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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
4601	PM Plustick Management Charlottesville, Virginia	$21.5M	-$11.7M	2	7.99%	Reduced
4602	VAF Values Added Financial Washington, District of Columbia	$21.5M	+$4.87M	13	7.76%	Increased
4603	SWM Salvus Wealth Management Red Bank, New Jersey	$21.5M	-$490K	11	12.02%	Reduced
4604	AFA Allium Financial Advisors Lake Oswego, Oregon	$21.5M	+$137K	9	14.05%	Increased
4605	SIS Strategic Investment Solutions Orland Park, Illinois	$21.5M	+$4.93M	31	4.91%	Increased
4606	RRA Red Reef Advisors Boca Raton, Florida	$21.4M	-$1.46M	15	19.76%	Reduced
4607	IWP Invenio Wealth Partners Coral Gables, Florida	$21.4M	+$75.1K	11	7.67%	Increased
4608	FC Farringdon Capital London, United Kingdom	$21.4M	-$16.2M	9	10.61%	Reduced
4609	BW Blalock Williams Alexander City, Alabama	$21.4M	-$139K	12	13.89%	Reduced
4610	FC Financial Consulate Hunt Valley, Maryland	$21.4M	+$1.03M	44	2.38%	Increased
4611	FRM Fox Run Management Greenwich, Connecticut	$21.4M	-$568K	33	3.55%	Reduced
4612	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$21.4M	+$509K	11	6.43%	Increased
4613	WCP Wick Capital Partners Wayne, Pennsylvania	$21.4M	+$1.39M	12	3.22%	Increased
4614	BOM Bank of Marin Novato, California	$21.3M	-$863K	11	14.86%	Reduced
4615	SMBT Southern Michigan Bank & Trust Coldwater, Michigan	$21.3M	+$474K	18	7.58%	Increased
4616	GFG Greenbush Financial Group Albany, New York	$21.3M	-$294K	6	6.27%	Reduced
4617	TA TFB Advisors Overland Park, Kansas	$21.3M	-$97.1K	12	9.38%	Reduced
4618	LCG Lynx Capital Group Beachwood, Ohio	$21.3M	+$3.35M	9	8.6%	Increased
4619	AGAM Audent Global Asset Management West Hollywood, California	$21.3M	-$5.49M	5	23.77%	Reduced
4620	APW Aurora Private Wealth Rockaway, New Jersey	$21.3M	+$401K	20	13.5%	Increased
4621	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$21.3M	+$3.64M	14	1.56%	Increased
4622	WPA West Paces Advisors Atlanta, Georgia	$21.3M	+$1.03M	31	3.57%	Increased
4623	SHFA SC&H Financial Advisors Sparks, Maryland	$21.3M	-$421K	8	2.82%	Reduced
4624	MEAC M.E. Allison & Co San Antonio, Texas	$21.3M	+$2.05M	16	12.24%	Increased
4625	CG Corundum Group Colorado Springs, Colorado	$21.3M	+$1.18M	9	6.3%	Increased