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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
3501	DAMU Deltroit Asset Management (UK) London,	$41.3M	+$18.9M	1	5.95%	Increased
3502	BWM Bernicke Wealth Management Altoona, Wisconsin	$41.3M	-$740K	10	4.79%	Reduced
3503	DA Dover Advisors Richmond, Virginia	$41.3M	+$1.78M	9	16.91%	Increased
3504	GC Gilbert & Cook West Des Moines, Iowa	$41.3M	+$3.34M	12	4.75%	Increased
3505	FNWM Financial Network Wealth Management Draper, Utah	$41.3M	+$87.2K	8	11.7%	Increased
3506	TAFW Tred Avon Family Wealth Easton, Maryland	$41.3M	-$399K	15	12.62%	Reduced
3507	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$41.2M	-$1.53M	11	22.65%	Reduced
3508	HCM Hengehold Capital Management Cincinnati, Ohio	$41.2M	+$1.6M	17	3.2%	Increased
3509	BA Bellwether Advisors Lincoln, Nebraska	$41.2M	-$931K	15	6.11%	Reduced
3510	IPW Impact Partnership Wealth Marietta, Georgia	$41.2M	+$866K	25	4.01%	Increased
3511	CWG Crown Wealth Group Charlotte, North Carolina	$41.2M	+$1.47M	18	10.48%	Increased
3512	PWM Parkway Wealth Management Plano, Texas	$41.1M	+$1.99M	12	4.75%	Increased
3513	IGM Incline Global Management New York	$41.1M	-$858K	2	11.53%	Reduced
3514	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$41.1M	+$77.2K	11	14.89%	Increased
3515	ST Somerset Trust Somerset, Pennsylvania	$41.1M	-$348K	11	11.62%	Reduced
3516	TA Tiptree Advisors New York	$41.1M	-$16.1M	5	25.37%	Reduced
3517	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$41.1M	-$40.5K	4	31.53%	Reduced
3518	EW Evexia Wealth Stevens Point, Wisconsin	$41M	-$131K	6	11.11%	Reduced
3519	PA Paralel Advisors Denver, Colorado	$41M	-$11M	1	1.59%	Reduced
3520	RH RFG Holdings Argyle, Texas	$41M	+$5.24M	15	8.6%	Increased
3521	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$41M	+$12.3M	9	6.83%	Increased
3522	CAC Certified Advisory Corp Altamonte Springs, Florida	$41M	-$87.5K	15	3.3%	Reduced
3523	BTD BankPlus Trust Department Jackson, Mississippi	$40.9M	-$1.1M	22	9.56%	Reduced
3524	TIA Trust Investment Advisors Indianapolis, Indiana	$40.8M	-$1.53M	11	19.51%	Reduced
3525	PWP Pursue Wealth Partners Clayton, California	$40.8M	-$2.34M	15	22.86%	Reduced