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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
4576	CCM Cloud Capital Management Seattle, Washington	$21.9M	-$1.51M	11	7.99%	Reduced
4577	JF JMN Financial New Albany, Ohio	$21.9M	+$634K	12	17%	Increased
4578	CCAM Crystal Cove Asset Management Newport Beach, California	$21.8M	-$3.79M	4	23.82%	Reduced
4579	EC Enhancing Capital Harrisburg, Pennsylvania	$21.8M	+$337K	5	15.01%	Increased
4580	YWS Yarger Wealth Strategies Westerville, Ohio	$21.8M	+$1.97M	16	7.84%	Increased
4581	QM QVIDTVM Management The Woodlands, Texas	$21.8M	+$894K	2	28.44%	Increased
4582	KG Kilter Group Rhinebeck, New York	$21.8M	-$716K	47	7.89%	Reduced
4583	BC Burnham & Co Grand Rapids, Michigan	$21.8M	+$22.3M	15	17.56%	New
4584	PRRFG Paul R. Ried Financial Group Bellevue, Washington	$21.8M	-$1.32M	6	9.51%	Reduced
4585	BAM Bullseye Asset Management Denver, Colorado	$21.8M	-$6.71M	3	11.06%	Reduced
4586	AGP Aspire Growth Partners Miromar Lakes, Florida	$21.7M	+$1.33M	13	12.64%	Increased
4587	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$21.7M	+$8.84M	22	4.87%	Increased
4588	BI Berkeley Inc Boise, Idaho	$21.7M	+$396K	7	6.82%	Increased
4589	PA PSI Advisors Tampa, Florida	$21.7M	+$4.71M	16	5.05%	Increased
4590	TC Tannin Capital Charlotte, North Carolina	$21.7M	+$1.82M	14	14.27%	Increased
4591	HCM Heathbridge Capital Management Toronto, Ontario, Canada	$21.7M	-$2.08M	2	7.42%	Reduced
4592	WFP Worthington Financial Partners Worthington, Ohio	$21.7M	-$32.4M	9	17.95%	Reduced
4593	MWM McNaughton Wealth Management San Diego, California	$21.7M	-$431K	8	7.7%	Reduced
4594	AIM Alhambra Investment Management Palmetto Bay, Florida	$21.6M	-$678K	12	9.43%	Reduced
4595	OPF Old Peak Finance Chapel Hill, North Carolina	$21.6M	-$2.72M	10	10.46%	Reduced
4596	LF Lee Financial Dallas, Texas	$21.6M	-$413K	11	2.76%	Reduced
4597	RA Rubicon Advisors Redding, California	$21.6M	+$1.86M	12	15.71%	Increased
4598	HC Hamilton Capital Columbus, Ohio	$21.6M	+$504K	13	1.07%	Increased
4599	AIP Avail Investment Partners Lemont, Pennsylvania	$21.5M	+$3.08M	13	16.58%	Increased
4600	SEP Southland Equity Partners Wildwood, Missouri	$21.5M	+$1.23M	17	3.77%	Increased