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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
3926	AG AlphaSimPlex Group Boston, Massachusetts	$1.16M	-$217K	2	1.75%	Reduced
3927	SA SRH Advisors Salina, Kansas	$1.16M	+$10K	9	3.22%	Increased
3928	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$1.16M	+$1.29M	3	0.92%	New
3929	HFA High Falls Advisors Rochester, New York	$1.15M	-$631K	3	0.46%	Reduced
3930	AIA Armor Investment Advisors Raleigh, North Carolina	$1.15M	-$73.8K	2	1.17%	Reduced
3931	AMG Asset Management Group Stamford, Connecticut	$1.15M	+$1.97K	3	0.43%	Increased
3932	BA BCM Advisors Lafayette, Louisiana	$1.15M	+$711K	2	0.55%	Increased
3933	OWM Opes Wealth Management Menlo Park, California	$1.14M	-$557K	3	0.86%	Reduced
3934	CP Coho Partners Berwyn, Pennsylvania	$1.14M	-$19.1K	1	0.03%	Reduced
3935	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$1.14M	+$84K	3	1.38%	Increased
3936	CJA C-J Advisory San Jose, California	$1.13M	-$44.4K	1	1.02%	Reduced
3937	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$1.13M	+$22.9K	1	0.94%	Increased
3938	EE EWG Elevate Roseville, California	$1.11M	+$111K	2	0.84%	Increased
3939	TAM Trust Asset Management Houston, Texas	$1.11M	-$235K	3	0.28%	Reduced
3940	GCM Galibier Capital Management Toronto, Ontario, Canada	$1.11M	$0	2	0.48%	Maintained
3941	JWCA J.W. Cole Advisors Tampa, Florida	$1.1M	-$22.2M	4	2.13%	Reduced
3942	KFS Kelly Financial Services Braintree, Massachusetts	$1.08M	-$25.3K	23	1.33%	Reduced
3943	MGAM McGowan Group Asset Management Dallas, Texas	$1.07M	-$221K	2	0.24%	Reduced
3944	ACP Aveo Capital Partners Englewood, Colorado	$1.06M	-$49.3K	3	0.52%	Reduced
3945	AWM Aprio Wealth Management Atlanta, Georgia	$1.06M	+$699K	1	1.34%	Increased
3946	TF Trek Financial Scottsdale, Arizona	$1.06M	-$376K	1	0.26%	Reduced
3947	NVIM New Vernon Investment Management Highland Park, Illinois	$1.06M	$0	2	2.75%	Maintained
3948	YCM Yakira Capital Management Westport, Connecticut	$1.05M	$0	3	0.36%	Maintained
3949	GTCM Gyon Technologies Capital Management Denville, New Jersey	$1.04M	-$7.01M	3	2%	Reduced
3950	3F 360 Financial Wayzata, Minnesota	$1.04M	-$257K	4	1.09%	Reduced