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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	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.96M	-$146K	2	0.09%	Reduced
3802	PSF Pacific Sun Financial Los Angeles, California	$1.95M	+$2.4K	3	1.72%	Increased
3803	DA Detalus Advisors St. Louis, Missouri	$1.95M	+$1.84M	2	1.42%	New
3804	CS Capital Square Chattanooga, Tennessee	$1.95M	+$1.83M	4	1.86%	New
3805	OBGC O'Brien Greene & Co Media, Pennsylvania	$1.95M	-$310K	3	0.99%	Reduced
3806	FDS First Dallas Securities Dallas, Texas	$1.94M	+$63.9K	3	1.65%	Increased
3807	MPW MA Private Wealth San Carlos, California	$1.93M	-$359K	5	0.59%	Reduced
3808	FWSM First Wilshire Securities Management Pasadena, California	$1.93M	+$34.5K	2	0.72%	Increased
3809	RF RHS Financial San Francisco, California	$1.93M	+$205K	3	2.01%	Increased
3810	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$1.93M	+$1.8M	2	1.86%	New
3811	TFA Teamwork Financial Advisors San Antonio, Texas	$1.92M	+$1.8M	2	1.15%	New
3812	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$1.92M	-$393K	3	1.42%	Reduced
3813	EWF Epstein & White Financial San Diego, California	$1.91M	-$8.82K	4	0.84%	Reduced
3814	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$1.91M	+$1.8M	1	0.98%	New
3815	CFC Coyle Financial Counsel Glenview, Illinois	$1.91M	-$102K	2	1.78%	Reduced
3816	CWM Cedar Wealth Management Walnut Creek, California	$1.9M	-$192K	7	1.13%	Reduced
3817	PWM Peterson Wealth Management Sparks, Nevada	$1.89M	+$1.71M	1	1.72%	New
3818	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$1.89M	+$1.78M	2	2.07%	New
3819	Advent Capital Management New York	$1.88M	-$1.6M	3	0.04%	Reduced
3820	AA Aufman Associates Sewickley, Pennsylvania	$1.88M	+$1.77M	4	1.94%	New
3821	LWM Lyons Wealth Management Winter Park, Florida	$1.88M	-$2.6M	1	5.49%	Reduced
3822	CAG Curtis Advisory Group Santa Barbara, California	$1.87M	+$1.76M	5	1.08%	New
3823	CWM Campbell Wealth Management Alexandria, Virginia	$1.87M	+$33.7K	3	0.38%	Increased
3824	AF AtlasMark Financial Austin, Texas	$1.86M	$0	3	4.27%	Maintained
3825	HFA High Falls Advisors Rochester, New York	$1.85M	-$177K	3	0.52%	Reduced