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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
4376	IF Ironwood Financial Tucson, Arizona	$25M	+$130K	10	3.91%	Increased
4377	RIA Rhodes Investment Advisors Fort Worth, Texas	$25M	+$741K	13	18.38%	Increased
4378	VWM Vivid Wealth Management West Des Moines, Iowa	$25M	+$2.56M	10	8.79%	Increased
4379	BWM Baron Wealth Management Troy, Michigan	$25M	+$2M	17	6.47%	Increased
4380	ECM English Capital Management Bloomfield Hills, Michigan	$24.9M	+$3.35M	5	11.48%	Increased
4381	HAG HF Advisory Group Annapolis, Maryland	$24.9M	+$51.8K	9	7.71%	Increased
4382	MAG M3 Advisory Group Needham Heights, Massachusetts	$24.9M	-$172K	13	12.94%	Reduced
4383	CA Capital Advantage Walnut Creek, California	$24.9M	-$3.27M	12	3.04%	Reduced
4384	EWA Exit Wealth Advisors Atlanta, Georgia	$24.9M	+$1.63M	12	11.35%	Increased
4385	TWM TriaGen Wealth Management Calabasas, California	$24.9M	-$6.01M	14	6.23%	Reduced
4386	VCM Vines Capital Management Monroe, Louisiana	$24.9M	+$1.86M	12	20.45%	Increased
4387	Aristeia Capital Greenwich, Connecticut	$24.9M	+$25.1M	2	0.32%	New
4388	RIM RW Investment Management Eagle, Idaho	$24.9M	-$909K	9	2.18%	Reduced
4389	VW Vantus Wealth Lancaster, Pennsylvania	$24.9M	+$24.8M	16	13.33%	New
4390	CCA Cora Capital Advisors Marlton, New Jersey	$24.9M	+$37.4K	12	6.98%	Increased
4391	DM Diversified Management Milwaukee, Wisconsin	$24.9M	-$13.8M	12	5.31%	Reduced
4392	SWM Selective Wealth Management Forest, Virginia	$24.8M	+$1.35M	12	6.51%	Increased
4393	BA BCM Advisors Lafayette, Louisiana	$24.8M	-$55.1K	6	4.83%	Reduced
4394	TAP Tounjian Advisory Partners Fort Myers, Florida	$24.8M	-$37.8M	22	10.6%	Reduced
4395	PA Planning Alternatives Birmingham, Michigan	$24.7M	+$3.14M	14	2.65%	Increased
4396	PW Potentia Wealth San Jose, California	$24.7M	-$5.09M	10	10.12%	Reduced
4397	BIA Bigelow Investment Advisors Portland, Maine	$24.7M	+$1.4M	11	8.94%	Increased
4398	LK Lumbard & Kellner Hollis, New Hampshire	$24.7M	-$2.78M	8	7.48%	Reduced
4399	FLI Family Legacy Inc Greenville, South Carolina	$24.6M	-$234K	4	6.57%	Reduced
4400	IIM InTrack Investment Management South Burlington, Vermont	$24.6M	+$1.15M	8	12.19%	Increased