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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
3451	NFG Nadler Financial Group Deerfield, Illinois	$42.8M	-$211K	12	3.63%	Reduced
3452	AM Atwater Malick Lancaster, Pennsylvania	$42.8M	+$3.21M	9	9.32%	Increased
3453	LCG Lisanti Capital Growth New York	$42.8M	+$11.6M	7	9.41%	Increased
3454	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$42.8M	-$237K	7	8.63%	Reduced
3455	KAM Karani Asset Management New York	$42.8M	+$2.16M	7	30.82%	Increased
3456	CSA Cottage Street Advisors Marion, Massachusetts	$42.6M	-$2.47M	11	16.49%	Reduced
3457	EI EAM Investors Solana Beach, California	$42.6M	+$5.87M	11	3.79%	Increased
3458	AFIA America First Investment Advisors Omaha, Nebraska	$42.6M	+$176K	6	7.9%	Increased
3459	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$42.4M	-$583K	14	3.65%	Reduced
3460	RPSA Richard P. Slaughter Associates Austin, Texas	$42.4M	-$3.25M	11	8.3%	Reduced
3461	AG AmeriFlex Group Las Vegas, Nevada	$42.3M	+$1.62M	45	17.3%	Increased
3462	APG Abacus Planning Group Columbia, South Carolina	$42.3M	-$720K	16	5.23%	Reduced
3463	UM Ulysses Management New York	$42.3M	-$13.8M	2	8.36%	Reduced
3464	BFC Bedel Financial Consulting Indianapolis, Indiana	$42.3M	+$1.44M	14	3.97%	Increased
3465	CC Constitution Capital Shelton, Connecticut	$42.3M	+$1.19M	5	21.69%	Increased
3466	HWM Horizon Wealth Management La Grange, Illinois	$42.2M	-$3.28M	14	5.37%	Reduced
3467	GSB Greenfield Savings Bank Greenfield, Massachusetts	$42.1M	-$448K	12	15.99%	Reduced
3468	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$42.1M	+$4.24M	15	6.17%	Increased
3469	WA WBH Advisory Baltimore, Maryland	$42.1M	-$673K	17	2.83%	Reduced
3470	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$42.1M	-$1.7M	15	9.23%	Reduced
3471	VP Vitruvian Partners London, United Kingdom	$42M	-$40.4M	1	20.92%	Reduced
3472	PGIM Custom Harvest Newark, New Jersey	$42M	+$4.59M	14	0.53%	Increased
3473	GCA Gradient Capital Advisors San Diego, California	$42M	-$2.2M	13	9.73%	Reduced
3474	CC Citrine Capital San Francisco, California	$42M	+$254K	8	15.54%	Increased
3475	HA Harfst & Associates Sheridan, Wyoming	$41.9M	-$2.56M	10	6.51%	Reduced