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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
3576	JCM Jacobsen Capital Management Salt Lake City, Utah	$39.5M	+$437K	16	11.57%	Increased
3577	FSWA Financial Synergies Wealth Advisors Houston, Texas	$39.5M	+$1.9M	9	3.35%	Increased
3578	BAM Byrne Asset Management Kingston, New Jersey	$39.5M	-$3.26M	21	21.32%	Reduced
3579	TIA Tiemann Investment Advisors Menlo Park, California	$39.4M	-$1.09M	16	14.29%	Reduced
3580	PFS Prospect Financial Services Melville, New York	$39.4M	-$1.03M	15	19.94%	Reduced
3581	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$39.4M	+$10.9M	35	14.32%	Increased
3582	HGWM Horst & Graben Wealth Management Portland, Oregon	$39.3M	-$4.14M	16	5.17%	Reduced
3583	M MATAURO New York	$39.3M	+$7.66M	17	5.19%	Increased
3584	OIA Oakmont Investment Advisors Pittsburgh, Pennsylvania	$39.3M	-$1.98M	12	27.25%	Reduced
3585	CCC Chelsea Counsel Company Los Angeles, California	$39.3M	-$1.06M	16	16.63%	Reduced
3586	MA MW Advisory Atlanta, Georgia	$39.3M	+$39M	14	15.69%	New
3587	CU CDAM (UK) London, United Kingdom	$39.3M	-$3.79M	1	10.14%	Reduced
3588	GAA Green Alpha Advisors Niwot, Colorado	$39.3M	-$556K	12	26.34%	Reduced
3589	MIM Merrion Investment Management Cranford, New Jersey	$39.3M	-$1.76M	8	18.58%	Reduced
3590	VIP Vista Investment Partners Oklahoma City, Oklahoma	$39.2M	-$867K	13	9.88%	Reduced
3591	AFG ABLE Financial Group Scottsdale, Arizona	$39.2M	+$5.79M	15	6.58%	Increased
3592	ACM Argyle Capital Management Center Valley, Pennsylvania	$39.2M	-$423K	10	11.29%	Reduced
3593	GWA Gratus Wealth Advisors Virginia Beach, Virginia	$39.2M	-$559K	9	4.99%	Reduced
3594	OL Odyssean LLC Darien, Connecticut	$39.1M	+$19.2M	27	6.37%	Increased
3595	TAM Tucker Asset Management Littleton, Colorado	$39.1M	+$3.37M	21	9.66%	Increased
3596	MPW MA Private Wealth San Carlos, California	$39.1M	-$873K	10	5.82%	Reduced
3597	OWM Orca Wealth Management New Port Richey, Florida	$39.1M	+$490K	11	23.45%	Increased
3598	4WM 44 Wealth Management Eugene, Oregon	$39M	-$2.68M	11	12.92%	Reduced
3599	SWP Summit Wealth Partners Orlando, Florida	$39M	+$2.92M	16	5.56%	Increased
3600	Catalyst Capital Advisors Huntington, New York	$39M	+$687K	22	0.65%	Increased