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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
4526	TCM Tradewinds Capital Management Bellingham, Washington	$22.7M	+$355K	32	4.04%	Increased
4527	GIM Groesbeck Investment Management Paramus, New Jersey	$22.7M	-$719K	10	36.12%	Reduced
4528	C1AG Client 1st Advisory Group Dunedin, Florida	$22.7M	+$1.49M	10	5.91%	Increased
4529	WA Waystone Advisors Redmond, Washington	$22.7M	+$1.49M	9	16.91%	Increased
4530	UCB United Community Bank Greenville, South Carolina	$22.7M	-$2.95M	20	7.01%	Reduced
4531	FSG Financial Strategies Group Okemos, Michigan	$22.7M	-$1.78M	6	3.61%	Reduced
4532	FCCM First City Capital Management Savannah, Georgia	$22.6M	+$280K	10	11.02%	Increased
4533	CFAM Center For Asset Management Palm Beach Gardens, Florida	$22.6M	-$95.9K	13	10.04%	Reduced
4534	ARC Advisor Resource Council Dallas, Texas	$22.6M	+$208K	14	6.38%	Increased
4535	SFG Sunburst Financial Group Vestavia Hills, Alabama	$22.6M	+$729K	12	3.66%	Increased
4536	LI LifeWealth Investments Winter Garden, Florida	$22.6M	+$1.48M	12	6.04%	Increased
4537	AFCM Alta Fox Capital Management Fort Worth, Texas	$22.6M	+$14.8M	1	4.54%	New
4538	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$22.6M	+$7.09M	11	2.12%	Increased
4539	ODIJL One Day In July LLC Burlington, Vermont	$22.5M	+$2.34M	11	1.57%	Increased
4540	Index Fund Advisors Irvine, California	$22.5M	+$1.13M	10	0.89%	Increased
4541	Deep Track Capital Greenwich, Connecticut	$22.5M	+$18.2M	1	0.33%	New
4542	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$22.5M	-$1.37M	39	11.32%	Reduced
4543	SL SFM LLC Manchester, New Hampshire	$22.5M	-$3.4M	8	11.52%	Reduced
4544	MIM MTM Investment Management Spartanburg, South Carolina	$22.5M	+$24.6K	20	6.41%	Increased
4545	ECA Elevated Capital Advisors Sandy, Utah	$22.4M	-$12.8M	25	6.16%	Reduced
4546	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$22.4M	+$3.27M	6	9.62%	Increased
4547	MWA MN Wealth Advisors Overland Park, Kansas	$22.4M	+$24.4K	16	9.53%	Increased
4548	BL Bleichroeder LP New York	$22.3M	-$568K	3	3.99%	Reduced
4549	BW BostonPremier Wealth Hanover, Massachusetts	$22.3M	+$1.39M	11	9.47%	Increased
4550	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$22.3M	-$92.3K	5	12.02%	Reduced