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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
3801	NERM New England Research & Management Chicago, Illinois	$34.9M	+$1.57M	9	13.59%	Increased
3802	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$34.9M	+$806K	14	12.93%	Increased
3803	CCAM Cascades Capital Asset Management Greensboro, North Carolina	$34.9M	-$883K	16	12.91%	Reduced
3804	AWM Adams Wealth Management Logan, Utah	$34.9M	+$2.43M	12	6.68%	Increased
3805	QGA Q Global Advisors Fort Worth, Texas	$34.9M	+$30.6M	2	22.24%	Increased
3806	LC LRZ Capital Miami, Florida	$34.9M	+$7.46M	3	17.67%	Increased
3807	WCP Welch Capital Partners Harrison, New York	$34.9M	$0	3	6.83%	Maintained
3808	AAG Armstrong Advisory Group Needham, Massachusetts	$34.8M	+$81.7K	39	2.12%	Increased
3809	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$34.8M	+$1.99M	13	3.7%	Increased
3810	PKC Palmer Knight Company Jacksonville, Florida	$34.8M	+$19.7M	6	13.4%	Increased
3811	LAIC Lederer & Associates Investment Counsel Long Beach, California	$34.8M	+$22.9K	7	22.9%	Increased
3812	LA Lakeside Advisors Seattle, Washington	$34.8M	-$406K	4	21.89%	Reduced
3813	GWM Goldenstone Wealth Management El Dorado Hills, California	$34.8M	+$699K	9	22.74%	Increased
3814	NF Nvest Financial Portsmouth, New Hampshire	$34.8M	-$129K	11	10.99%	Reduced
3815	MVA Mount Vernon Associates Baltimore, Maryland	$34.7M	-$2.16M	9	22.64%	Reduced
3816	TNAM Terra Nova Asset Management New York	$34.7M	+$9.18M	9	21.26%	Increased
3817	ALC Alexander Labrunerie & Co Columbia, Missouri	$34.7M	-$580K	11	12.16%	Reduced
3818	OIM Orca Investment Management Roseburg, Oregon	$34.7M	-$1.56M	5	25.19%	Reduced
3819	EPI Eddie Patel Inc Chicago, Illinois	$34.7M	-$3.1M	13	20.71%	Reduced
3820	BIG Boothe Investment Group Dover, Delaware	$34.6M	-$3.7M	5	10.91%	Reduced
3821	RAM Redmond Asset Management Henrico, Virginia	$34.5M	-$1.66M	10	8.62%	Reduced
3822	MCO MAK Capital One New York	$34.5M	+$34.7M	1	4.84%	New
3823	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$34.5M	+$1.3M	16	3.96%	Increased
3824	CAL Capital Advisors Ltd Shaker Heights, Ohio	$34.5M	+$3.21M	36	3.48%	Increased
3825	OCM Orser Capital Management Southlake, Texas	$34.5M	+$1.13M	6	17.12%	Increased