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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	PWM Paulson Wealth Management Wheaton, Illinois	$1.82M	-$2.54K	4	1.38%	Reduced
3502	HFA Hoover Financial Advisors Malvern, Pennsylvania	$1.82M	+$242K	5	1.74%	Increased
3503	RBC Roble Belko & Company Sewickley, Pennsylvania	$1.81M	-$140K	12	0.62%	Reduced
3504	ASP Adams Street Partners Chicago, Illinois	$1.8M	+$1.88M	1	0.35%	New
3505	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$1.79M	-$218K	3	1.61%	Reduced
3506	CHA Cooper/Haims Advisors Victor, New York	$1.77M	-$71.2K	4	1.13%	Reduced
3507	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.77M	-$2.86M	5	2.29%	Reduced
3508	ACM AlphaStar Capital Management Cornelius, North Carolina	$1.76M	+$117K	4	0.49%	Increased
3509	AEPG American Economic Planning Group Warren, New Jersey	$1.76M	+$234K	5	0.55%	Increased
3510	AMG Asset Management Group Stamford, Connecticut	$1.76M	+$9.7K	4	0.64%	Increased
3511	KI Koch Industries Wichita, Kansas	$1.76M	$0	1	1.36%	Maintained
3512	CPR CSU Producer Resources Fairfield, Ohio	$1.75M	$0	2	7.03%	Maintained
3513	LC Landaas & Company Milwaukee, Wisconsin	$1.72M	-$100K	3	1.25%	Reduced
3514	FAG Financial Advisory Group Houston, Texas	$1.72M	-$208K	3	0.48%	Reduced
3515	Tenor Capital Management New York	$1.72M	+$1.48M	1	0.1%	New
3516	WCM Windsor Capital Management Phoenix, Arizona	$1.72M	-$77.8K	4	0.81%	Reduced
3517	IR Invictus RG Hamilton, Bermuda	$1.72M	+$1.55M	3	6.58%	New
3518	RWG Regal Wealth Group Seal Beach, California	$1.71M	-$242K	9	1.23%	Reduced
3519	ACP Arcus Capital Partners Atlanta, Georgia	$1.7M	-$153K	5	0.66%	Reduced
3520	SAS Stelac Advisory Services New York	$1.7M	$0	6	0.82%	Maintained
3521	PCMC Private Capital Management (Colorado) Denver, Colorado	$1.7M	+$132K	3	1.26%	Increased
3522	FDS First Dallas Securities Dallas, Texas	$1.7M	+$103K	3	1.22%	Increased
3523	KTM Keeler Thomas Management Orem, Utah	$1.69M	+$955K	1	1.42%	Increased
3524	JIP JBJ Investment Partners Charleston, South Carolina	$1.69M	+$1.57M	6	0.64%	New
3525	PL Polianta Ltd St Helier, Jersey	$1.68M	+$184K	1	0.63%	Increased