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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
3651	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$60K	-$37K	3	0.04%	Reduced
3652	AWM Avondale Wealth Management West Lake Hills, Texas	$60K	$0	3	0.05%	Maintained
3653	Sageworth Trust Lancaster, Pennsylvania	$56K	-$122K	1	0.01%	Reduced
3654	First Command Advisory Services Fort Worth, Texas	$50K	+$51.2K	2	0%	Increased
3655	IAS INR Advisory Services Media, Pennsylvania	$37K	+$5.47K	3	0.01%	Increased
3656	RIM Ranger Investment Management Dallas, Texas	$34K	$0	2	0%	Maintained
3657	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$25K	+$23.7K	3	0.02%	New
3658	LGWM Litman Gregory Wealth Management Larkspur, California	$20K	-$418K	3	0.01%	Reduced
3659	NR Newfound Research Wellesley Hills, Massachusetts	$6K	+$193	4	0%	Increased
3660	PSC Piper Sandler & Co Minneapolis, Minnesota	$4K	+$4.11K	2	0%	New
3661	Tortoise Capital Advisors Overland Park, Kansas	$3K	$0	2	0%	Maintained
3662	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained
3663	Advent Capital Management New York	$0	-$1.81M	0	–	Closed
3664	AC Ashler Capital Chicago, Illinois	$0	-$755K	0	–	Closed
3665	BWM Biltmore Wealth Management Tempe, Arizona	$0	-$563K	0	–	Closed
3666	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$0	-$1.56M	0	–	Closed
3667	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$334K	0	–	Closed
3668	BWM Brickley Wealth Management San Mateo, California	$0	-$273K	0	–	Closed
3669	CCA Castle Creek Arbitrage Avon, Colorado	$0	-$6.78M	0	–	Closed
3670	CAM Chandler Asset Management San Diego, California	$0	-$191K	0	–	Closed
3671	CCM Cloverdale Capital Management Dallas, Texas	$0	-$23.9M	0	–	Closed
3672	CFG CNO Financial Group Carmel, Indiana	$0	-$2K	0	–	Closed
3673	Context Capital Management Lajolla, California	$0	-$1.39M	0	–	Closed
3674	CIM Corbyn Investment Management Lutherville, Maryland	$0	-$59K	0	–	Closed
3675	CPP Crow Point Partners Boston, Massachusetts	$0	-$726K	0	–	Closed