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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	TA TrueWealth Advisors Birmingham, Alabama	$1.58M	+$189K	3	0.92%	Increased
4577	PCWA Pacific Capital Wealth Advisors Corona, California	$1.57M	-$140K	2	0.79%	Reduced
4578	ACM Altium Capital Management New York	$1.57M	+$2.07M	1	0.36%	Increased
4579	TWM Tolleson Wealth Management Dallas, Texas	$1.57M	$0	1	0.42%	Maintained
4580	CF Corrigan Financial Middletown, Rhode Island	$1.56M	+$259K	3	0.48%	Increased
4581	HC Hamilton Capital Columbus, Ohio	$1.54M	-$294K	2	0.15%	Reduced
4582	SPM Symmetry Peak Management Radnor, Pennsylvania	$1.54M	+$1.35M	3	5.35%	New
4583	LAM Lingohr Asset Management Duesseldorf, Germany	$1.53M	$0	3	3.86%	Maintained
4584	OFG OTA Financial Group Purchase, New York	$1.53M	-$37.4M	1	1.69%	Reduced
4585	AA AlphaCentric Advisors San Juan, Puerto Rico	$1.51M	-$658K	2	0.41%	Reduced
4586	OPWM Oakwell Private Wealth Management Austin, Texas	$1.5M	+$450K	2	0.96%	Increased
4587	FSG Financial Strategies Group Okemos, Michigan	$1.49M	+$312K	3	0.69%	Increased
4588	PI Pachira Investments Dana Point, California	$1.47M	-$98.4K	2	1.04%	Reduced
4589	HWA Heartwood Wealth Advisors Richmond, Virginia	$1.47M	+$365K	4	0.23%	Increased
4590	ICM Ionic Capital Management New York	$1.47M	+$1.4M	1	0.15%	New
4591	NRI NFP Retirement Inc Aliso Viejo, California	$1.46M	+$411K	3	0.56%	Increased
4592	CP Centerbridge Partners New York	$1.46M	+$1.47M	1	0.13%	New
4593	PIN Prudent Investors Network Lake Forest, California	$1.46M	+$993K	3	0.74%	Increased
4594	BI Berkeley Inc Boise, Idaho	$1.46M	-$169K	1	1.05%	Reduced
4595	Soleus Capital Management Greenwich, Connecticut	$1.46M	-$979K	1	0.22%	Reduced
4596	UFA US Financial Advisors Braintree, Massachusetts	$1.46M	-$767K	1	0.71%	Reduced
4597	RR Robotti Robert	$1.46M	$0	1	0.37%	Maintained
4598	PWS Private Wealth Strategies New Albany, Ohio	$1.45M	+$107K	4	0.37%	Increased
4599	MAM MMA Asset Management Conshohocken, Pennsylvania	$1.44M	-$127K	3	1.1%	Reduced
4600	CCP Corbin Capital Partners New York	$1.44M	+$1.44M	1	0.3%	New