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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	SCA SMH Capital Advisors Fort Worth, Texas	$698K	+$720K	1	1.08%	New
3502	FCM Ferox Capital Management London, United Kingdom	$696K	+$700K	1	0.48%	New
3503	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$691K	+$453K	9	0.48%	Increased
3504	KFA Kabarec Financial Advisors Palatine, Illinois	$677K	-$5.85K	2	0.43%	Reduced
3505	VFP Verus Financial Partners Richmond, Virginia	$674K	-$284K	2	0.26%	Reduced
3506	CFIA Cantor Fitzgerald Investment Advisors New York	$650K	-$3.45K	2	0.08%	Reduced
3507	EIA Eldridge Investment Advisors Manchester, New Hampshire	$650K	+$202K	1	0.49%	Increased
3508	DP Denver PWM Denver, Colorado	$648K	+$2.83K	1	0.58%	Increased
3509	PD Planning Directions Glen Mills, Pennsylvania	$648K	+$697K	2	0.63%	New
3510	UIM Underhill Investment Management Greenbrae, California	$643K	-$309K	1	0.31%	Reduced
3511	KC KHP Capital Tulsa, Oklahoma	$642K	+$169K	6	0.45%	Increased
3512	AWMG Alliance Wealth Management Group Flemington, New Jersey	$633K	+$2.65K	2	0.3%	Increased
3513	DFIG Dragon Financial & Investment Group San Mateo, California	$628K	+$302K	2	0.57%	Increased
3514	SCP Sandhill Capital Partners Buffalo, New York	$619K	+$16.3K	1	0.1%	Increased
3515	BC Blueport Capital Fort Worth, Texas	$617K	+$620K	1	6.3%	Increased
3516	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$614K	+$12.8K	2	0.4%	Increased
3517	TIM Tikehau Investment Management Paris, France	$612K	+$613K	1	0.17%	New
3518	CWM Capital Wealth Management W. Warwick, Rhode Island	$607K	$0	1	0.57%	Maintained
3519	SL Signition LP New York	$589K	+$226K	3	0.72%	Increased
3520	JWM Janiczek Wealth Management Denver, Colorado	$586K	$0	2	0.33%	Maintained
3521	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$580K	-$69.3K	2	0.33%	Reduced
3522	BWM Biltmore Wealth Management Tempe, Arizona	$563K	+$5.6K	1	0.53%	Increased
3523	Private Management Group Irvine, California	$563K	$0	1	0.03%	Maintained
3524	BIA Barry Investment Advisors New Bedford, Massachusetts	$559K	+$45.2K	1	0.21%	Increased
3525	LA LexAurum Advisors Overland Park, Kansas	$557K	-$24.8K	1	0.47%	Reduced