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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	CWM CCG Wealth Management San Diego, California	$2.35M	+$613K	6	1.49%	Increased
3727	KTM Keeler Thomas Management Orem, Utah	$2.35M	-$58.9K	1	1.67%	Reduced
3728	LA LexAurum Advisors Overland Park, Kansas	$2.34M	+$166K	4	1.16%	Increased
3729	CIM Cambria Investment Management Manhattan Beach, California	$2.34M	-$9.58M	2	0.62%	Reduced
3730	HP HT Partners Centerbrook, Connecticut	$2.34M	$0	4	0.93%	Maintained
3731	WDL Well Done LLC Holland, Michigan	$2.33M	-$705K	5	0.54%	Reduced
3732	IWA Intercontinental Wealth Advisors San Antonio, Texas	$2.33M	-$1.97M	14	1.94%	Reduced
3733	ACA Ackerman Capital Advisors Dallas, Texas	$2.33M	-$79.6K	4	0.69%	Reduced
3734	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$2.32M	-$24.5K	2	1.88%	Reduced
3735	FWM FSA Wealth Management Needham, Massachusetts	$2.32M	+$2.23M	13	1.64%	New
3736	IC Ikarian Capital Dallas, Texas	$2.31M	+$995K	1	0.37%	New
3737	HWA HHM Wealth Advisors Chattanooga, Tennessee	$2.31M	+$599K	3	1.11%	Increased
3738	RWG Regal Wealth Group Seal Beach, California	$2.31M	+$91.4K	9	1.49%	Increased
3739	JSMC Jess S. Morgan & Co Los Angeles, California	$2.3M	+$2.22M	1	2.26%	New
3740	XM XTX Markets New York	$2.3M	+$2.1M	5	16.21%	New
3741	WCM Washburn Capital Management Vero Beach, Florida	$2.3M	+$2.14M	4	2.09%	New
3742	CCM Coe Capital Management Highland Park, Illinois	$2.28M	-$281K	1	2.92%	Reduced
3743	LF LifeSteps Financial Claremont, California	$2.28M	+$2.15M	4	2.15%	New
3744	PEA Pacific Edge Advisors Corona Del Mar, California	$2.28M	+$545K	6	1.39%	Increased
3745	OMIC Old Mission Investment Co Traverse City, Michigan	$2.27M	-$45.1K	4	2.04%	Reduced
3746	BA Bard Associates Chicago, Illinois	$2.26M	+$9.61K	2	1.15%	Increased
3747	DVC Deer VII & Co Larchmont, New York	$2.26M	+$3.21M	1	2.2%	New
3748	ONST Old North State Trust Greensboro, North Carolina	$2.25M	-$118K	8	1.22%	Reduced
3749	WB West Bancorporation West Des Moines, Iowa	$2.24M	+$2.15M	12	2.25%	New
3750	Cohen & Steers New York	$2.24M	-$15.6M	6	0.01%	Reduced