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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
4001	WF Whelan Financial Fresno, California	$31.2M	+$439K	12	8.49%	Increased
4002	WA Wilmar Advisors Juno Beach, Florida	$31.2M	-$1.57M	6	22.58%	Reduced
4003	ILCM Ivy Lane Capital Management Winter Park, Florida	$31.2M	-$4.98M	2	45.13%	Reduced
4004	CFFP Center for Financial Planning Southfied, Michigan	$31.1M	-$96.4K	25	2.91%	Reduced
4005	MWM Marion Wealth Management Monroeville, Pennsylvania	$31.1M	+$447K	12	6.33%	Increased
4006	PBCM Point Break Capital Management Miami, Florida	$31.1M	+$2.34M	5	33.93%	Increased
4007	BC Broadwater Capital Boston, Massachusetts	$31.1M	-$992K	9	22.57%	Reduced
4008	WQ Wealth Quarterback Toms River, New Jersey	$31.1M	-$802K	13	9.61%	Reduced
4009	NAMNJ NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$31.1M	+$13.7K	10	12.64%	Increased
4010	TCOK Trust Company of Kansas Wichita, Kansas	$31.1M	+$4.04M	8	15.94%	Increased
4011	FWA Fulcrum Wealth Advisors Bellevue, Washington	$31M	+$1.43M	10	23.71%	Increased
4012	IFPG Intrepid Financial Planning Group Carmel, Indiana	$31M	+$675K	14	10.54%	Increased
4013	CV Counterweight Ventures Wilmington, North Carolina	$31M	-$1.04M	11	15.46%	Reduced
4014	AGM Aragon Global Management Miami, Florida	$31M	+$8.22M	3	11.75%	Increased
4015	MFP Meridian Financial Partners Warrenton, Virginia	$31M	-$777K	10	10.56%	Reduced
4016	CPIM Coalescence Partners Investment Management New York	$31M	-$27.8M	1	9.09%	Reduced
4017	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$31M	-$1.72M	10	7.68%	Reduced
4018	RCM Rings Capital Management Chicago, Illinois	$31M	$0	1	15.75%	Maintained
4019	BCM Bayesian Capital Management Brooklyn, New York	$30.9M	+$13.1M	13	19.8%	Increased
4020	PI PJT Investments Toronto,	$30.9M	+$30.8M	2	10.46%	New
4021	AWG Altus Wealth Group Colorado Springs, Colorado	$30.9M	+$3.66M	12	11.17%	Increased
4022	PM Penbrook Management New York	$30.9M	-$7.01M	9	19.72%	Reduced
4023	PWA Providence Wealth Advisors Frankfort, Illinois	$30.9M	+$4.94M	10	18.21%	Increased
4024	NIA NIA Impact Advisors Berkeley, California	$30.9M	-$3.44M	11	12.8%	Reduced
4025	WIC Wilkins Investment Counsel Boston, Massachusetts	$30.9M	-$273K	6	4.16%	Reduced