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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
3851	RCM Raleigh Capital Management Cary, North Carolina	$34M	+$1.42M	20	10.85%	Increased
3852	MICM Matthews International Capital Management San Francisco, California	$34M	-$9.45M	4	11.65%	Reduced
3853	CAM Capco Asset Management Tampa, Florida	$34M	-$12.8M	5	9.28%	Reduced
3854	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$33.9M	+$647K	25	18%	Increased
3855	First Command Advisory Services Fort Worth, Texas	$33.9M	+$1.64M	29	0.2%	Increased
3856	PVM Palogic Value Management Dallas, Texas	$33.9M	+$3.55M	9	11.07%	Increased
3857	WH Willner & Heller Encino, California	$33.9M	-$2.5M	15	21.21%	Reduced
3858	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$33.8M	+$1.72M	12	11.76%	Increased
3859	TA Tactive Advisors Jacksonville, Florida	$33.8M	-$473K	14	8.33%	Reduced
3860	RFM Ranmore Fund Management Cobham, United Kingdom	$33.8M	-$4.03M	1	3.74%	Reduced
3861	LWM LJI Wealth Management Indianapolis, Indiana	$33.8M	+$3.11M	17	4.73%	Increased
3862	Balentine LLC Atlanta, Georgia	$33.7M	+$12.8M	16	1.2%	Increased
3863	EAP Elevation Advisory Partners Orlando, Florida	$33.7M	-$567K	10	34.54%	Reduced
3864	1WM 1900 Wealth Management San Antonio, Texas	$33.7M	+$7.07M	16	1.88%	Increased
3865	PWM Platform Wealth Management Holladay, Utah	$33.7M	+$34.5M	6	12.32%	New
3866	NDBT North Dallas Bank & Trust Dallas, Texas	$33.7M	-$155K	13	19.95%	Reduced
3867	HDA Harold Davidson & Associates Los Angeles, California	$33.6M	-$1.69M	6	14.59%	Reduced
3868	PPA Pacific Point Advisors Rancho Santa Fe, California	$33.6M	+$261K	12	15.36%	Increased
3869	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$33.6M	+$1.88M	15	6.45%	Increased
3870	APIM Agate Pass Investment Management Bainbridge Island, Washington	$33.6M	-$3.38M	6	12.39%	Reduced
3871	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$33.6M	-$595K	16	10.19%	Reduced
3872	SCM Sunbeam Capital Management Atlanta, Georgia	$33.6M	+$1.37M	12	15.34%	Increased
3873	CRIG Charter Research & Investment Group Southport, Connecticut	$33.5M	-$287K	8	20.34%	Reduced
3874	BHWM Bellars Harris Wealth Management Virginia Beach, Virginia	$33.5M	+$31.3M	6	6.82%	New
3875	TCM Tyro Capital Management Miami, Florida	$33.5M	-$4.77M	1	7.52%	Reduced