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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	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$307K	+$291K	1	0.2%	New
3802	BBA Baker Bros. Advisors New York	$300K	$0	1	0%	Maintained
3803	Bellevue Group Kuesnacht, Switzerland	$297K	+$307K	1	0.01%	New
3804	GIPM G2 Investment Partners Management New York	$296K	-$4.58M	1	0.09%	Reduced
3805	TIM Triad Investment Management Newport Beach, California	$295K	$0	1	0.31%	Maintained
3806	BA Belvedere Advisors San Francisco, California	$294K	-$197K	3	9.07%	Reduced
3807	FCA Florence Capital Advisors New York	$293K	-$36.5K	1	0.28%	Reduced
3808	ICA Infrastructure Capital Advisors New York	$291K	+$79.9K	1	0.03%	Increased
3809	BWM Brickley Wealth Management San Mateo, California	$286K	+$52.4K	1	0.12%	Increased
3810	MCM Maxim Capital Management San Francisco, California	$285K	-$219K	1	0.27%	Reduced
3811	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$285K	$0	1	2.2%	Maintained
3812	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$283K	-$11.4K	1	0.18%	Reduced
3813	FIG FundX Investment Group San Francisco, California	$276K	$0	1	0.11%	Maintained
3814	GPWA Great Point Wealth Advisors Boston, Massachusetts	$276K	$0	1	0.22%	Maintained
3815	TI Telemetry Investments New York	$268K	-$25.4K	1	0.21%	Reduced
3816	BDF Black Diamond Financial Towson, Maryland	$264K	+$14.3K	1	0.23%	Increased
3817	AIA Arcadia Investment Advisors Eagle, Idaho	$264K	$0	3	0.18%	Maintained
3818	MAS Managed Account Services Coconut Grove, Florida	$260K	+$248K	1	0.14%	New
3819	TFA TPG Financial Advisors Portland, Oregon	$258K	+$238K	1	0.24%	New
3820	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$257K	$0	1	0.08%	Maintained
3821	KIA Kopp Investment Advisors Bloomington, Minnesota	$250K	-$657K	1	0.28%	Reduced
3822	TW Towerpoint Wealth Sacramento, California	$243K	-$71.7K	1	0.17%	Reduced
3823	SPIO Seven Post Investment Office San Francisco, California	$242K	$0	1	0.16%	Maintained
3824	Cooke & Bieler Philadelphia, Pennsylvania	$241K	-$9.49M	1	0%	Reduced
3825	PFG Pacific Financial Group Bellevue, Washington	$241K	$0	1	0.03%	Maintained