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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
4551	ACM Alethea Capital Management Mercer Island, Washington	$1.68M	-$2.06M	4	1.48%	Reduced
4552	PI Pachira Investments Dana Point, California	$1.68M	+$182K	3	1.2%	Increased
4553	PCWA Pacific Capital Wealth Advisors Corona, California	$1.68M	+$23K	2	0.53%	Increased
4554	CWA Clarus Wealth Advisors Peoria, Arizona	$1.68M	+$14.8K	2	1.03%	Increased
4555	SMF Sterling Manor Financial Saratoga Springs, New York	$1.67M	+$378K	3	1.39%	Increased
4556	FSG Financial Strategies Group Okemos, Michigan	$1.67M	+$327K	3	0.75%	Increased
4557	SLF Sun Life Financial Toronto, Ontario, Canada	$1.67M	+$398K	1	0.1%	Increased
4558	CFO CVA Family Office Denver, Colorado	$1.66M	-$10M	13	1.2%	Reduced
4559	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.66M	+$35.9K	1	1.04%	Increased
4560	G Gainplan Bloomfield Hills, Michigan	$1.66M	-$2.55M	3	0.73%	Reduced
4561	PWS Private Wealth Strategies New Albany, Ohio	$1.65M	+$158K	5	0.41%	Increased
4562	EA Elm Advisors Burlingame, California	$1.65M	-$63.4K	3	0.99%	Reduced
4563	CIR Clear Investment Research Alpharetta, Georgia	$1.65M	-$34.7K	9	2.67%	Reduced
4564	CCM Cobalt Capital Management Short Hills, New Jersey	$1.64M	-$15.1M	1	0.47%	Reduced
4565	TWA TPB Wealth Advisors San Antonio, Texas	$1.63M	+$210K	2	1.18%	Increased
4566	AWM Altus Wealth Management Ft Mitchell, Kentucky	$1.63M	+$333K	5	1.03%	Increased
4567	DWMG DB Wealth Management Group San Diego, California	$1.61M	-$4.97K	14	1.04%	Reduced
4568	HWA Heartwood Wealth Advisors Richmond, Virginia	$1.6M	+$55.2K	4	0.25%	Increased
4569	CF Corrigan Financial Middletown, Rhode Island	$1.6M	-$15.7K	3	0.49%	Reduced
4570	FWM FFT Wealth Management Philadelphia, Pennsylvania	$1.57M	-$270K	4	0.15%	Reduced
4571	FCM Fairholme Capital Management South Miami, Florida	$1.57M	$0	1	0.13%	Maintained
4572	PWC PYA Waltman Capital Knoxville, Tennessee	$1.57M	+$308K	2	0.85%	Increased
4573	RFP Roth Financial Partners Kingwood, Texas	$1.56M	+$204K	5	1.21%	Increased
4574	UFA US Financial Advisors Braintree, Massachusetts	$1.56M	+$43.6K	1	0.77%	Increased
4575	NWA Navis Wealth Advisors Rye Brook, New York	$1.56M	-$425K	4	1.09%	Reduced