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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	MWP Meridian Wealth Partners Exton, Pennsylvania	$1.65M	+$169K	11	0.98%	Increased
3827	ACM AlphaStar Capital Management Cornelius, North Carolina	$1.65M	-$1,000K	4	0.39%	Reduced
3828	TI Truehand Inc Strafford, New Hampshire	$1.65M	$0	9	1.55%	Maintained
3829	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$1.64M	-$102K	6	0.7%	Reduced
3830	GPWA Great Point Wealth Advisors Boston, Massachusetts	$1.64M	+$955K	2	1.37%	Increased
3831	CFN Cordasco Financial Network Naples, Florida	$1.64M	+$294K	15	1.82%	Increased
3832	CP Camelot Portfolios Maumee, Ohio	$1.64M	-$1.57M	4	0.91%	Reduced
3833	WFM Wolff Financial Management Kalamazoo, Michigan	$1.64M	+$246K	2	1.24%	Increased
3834	CG Corundum Group Colorado Springs, Colorado	$1.63M	-$349K	3	2.32%	Reduced
3835	WIM Westside Investment Management Santa Monica, California	$1.63M	+$33.4M	20	1.12%	New
3836	SCM Smith Capital Management Little Rock, Arkansas	$1.63M	+$113K	4	1.24%	Increased
3837	HCM Hudson Capital Management Ramsey, New Jersey	$1.63M	-$409K	1	1.08%	Reduced
3838	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$1.63M	+$410K	3	1.86%	Increased
3839	PPW Pasadena Private Wealth Pasadena, California	$1.63M	+$307K	3	0.67%	Increased
3840	ZCM Zebra Capital Management Stamford, Connecticut	$1.62M	+$243K	6	2.62%	Increased
3841	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$1.61M	+$265K	4	1.03%	Increased
3842	IAM Iridian Asset Management Westport, Connecticut	$1.6M	+$1.88M	1	0.04%	New
3843	FDS First Dallas Securities Dallas, Texas	$1.6M	-$261K	3	2.23%	Reduced
3844	ETM Euclidean Technologies Management Seattle, Washington	$1.6M	+$1.91M	1	2.63%	New
3845	CC Claybrook Capital Wellesley, Massachusetts	$1.59M	+$222K	2	1.45%	Increased
3846	SI Sapience Investments Newport Beach, California	$1.59M	+$2.13M	1	0.35%	New
3847	EWF Epstein & White Financial San Diego, California	$1.59M	-$73.9K	3	0.66%	Reduced
3848	SFS Shaker Financial Services Arlington, Virginia	$1.58M	+$1.2M	1	1.07%	Increased
3849	PP PrairieView Partners St. Paul, Minnesota	$1.58M	+$396K	11	0.4%	Increased
3850	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$1.58M	+$1.64M	1	1.09%	New