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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
4226	KTM Keeler Thomas Management Orem, Utah	$27.3M	+$1,000K	9	9.67%	Increased
4227	TSS Taylor Securities Services Harrisburg, Pennsylvania	$27.3M	+$1.98M	9	11.09%	Increased
4228	ACM American Capital Management New York	$27.3M	-$1.1M	1	1.22%	Reduced
4229	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$27.2M	+$2.28M	2	8.03%	Increased
4230	KFS Keynote Financial Services Vernon, Connecticut	$27.2M	+$93.1K	17	12.75%	Increased
4231	FSAG Financial Solutions Advisory Group Chicago, Illinois	$27.2M	-$329K	12	3.44%	Reduced
4232	RWM Rezny Wealth Management Fort Myers, Florida	$27.2M	+$3.69M	7	4.7%	Increased
4233	SCM SG Capital Management Chicago, Illinois	$27.2M	-$31.9M	2	2.24%	Reduced
4234	AWA AGH Wealth Advisors Wichita, Kansas	$27.2M	+$1.75M	14	17.16%	Increased
4235	QCM Qsemble Capital Management New York	$27.1M	-$41.9M	16	3.48%	Reduced
4236	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$27.1M	-$4.03M	12	28.47%	Reduced
4237	FCM Flagship Capital Management Media, Pennsylvania	$27.1M	+$428K	6	17.12%	Increased
4238	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$27.1M	-$193K	11	12.55%	Reduced
4239	PFG Putney Financial Group San Rafael, California	$27.1M	+$27.8K	9	24.4%	Increased
4240	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$27.1M	-$30.8K	8	9.65%	Reduced
4241	BIA Beacon Investment Advisors Gaithersburg, Maryland	$27.1M	+$37.2K	11	8.5%	Increased
4242	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$27M	+$798K	12	6.43%	Increased
4243	BLFG Brian Low Financial Group Baton Rouge, Louisiana	$27M	+$3.16M	9	15.75%	Increased
4244	Snyder Capital Management San Francisco, California	$27M	-$652K	1	0.47%	Reduced
4245	BFA Brendel Financial Advisors Hanover, New Hampshire	$27M	-$2.77M	11	12.5%	Reduced
4246	MBWA Marin Bay Wealth Advisors San Anselmo, California	$27M	-$147K	15	14.49%	Reduced
4247	OFO OneAscent Family Office Birmingham, Alabama	$27M	+$5.75M	18	13.61%	Increased
4248	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$27M	-$209K	6	12.48%	Reduced
4249	PSCM Per Stirling Capital Management Austin, Texas	$27M	+$2.46M	16	2.56%	Increased
4250	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$27M	+$1.09M	14	2.09%	Increased