$1.04M	$0	2	0.37%	Maintained
3433	DCM Dimension Capital Management Coral Gables, Florida	$1.03M	-$911K	2	0.58%	Reduced
3434	BI Bramshill Investments Naples, Florida	$1.02M	-$1.03M	1	0.33%	Reduced
3435	SFS Summit Financial Strategies Columbus, Ohio	$1.02M	-$21.1K	2	0.53%	Reduced
3436	CC Claybrook Capital Wellesley, Massachusetts	$1.01M	+$4.21M	9	0.66%	Increased
3437	GA Geller Advisors New York	$996K	+$79K	2	0.49%	Increased
3438	PVAM Pacific View Asset Management San Francisco, California	$996K	-$13.1K	2	0.75%	Reduced
3439	PS Portfolio Strategies Monsey, New York	$995K	-$1.97M	9	0.77%	Reduced
3440	RPA Rock Point Advisors Burlington, Vermont	$995K	-$25.1K	2	0.49%	Reduced
3441	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$994K	-$19.3K	8	0.81%	Reduced
3442	FMA FNY Managed Accounts New York	$993K	-$2.4M	9	1.19%	Reduced
3443	CG Corundum Group Colorado Springs, Colorado	$989K	-$227K	3	1.07%	Reduced
3444	CM Cornerstone Management Duluth, Georgia	$985K	$0	1	0.56%	Maintained
3445	PAS Point72 Asia (Singapore) Singapore	$954K	+$1.05M	1	18.6%	New
3446	DC Diametric Capital Boston, Massachusetts	$952K	-$3.28M	2	0.72%	Reduced
3447	BW Biegel & Waller Columbia, Maryland	$942K	+$82.8K	2	0.6%	Increased
3448	MGAM McGowan Group Asset Management Dallas, Texas	$941K	-$462K	2	0.16%	Reduced
3449	BFG Bouchey Financial Group Troy, New York	$940K	-$107K	2	0.27%	Reduced
3450	SRSA S.R. Schill & Associates Mercer Island, Washington	$939K	+$9.14K	1	0.58%	Increased