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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
3901	SFM Systematic Financial Management Teaneck, New Jersey	$2.1M	-$636K	4	0.12%	Reduced
3902	PP PrairieView Partners St. Paul, Minnesota	$2.1M	+$41.3K	10	0.44%	Increased
3903	PA Parkside Advisors Berkeley, California	$2.08M	-$44.5K	3	0.92%	Reduced
3904	FWSM First Wilshire Securities Management Pasadena, California	$2.07M	-$110K	2	0.99%	Reduced
3905	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$2.07M	-$37.8K	3	0.75%	Reduced
3906	PIC Portland Investment Counsel Burlington, Ontario, Canada	$2.07M	-$2.91M	2	2.56%	Reduced
3907	ACP Aveo Capital Partners Englewood, Colorado	$2.06M	+$1.86M	4	0.74%	Increased
3908	PWM Peterson Wealth Management Sparks, Nevada	$2.06M	-$496K	1	1.83%	Reduced
3909	SM Sabby Management Miami Beach, Florida	$2.05M	+$1.94M	1	0.31%	Increased
3910	ACA Ackerman Capital Advisors Dallas, Texas	$2.03M	$0	4	0.56%	Maintained
3911	AFS Axiom Financial Strategies New Albany, Indiana	$2.02M	+$113K	5	1.22%	Increased
3912	IAM ICM Asset Management Spokane, Washington	$2.02M	+$8.23K	2	11.12%	Increased
3913	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$2.01M	-$42.2K	4	1.19%	Reduced
3914	RFO RiverGlades Family Offices Naples, Florida	$2.01M	+$37.5K	4	1.92%	Increased
3915	UA Unison Advisors Washington, District of Columbia	$2M	$0	1	0.58%	Maintained
3916	BA BCM Advisors Lafayette, Louisiana	$2M	+$197K	3	0.74%	Increased
3917	SFS Summit Financial Strategies Columbus, Ohio	$1.97M	-$23.2K	2	0.8%	Reduced
3918	PCFFS Pacific Center for Financial Services San Ramon, California	$1.97M	+$211K	13	0.81%	Increased
3919	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1.96M	+$620K	20	0.98%	Increased
3920	JWM Janiczek Wealth Management Denver, Colorado	$1.96M	+$636K	19	1.06%	Increased
3921	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.96M	-$959K	7	1.46%	Reduced
3922	FAN Financial Advisors Network Tustin, California	$1.96M	-$69.8K	5	0.77%	Reduced
3923	ACM Anfield Capital Management Irvine, California	$1.94M	-$1.61M	3	1.12%	Reduced
3924	EIA Eldridge Investment Advisors Manchester, New Hampshire	$1.93M	+$279K	3	0.91%	Increased
3925	GWI Grace & White Inc Ny, New York	$1.93M	$0	1	0.5%	Maintained