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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
3626	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$38.6M	+$6.54M	11	6.28%	Increased
3627	MCM Mattern Capital Management Lakewood, Colorado	$38.5M	-$147K	10	4.5%	Reduced
3628	RWS Resolute Wealth Strategies Jackson, Mississippi	$38.5M	+$1.93M	16	14.92%	Increased
3629	WCM WealthBridge Capital Management Westerville, Ohio	$38.5M	-$533K	11	7.64%	Reduced
3630	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$38.4M	-$1.66M	11	16.61%	Reduced
3631	CP Clarendon Private Boston, Massachusetts	$38.4M	+$952K	13	24.7%	Increased
3632	LWP LMG Wealth Partners Shreveport, Louisiana	$38.4M	-$1.46M	13	6.14%	Reduced
3633	PWMG Prestige Wealth Management Group Flemington, New Jersey	$38.4M	+$3.58M	34	6.97%	Increased
3634	MWP Madison Wealth Partners Madison, Wisconsin	$38.4M	+$7.74M	16	4.89%	Increased
3635	FSA Financial Sense Advisors San Diego, California	$38.4M	+$22.1M	10	7.55%	Increased
3636	EPA Element Pointe Advisors Miami, Florida	$38.3M	-$463K	13	6.17%	Reduced
3637	PA Probity Advisors Dallas, Texas	$38.3M	-$1.88M	15	5.47%	Reduced
3638	SWM Silverlake Wealth Management Williston, Vermont	$38.3M	+$553K	14	7.25%	Increased
3639	EIP Easterly Investment Partners Beverly, Massachusetts	$38.2M	+$6.9M	10	1.94%	Increased
3640	PP Patron Partners Houston, Texas	$38.2M	+$1.08M	17	14.68%	Increased
3641	CL CSS LLC Chicago, Illinois	$38.2M	+$21.7M	21	1.49%	Increased
3642	AIC Ayalon Insurance Company Ramat Gan, Israel	$38.2M	+$15.5M	6	4.68%	Increased
3643	BFA Beacon Financial Advisory Cleveland, Ohio	$38.1M	+$2.18M	24	7.51%	Increased
3644	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$38.1M	-$291K	15	9.95%	Reduced
3645	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$38.1M	-$3.17M	14	3.48%	Reduced
3646	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$38.1M	+$7.73M	20	3.01%	Increased
3647	NWMG National Wealth Management Group Cincinnati, Ohio	$38.1M	-$1.18M	15	11.78%	Reduced
3648	FCB First County Bank Stamford, Connecticut	$38.1M	+$1.4M	14	17.93%	Increased
3649	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$38.1M	-$1.46M	14	8.56%	Reduced
3650	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$38.1M	-$1.18M	10	11.39%	Reduced