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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	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.56M	-$633K	5	0.95%	Reduced
4402	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$1.56M	+$80.6K	3	0.96%	Increased
4403	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$1.56M	-$169K	4	1.52%	Reduced
4404	VU Vanderbilt University Nashville, Tennessee	$1.55M	-$859K	1	0.54%	Reduced
4405	ZCM Zebra Capital Management Stamford, Connecticut	$1.55M	-$154K	4	1.96%	Reduced
4406	PS Planned Solutions Folsom, California	$1.54M	+$208K	12	1.24%	Increased
4407	SPIO Seven Post Investment Office San Francisco, California	$1.54M	+$18.5K	3	0.63%	Increased
4408	JWM JFG Wealth Management Denver, Colorado	$1.54M	-$2.29M	3	0.84%	Reduced
4409	ACA Ackerman Capital Advisors Dallas, Texas	$1.53M	-$750K	3	0.39%	Reduced
4410	BWM BCS Wealth Management Johnson City, Tennessee	$1.52M	-$187K	2	0.79%	Reduced
4411	IFO Independent Family Office Albany, New York	$1.51M	+$199K	3	0.63%	Increased
4412	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.51M	+$1.46M	2	0.75%	New
4413	SAM Shone Asset Management Walnut Creek, California	$1.51M	$0	4	1.17%	Maintained
4414	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.5M	-$322K	3	0.51%	Reduced
4415	HGWM Horst & Graben Wealth Management Portland, Oregon	$1.5M	+$1.05K	3	0.52%	Increased
4416	WFA WestHill Financial Advisors San Rafael, California	$1.5M	+$1.45M	4	0.59%	New
4417	DWMG DB Wealth Management Group San Diego, California	$1.5M	+$1.41M	16	1.1%	New
4418	RA Rodgers & Associates Lancaster, Pennsylvania	$1.5M	+$1.46M	2	0.27%	New
4419	MAG Mayfair Advisory Group Birmingham, Alabama	$1.49M	+$261K	4	2.92%	Increased
4420	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$1.49M	+$175K	4	0.18%	Increased
4421	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$1.49M	+$1.46M	3	1.04%	New
4422	KFS Kelly Financial Services Braintree, Massachusetts	$1.47M	-$53.7K	23	1%	Reduced
4423	PBF Petix & Botte Financial La Mesa, California	$1.47M	+$185K	5	1.1%	Increased
4424	EE EWG Elevate Roseville, California	$1.47M	-$24.9K	2	0.68%	Reduced
4425	PFG Piershale Financial Group Barrington, Illinois	$1.47M	+$1.1M	3	0.7%	Increased