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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
4126	BC Barnett & Company Chattanooga, Tennessee	$694K	-$295K	8	0.56%	Reduced
4127	PC Permanens Capital New York	$682K	-$243K	5	0.26%	Reduced
4128	PI Pachira Investments Dana Point, California	$675K	+$161K	1	1.2%	Increased
4129	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$673K	+$247K	2	0.31%	Increased
4130	SCM SKBA Capital Management San Francisco, California	$661K	$0	1	0.13%	Maintained
4131	PIA Powell Investment Advisors Miami, Florida	$657K	-$51.3K	2	0.64%	Reduced
4132	AF AMG Funds Stamford, Connecticut	$655K	-$290K	2	3.34%	Reduced
4133	LL LPWM LLC Minneapolis, Minnesota	$655K	+$8.09K	2	0.6%	Increased
4134	SMM Stadion Money Management Watkinsville, Georgia	$652K	$0	1	0.03%	Maintained
4135	ARM Adirondack Research & Management Guilderland, New York	$646K	-$795K	1	0.85%	Reduced
4136	GA Greytown Advisors Miami, Florida	$644K	-$140K	2	0.6%	Reduced
4137	QWM Quaker Wealth Management Moorestown, New Jersey	$641K	+$908	2	0.38%	Increased
4138	SFP Strategic Financial Partners Bend, Oregon	$641K	-$3.63K	1	0.53%	Reduced
4139	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$631K	+$182	1	0.26%	Increased
4140	TC Tatro Capital Lexington, Kentucky	$630K	+$287K	2	0.9%	Increased
4141	HCM Horrell Capital Management Little Rock, Arkansas	$627K	+$111	6	0.31%	Increased
4142	TC Trilogy Capital Irvine, California	$627K	+$27.6K	1	0.06%	Increased
4143	TC TradeLink Capital Chicago, Illinois	$626K	+$575K	2	2.6%	New
4144	AWA ARQ Wealth Advisors Scottsdale, Arizona	$625K	-$67.5K	1	0.61%	Reduced
4145	SM Sabby Management Miami Beach, Florida	$624K	+$615K	3	0.13%	New
4146	BA Ballew Advisors Jackson, Mississippi	$621K	+$14.3K	2	0.61%	Increased
4147	OC Oppenheimer & Close New York	$620K	+$213K	2	0.83%	Increased
4148	SBA Secrest Blakey & Associates Raleigh, North Carolina	$620K	+$435	2	1.5%	Increased
4149	GPA Guidance Point Advisors Wellesley, Massachusetts	$617K	+$182	1	0.34%	Increased
4150	VNB Virginia National Bank Charlottesville, Virginia	$611K	-$909K	1	17.34%	Reduced