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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
4401	BMA Brooks Moore & Associates Chattanooga, Tennessee	$24.6M	+$654K	8	11.01%	Increased
4402	BPW Bingham Private Wealth San Francisco, California	$24.5M	-$1.93M	15	16.89%	Reduced
4403	TBC Ted Buchan & Co San Diego, California	$24.5M	+$98.5K	7	8.02%	Increased
4404	EV EJMK Ventures Itasca, Illinois	$24.4M	+$296K	16	11.1%	Increased
4405	OMIC Old Mission Investment Co Traverse City, Michigan	$24.4M	+$324K	11	5.09%	Increased
4406	IJWM Inman Jager Wealth Management Hattiesburg, Mississippi	$24.4M	+$273K	8	13%	Increased
4407	GCA Gallagher Capital Advisors Argyle, Texas	$24.4M	+$688K	10	13.95%	Increased
4408	LI Leeward Investments Boston, Massachusetts	$24.4M	-$6.36M	3	1.11%	Reduced
4409	FMP Financial Management Professionals Austin, Texas	$24.4M	+$832K	39	2.31%	Increased
4410	JHU Johns Hopkins University Baltimore, Maryland	$24.4M	+$24.7M	3	1.63%	New
4411	HP Highlander Partners Dallas, Texas	$24.4M	$0	6	8.17%	Maintained
4412	LPAM Lodestar Private Asset Management Alamo, California	$24.4M	+$82.6K	13	2.11%	Increased
4413	FFS Flavin Financial Services Melbourne, Florida	$24.3M	+$1.82M	9	13.86%	Increased
4414	PIN Prudent Investors Network Lake Forest, California	$24.3M	-$2.66M	7	4.71%	Reduced
4415	MCWA Meadow Creek Wealth Advisors Atlanta, Georgia	$24.3M	-$3.52M	14	14.82%	Reduced
4416	BAM Beaumont Asset Management Beaumont, Texas	$24.3M	+$864K	6	9.42%	Increased
4417	LFA Laraway Financial Advisors Saint Cloud, Minnesota	$24.2M	-$723K	9	14.72%	Reduced
4418	GIM Gold Investment Management Edmonton, Alberta, Canada	$24.2M	-$717K	12	6.57%	Reduced
4419	AWM Abound Wealth Management Franklin, Tennessee	$24.2M	+$3.27M	37	4.81%	Increased
4420	IWN Independent Wealth Network Urbandale, Iowa	$24.2M	+$2.47M	19	6.15%	Increased
4421	HJIM Henry James International Management New York	$24.2M	+$233K	2	7.25%	Increased
4422	ICM Intrepid Capital Management Jacksonville Beach, Florida	$24.2M	-$3.42M	8	8.59%	Reduced
4423	DF Dunhill Financial London, United Kingdom	$24.2M	+$531K	32	4.94%	Increased
4424	GP GLR Partners Columbia, Maryland	$24.2M	+$1.34M	11	11.25%	Increased
4425	MIM Montgomery Investment Management Rockville, Maryland	$24.2M	+$391K	12	7.33%	Increased