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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	BFG Barber Financial Group Lenexa, Kansas	$1.7M	+$206K	5	0.34%	Increased
3852	OWM Opes Wealth Management Menlo Park, California	$1.7M	-$160K	5	1.04%	Reduced
3853	MA Modus Advisors Excelsior, Minnesota	$1.7M	+$1.62M	2	1.34%	New
3854	CM Columbus Macro New Castle, Pennsylvania	$1.69M	+$1.12M	4	0.37%	Increased
3855	IWAG Integer Wealth Advisors Group Cartersville, Georgia	$1.69M	+$1.44M	3	1.68%	New
3856	PA Planning Alternatives Birmingham, Michigan	$1.69M	-$59.9K	2	0.29%	Reduced
3857	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$1.66M	-$527K	3	0.61%	Reduced
3858	Weiss Asset Management Boston, Massachusetts	$1.66M	-$181K	7	0.11%	Reduced
3859	MWP Meridian Wealth Partners Exton, Pennsylvania	$1.65M	+$1.57M	9	1.03%	New
3860	ARM Adirondack Research & Management Guilderland, New York	$1.64M	+$191K	2	1.42%	Increased
3861	PA Parkside Advisors Berkeley, California	$1.64M	+$28.1K	3	0.73%	Increased
3862	GA Gateway Advisory Westfield, New Jersey	$1.63M	+$191K	4	0.4%	Increased
3863	FC Fusion Capital Mt. Pleasant, South Carolina	$1.63M	+$1.53M	3	1.47%	New
3864	CPC Consolidated Planning Corp Atlanta, Georgia	$1.62M	+$1.53M	3	1.6%	New
3865	EFL ERn Financial LLC Middleton, Wisconsin	$1.62M	+$471K	4	0.94%	Increased
3866	RPA Rock Point Advisors Burlington, Vermont	$1.62M	+$114K	2	0.66%	Increased
3867	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.62M	-$5.3M	3	0.56%	Reduced
3868	HC Hamilton Capital Columbus, Ohio	$1.61M	+$531K	2	0.7%	Increased
3869	Conestoga Capital Advisors Wayne, Pennsylvania	$1.61M	$0	4	0.04%	Maintained
3870	GCM Gladius Capital Management Chicago, Illinois	$1.61M	-$28.2M	6	0.1%	Reduced
3871	MCAI Members Capital Advisors Inc Madison, Wisconsin	$1.6M	+$1.61M	2	1.22%	New
3872	BAM Baldrige Asset Management Allentown, Pennsylvania	$1.6M	+$10.4K	4	1.32%	Increased
3873	ST Sentinel Trust Houston, Texas	$1.6M	+$219K	4	0.41%	Increased
3874	APCM Arbiter Partners Capital Management New York	$1.58M	+$1.15M	1	0.23%	New
3875	WFM Wolff Financial Management Kalamazoo, Michigan	$1.58M	+$34.2K	2	1.05%	Increased