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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
4101	Sageworth Trust Lancaster, Pennsylvania	$595K	-$38.5K	6	0.06%	Reduced
4102	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$594K	+$441	1	0.39%	Increased
4103	ETS ESL Trust Services Rochester, New York	$587K	+$547K	1	0.27%	New
4104	C1AG Client 1st Advisory Group Dunedin, Florida	$572K	+$547K	2	0.56%	New
4105	DI Disciplined Investments Tulsa, Oklahoma	$568K	+$543K	13	0.48%	New
4106	SFP Strategic Financial Partners Bend, Oregon	$568K	+$529K	1	0.47%	New
4107	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$566K	+$147	2	0.07%	Increased
4108	FM Fondren Management Houston, Texas	$566K	+$410K	1	0.58%	New
4109	BA Ballew Advisors Jackson, Mississippi	$564K	+$11.1K	2	0.48%	Increased
4110	MIM Macroview Investment Management Bethesda, Maryland	$554K	+$8.03K	10	1.15%	Increased
4111	BA BCM Advisors Lafayette, Louisiana	$550K	-$258	1	0.2%	Reduced
4112	AWM Altus Wealth Management Ft Mitchell, Kentucky	$547K	+$528K	2	0.54%	New
4113	FSG Financial Strategies Group Okemos, Michigan	$542K	+$505K	1	0.44%	New
4114	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$540K	+$503K	1	0.28%	New
4115	QWM Quaker Wealth Management Moorestown, New Jersey	$540K	+$512K	2	0.32%	New
4116	SBA Secrest Blakey & Associates Raleigh, North Carolina	$540K	-$781K	2	1.19%	Reduced
4117	EM Emancipation Management New York	$529K	-$481K	1	2.36%	Reduced
4118	AH Allen Holding New York	$527K	$0	1	0.08%	Maintained
4119	Benjamin Edwards Inc Clayton, Missouri	$527K	+$1.52K	7	1.08%	Increased
4120	PWC PYA Waltman Capital Knoxville, Tennessee	$527K	+$493K	2	0.47%	New
4121	SCM SKBA Capital Management San Francisco, California	$513K	-$7.34K	1	0.08%	Reduced
4122	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$512K	+$480K	11	0.21%	New
4123	HCM Horrell Capital Management Little Rock, Arkansas	$509K	+$31	5	0.25%	Increased
4124	TB Terril Brothers St. Louis, Missouri	$509K	-$58.4K	2	0.18%	Reduced
4125	CWM Cahaba Wealth Management Atlanta, Georgia	$507K	-$21.4K	1	0.11%	Reduced