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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
3726	GIP Gavilan Investment Partners Burlingame, California	$36.3M	+$2.14M	1	8.85%	Increased
3727	RWI Red Wave Investments Dillsburg, Pennsylvania	$36.3M	+$16.4M	9	9.22%	Increased
3728	S Steadtrust Allen, Texas	$36.3M	-$186K	14	18.35%	Reduced
3729	BWG Boomfish Wealth Group Alpharetta, Georgia	$36.3M	+$7.34M	10	16.52%	Increased
3730	BCM Barometer Capital Management Toronto, Ontario, Canada	$36.2M	+$22.4M	5	10.07%	Increased
3731	LI LDIC Inc Toronto,	$36.2M	+$38.6M	5	22.66%	New
3732	BCM Brown Capital Management Baltimore, Maryland	$36.1M	-$75.8M	4	7.22%	Reduced
3733	FWP Forefront Wealth Partners Austin, Texas	$36.1M	-$604K	17	11.2%	Reduced
3734	MFG Midwest Financial Group Overland Park, Kansas	$36.1M	-$16.1M	13	12.68%	Reduced
3735	DIM DLK Investment Management Solana Beach, California	$36.1M	-$1.34M	10	15.36%	Reduced
3736	HPC Hobart Private Capital Charlotte, North Carolina	$36.1M	-$344K	12	6.19%	Reduced
3737	RCWM Royal Capital Wealth Management Carmel, Indiana	$36.1M	+$157K	10	20.26%	Increased
3738	CCM Cox Capital Management Andover, Massachusetts	$36.1M	-$3.03M	5	20.08%	Reduced
3739	IAS Integrity Advisory Solutions Dallas, Texas	$36.1M	+$4.94M	18	3.71%	Increased
3740	FWM Foguth Wealth Management Brighton, Michigan	$36M	+$7.64M	14	4.1%	Increased
3741	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$36M	+$8.85M	16	14.79%	Increased
3742	EAM Eukles Asset Management Cincinnati, Ohio	$36M	-$1.37M	17	14.87%	Reduced
3743	RAG RIA Advisory Group Des Moines, Iowa	$36M	+$6.79M	13	7.84%	Increased
3744	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$36M	-$715K	15	9.14%	Reduced
3745	AW Atlas Wealth Cincinnati, Ohio	$36M	-$973K	8	5.13%	Reduced
3746	UWS Unique Wealth Strategies Burr Ridge, Illinois	$36M	+$160K	19	13.08%	Increased
3747	SIAG Safeguard Investment Advisory Group Corona, California	$36M	+$2.85M	19	8.3%	Increased
3748	MAM Mirabaud Asset Management London, United Kingdom	$35.9M	-$5.44M	10	29.9%	Reduced
3749	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$35.9M	+$2.46M	17	4.21%	Increased
3750	WCG Weaver Consulting Group Huntington Beach, California	$35.9M	+$12.9M	15	7.36%	Increased