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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
3826	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$34.5M	+$1.46M	12	24.14%	Increased
3827	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$34.5M	+$714K	17	4.42%	Increased
3828	AG Advocate Group Minnetonka, Minnesota	$34.5M	-$1.35M	7	5.18%	Reduced
3829	FFG Floyd Financial Group Springfield, Missouri	$34.4M	-$1.64M	9	22.45%	Reduced
3830	HP Holowesko Partners Nassau, Bahamas	$34.3M	-$13.5M	4	8.69%	Reduced
3831	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$34.3M	-$179K	11	4.52%	Reduced
3832	AFC Alpine Fox Capital Las Vegas, Nevada	$34.3M	$0	1	16.25%	Maintained
3833	HWA HHM Wealth Advisors Chattanooga, Tennessee	$34.3M	+$2.85M	38	3.44%	Increased
3834	BMC Beaton Management Company Haverhill, Massachusetts	$34.3M	+$254K	12	13.97%	Increased
3835	TDB Thompson David Blair	$34.3M	+$4.09M	19	17.13%	Increased
3836	FPF First Pacific Financial Vancouver, Washington	$34.3M	+$1.71M	22	4.08%	Increased
3837	BDS Banco de Sabadell Miami, Florida	$34.2M	+$1.7M	6	20.1%	Increased
3838	AG ASO Group Road Town,	$34.1M	-$19.4M	4	14.48%	Reduced
3839	DMKJ David M. Knott Jr	$34.1M	$0	7	18.05%	Maintained
3840	GRWP Green Ridge Wealth Planning Montville, New Jersey	$34.1M	-$292K	14	14.36%	Reduced
3841	PTFIS Pekao Towarzystwo Funduszy Inwestycyjnych SA Warsaw,	$34.1M	+$5.75M	11	21.69%	Increased
3842	TBWA Three Bridge Wealth Advisors Los Altos, California	$34.1M	-$1.21M	6	8.54%	Reduced
3843	EWM Evermay Wealth Management Arlington, Virginia	$34.1M	-$1.39M	25	3.51%	Reduced
3844	CWP Core Wealth Partners Santa Rosa, California	$34.1M	-$861K	17	14.52%	Reduced
3845	FOA Five Oceans Advisors Santa Monica, California	$34.1M	+$1M	18	10.95%	Increased
3846	ONST Old North State Trust Greensboro, North Carolina	$34M	+$481K	12	17.5%	Increased
3847	NWWA New Wave Wealth Advisors Springdale, Arkansas	$34M	-$2.22M	11	9.25%	Reduced
3848	MCM Morton Capital Management Calabasas, California	$34M	+$2.43M	12	4.65%	Increased
3849	RCM Raleigh Capital Management Cary, North Carolina	$34M	+$1.42M	20	10.85%	Increased
3850	MICM Matthews International Capital Management San Francisco, California	$34M	-$9.45M	4	11.65%	Reduced