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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
3951	FPC Falcon Point Capital San Francisco, California	$1.03M	-$295K	3	2.24%	Reduced
3952	SWP Summit Wealth Partners Orlando, Florida	$1.03M	+$16.3K	2	0.42%	Increased
3953	DIM DC Investments Management Mclean, Virginia	$1M	+$407K	2	0.81%	Increased
3954	AC AltraVue Capital Bellevue, Washington	$1M	-$1.71M	1	0.83%	Reduced
3955	SAM Shone Asset Management Walnut Creek, California	$996K	+$993K	3	1.18%	New
3956	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$993K	-$83.2K	2	0.8%	Reduced
3957	VCP Vista Capital Partners Portland, Oregon	$985K	-$167K	2	0.23%	Reduced
3958	55I LLC Boston, Massachusetts	$981K	+$28K	2	0.28%	Increased
3959	UIA UBP Investment Advisors Geneva, Switzerland	$978K	+$280K	4	0.88%	Increased
3960	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$977K	+$827K	5	0.69%	Increased
3961	AMG Advisors Management Group La Crosse, Wisconsin	$976K	+$262K	2	0.47%	Increased
3962	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$969K	-$35.2K	3	0.54%	Reduced
3963	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$962K	-$75.3K	3	1.26%	Reduced
3964	PCM Proxima Capital Management New York	$958K	+$1.14M	1	6.03%	New
3965	OAJ Ogorek Anthony Joseph Williamsville, New York	$957K	-$34.9K	7	0.52%	Reduced
3966	CCM Colorado Capital Management Boulder, Colorado	$945K	-$97K	3	0.88%	Reduced
3967	HC Hamilton Capital Columbus, Ohio	$943K	-$688K	1	0.35%	Reduced
3968	SC Steph & Co Marinette, Wisconsin	$938K	-$78.2K	8	1.07%	Reduced
3969	FAN Financial Advisors Network Tustin, California	$937K	-$3.1M	2	0.45%	Reduced
3970	CI CAZ Investments Houston, Texas	$936K	+$1.08M	4	2.39%	New
3971	WRM Weybosset Research & Management Province, Rhode Island	$933K	-$49.3K	3	0.66%	Reduced
3972	BAMG Brand Asset Management Group Chesterfield, Missouri	$926K	-$8.15K	7	0.68%	Reduced
3973	NEPPG New England Professional Planning Group Westerly, Rhode Island	$915K	+$54.6K	1	0.85%	Increased
3974	Orgel Wealth Management Altoona, Wisconsin	$915K	-$320K	1	0.36%	Reduced
3975	TCB Texas Capital Bancshares Dallas, Texas	$914K	$0	1	1.61%	Maintained