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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	BBA Baker Bros. Advisors New York	$922K	$0	1	0.01%	Maintained
3452	TFCP Twin Focus Capital Partners Boston, Massachusetts	$921K	$0	2	0.47%	Maintained
3453	ICA Infrastructure Capital Advisors New York	$895K	+$314K	2	0.09%	Increased
3454	RIM Redwood Investment Management Scottsdale, Arizona	$892K	+$802K	2	0.38%	New
3455	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$891K	+$5.47K	9	0.35%	Increased
3456	PCC Park Circle Company Baltimore, Maryland	$885K	$0	3	0.49%	Maintained
3457	Advent Capital Management New York	$884K	-$1.87M	1	0.02%	Reduced
3458	EWF Epstein & White Financial San Diego, California	$879K	+$832K	3	0.51%	New
3459	GA Geller Advisors New York	$876K	-$14.4K	2	0.44%	Reduced
3460	PCFFS Pacific Center for Financial Services San Ramon, California	$873K	+$20.5K	10	0.53%	Increased
3461	SRSA S.R. Schill & Associates Mercer Island, Washington	$872K	+$8.2K	1	0.54%	Increased
3462	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$860K	+$846K	2	0.77%	New
3463	DC Derby & Company Newton, Massachusetts	$859K	+$852K	1	0.58%	New
3464	Orgel Wealth Management Altoona, Wisconsin	$848K	+$39.5K	2	0.21%	Increased
3465	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$839K	-$51K	3	7.07%	Reduced
3466	BW Biegel & Waller Columbia, Maryland	$825K	-$257K	2	0.48%	Reduced
3467	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$815K	+$10K	6	0.44%	Increased
3468	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$813K	+$364K	1	0.62%	Increased
3469	GWI Grace & White Inc Ny, New York	$784K	-$19.3K	1	0.16%	Reduced
3470	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$782K	+$757K	2	0.65%	New
3471	TCM TD Capital Management Memphis, Tennessee	$776K	+$63.5K	9	0.21%	Increased
3472	AIA Arbor Investment Advisors Winston Salem, North Carolina	$774K	+$28.1K	2	0.34%	Increased
3473	SFC SYM Financial Corp Winona Lake, Indiana	$769K	+$752K	2	0.35%	New
3474	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$765K	-$148K	2	0.84%	Reduced
3475	SMH Sanders Morris Harris Houston, Texas	$762K	+$172K	3	0.32%	Increased