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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
4726	SWA Strata Wealth Advisors Dallas, Texas	$20M	+$1.32M	12	4.87%	Increased
4727	STA Smith Thornton Advisors Huntsville, Alabama	$19.9M	+$1.45M	10	8.78%	Increased
4728	LSA Lansing Street Advisors Ambler, Pennsylvania	$19.9M	+$2.43M	11	4.22%	Increased
4729	MSK Melissa S. Kampmann	$19.9M	+$1.56M	6	15.05%	Increased
4730	KA Kerrisdale Advisers Miami, Florida	$19.9M	-$19.6M	4	4.99%	Reduced
4731	ACM Ashford Capital Management Wilmington, Delaware	$19.9M	-$1.22M	9	2.13%	Reduced
4732	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$19.9M	+$367K	8	9.81%	Increased
4733	VFG V2 Financial group Naperville, Illinois	$19.9M	-$967K	13	7.4%	Reduced
4734	MWA Motive Wealth Advisors Birmingham, Michigan	$19.9M	+$175K	13	8.17%	Increased
4735	CIA Cascade Investment Advisors Oregon City, Oregon	$19.9M	-$343K	8	10.83%	Reduced
4736	HIF Hill Island Financial Grand Rapids, Michigan	$19.9M	+$173K	10	4.24%	Increased
4737	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$19.9M	+$373K	11	3.67%	Increased
4738	JMBA J. M. Brown & Associates Tulsa, Oklahoma	$19.8M	+$17.7M	16	11.36%	New
4739	SCG Sonata Capital Group Seattle, Washington	$19.8M	+$88.7K	10	6.4%	Increased
4740	N Numerai San Francisco, California	$19.8M	-$2.03M	18	1.62%	Reduced
4741	MCM Massar Capital Management Stamford, Connecticut	$19.8M	-$9.86M	17	1.92%	Reduced
4742	TCM Tuttle Capital Management Riverside, Connecticut	$19.8M	+$760K	11	13.32%	Increased
4743	MAMG Milestone Asset Management Group Avon, Connecticut	$19.8M	+$331K	12	9.95%	Increased
4744	WRM Weybosset Research & Management Province, Rhode Island	$19.8M	-$201K	1	5.19%	Reduced
4745	HG Herbst Group Westport, Connecticut	$19.8M	-$533K	6	10.77%	Reduced
4746	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$19.7M	+$236K	4	5.51%	Increased
4747	MWC MBM Wealth Consultants Chesterfield, Missouri	$19.7M	+$2.38M	8	3.8%	Increased
4748	IR IAT Reinsurance New York	$19.7M	$0	1	11.84%	Maintained
4749	BPMC Buckland Partners Management Co Harrison, New York	$19.7M	+$1.73M	13	9.65%	Increased
4750	MLM Mount Lucas Management Newtown, Pennsylvania	$19.7M	-$864K	9	7.01%	Reduced