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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
3551	TMC Trellus Management Company Delray Beach, Florida	$3.52M	-$182K	2	5.9%	Reduced
3552	BRC Bell Rock Capital Rehoboth Beach, Delaware	$3.51M	-$78.2K	9	3.02%	Reduced
3553	BSA Bull Street Advisors Savannah, Georgia	$3.5M	+$30.5K	3	3.07%	Increased
3554	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$3.5M	+$3.27M	4	0.92%	New
3555	AIA Alera Investment Advisors Deerfield, Illinois	$3.49M	-$1.64M	5	1.59%	Reduced
3556	PW Price Wealth Austin, Texas	$3.49M	+$120K	14	1.09%	Increased
3557	EPA Element Pointe Advisors Miami, Florida	$3.48M	+$976K	5	1.82%	Increased
3558	HCM HM Capital Management Clayton, Missouri	$3.48M	+$43.8K	1	2.1%	Increased
3559	LIA LBMC Investment Advisors Brentwood, Tennessee	$3.48M	-$20.4K	6	0.49%	Reduced
3560	MPW Monterey Private Wealth Monterey, California	$3.47M	+$3.3M	5	2.79%	New
3561	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$3.47M	-$141K	6	1.25%	Reduced
3562	I2I Insight 2811 Inc Chicago, Illinois	$3.46M	+$53.6K	6	2.27%	Increased
3563	FWM Fairhaven Wealth Management Oak Brook, Illinois	$3.44M	-$227K	4	2.86%	Reduced
3564	SCM Seascape Capital Management Portsmouth, New Hampshire	$3.44M	+$3.31M	4	2.46%	New
3565	Americana Partners Houston, Texas	$3.43M	+$3.22M	19	1.92%	New
3566	NC NovaPoint Capital Atlanta, Georgia	$3.42M	+$3.22M	3	2.68%	New
3567	CP Camelot Portfolios Maumee, Ohio	$3.4M	-$15.5K	4	1.43%	Reduced
3568	&Partners Nashville, Tennessee	$3.4M	+$1.33M	8	4.04%	Increased
3569	AP Atlas Principals Charlotte, North Carolina	$3.39M	+$3M	1	1.23%	New
3570	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$3.39M	-$162K	3	1.91%	Reduced
3571	MCM Monument Capital Management Alexandria, Virginia	$3.39M	+$165K	2	1.73%	Increased
3572	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.39M	$0	3	2.56%	Maintained
3573	CPA Cowen Prime Advisors New York	$3.38M	-$98.7K	9	1.54%	Reduced
3574	OWA Outlook Wealth Advisors Shenandoah, Texas	$3.35M	+$352K	5	1.89%	Increased
3575	MC Matisse Capital Portland, Oregon	$3.35M	+$227K	2	2.37%	Increased