← All themes

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
3676	FMN Financial Management Network Mission Viejo, California	$37.6M	-$253K	12	5.4%	Reduced
3677	SPCM Stoic Point Capital Management Palo Alto, California	$37.6M	+$4.47M	1	31.15%	Increased
3678	GWS Greykasell Wealth Strategies Danville, California	$37.5M	+$624K	19	13.63%	Increased
3679	MCA MSH Capital Advisors Scottsdale, Arizona	$37.5M	+$6.46M	17	6.52%	Increased
3680	SR Swiss Re Zurich, Switzerland	$37.5M	+$31.7M	20	3.41%	Increased
3681	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$37.5M	-$16.1M	10	3.22%	Reduced
3682	Channing Capital Management Chicago, Illinois	$37.4M	-$2.88M	3	0.86%	Reduced
3683	IDA Intelligence Driven Advisers Carlsbad, California	$37.4M	+$3.85M	16	6.07%	Increased
3684	CTFG Capstone Triton Financial Group Oklahoma City, Oklahoma	$37.4M	+$31.3M	14	21.52%	Increased
3685	TW Traveka Wealth Los Altos, California	$37.3M	+$655K	18	12.42%	Increased
3686	BMWS Brady Martz Wealth Solutions Grand Forks, North Dakota	$37.3M	-$819K	15	5.63%	Reduced
3687	SM Sweeney & Michel Chico, California	$37.3M	-$1.84M	11	9.78%	Reduced
3688	CIP Castlefield Investment Partners Manchester,	$37.3M	+$3.29M	5	25.3%	Increased
3689	WSFG Wall Street Financial Group Carlinville, Illinois	$37.2M	+$3.16M	17	19.9%	Increased
3690	OWA Outlook Wealth Advisors Shenandoah, Texas	$37.1M	+$337K	15	8.01%	Increased
3691	TWM Tortuga Wealth Management Torrance, California	$37M	+$999K	15	28.11%	Increased
3692	ROC Robertson Opportunity Capital Dallas, Texas	$37M	+$1.58M	3	14.37%	Increased
3693	WPW Watershed Private Wealth Oak Brook, Illinois	$37M	+$376K	14	10.41%	Increased
3694	APFP Action Point Financial Planning Grand Rapids, Michigan	$36.9M	+$34.8M	56	3.75%	Increased
3695	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$36.9M	+$348K	14	5.48%	Increased
3696	RA Riversedge Advisors Wilmington, Delaware	$36.9M	+$4.61M	19	4.86%	Increased
3697	KIG Kessler Investment Group Columbus, Indiana	$36.9M	+$8.68M	9	15.76%	Increased
3698	NRCM Northern Right Capital Management Darien, Connecticut	$36.9M	+$14.9M	3	10.95%	Increased
3699	SA Sicart Associates New York	$36.8M	+$6.7M	5	9.01%	Increased
3700	PFM Patton Fund Management Dallas, Texas	$36.8M	-$6.78M	9	7.96%	Reduced