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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
4801	HCWM Hidden Cove Wealth Management Bainbridge Island, Washington	$18.8M	+$3.63M	12	10.38%	Increased
4802	NEAM New England Asset Management Farmington, Connecticut	$18.8M	-$1.52M	5	2.18%	Reduced
4803	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$18.8M	+$15.7K	14	7.33%	Increased
4804	TC Triata Capital Hong Kong	$18.8M	-$7.59M	2	3.2%	Reduced
4805	ACL Applied Capital LLC Hollywood, Florida	$18.8M	+$189K	4	7.63%	Increased
4806	AWA Aletheian Wealth Advisors Bellevue, Washington	$18.8M	+$2.03M	12	8.02%	Increased
4807	EWM Evergreen Wealth Management Williamston, Michigan	$18.8M	-$117K	4	8.8%	Reduced
4808	AGC August Group Capital Toronto,	$18.8M	-$348K	12	20.61%	Reduced
4809	GC Gould Capital Tacoma, Washington	$18.8M	-$2.29M	18	10.45%	Reduced
4810	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$18.8M	+$8.25M	9	3.13%	Increased
4811	MWM Mascagni Wealth Management Clinton, Mississippi	$18.7M	+$708K	10	11.64%	Increased
4812	OS Objectivity Squared Charleston, South Carolina	$18.7M	-$6.72K	7	10.55%	Reduced
4813	KWM KFG Wealth Management Granger, Indiana	$18.7M	+$5.75M	13	2.11%	Increased
4814	FP Fiduciary Planning Englewood, Florida	$18.7M	+$811K	12	4.9%	Increased
4815	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$18.7M	+$6.19M	32	8.38%	Increased
4816	CWA Clarus Wealth Advisors Peoria, Arizona	$18.7M	+$1.47M	10	7.21%	Increased
4817	DJC Daily Journal Corp Los Angeles, California	$18.7M	$0	1	7.29%	Maintained
4818	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$18.7M	-$1.05M	10	7.55%	Reduced
4819	RA Rise Advisors Rochester, New York	$18.7M	+$586K	12	5.26%	Increased
4820	CAG Carroll Advisory Group Texarkana, Texas	$18.7M	+$232K	6	6.14%	Increased
4821	AF Affiance Financial St. Louis Park, Minnesota	$18.7M	-$730K	8	2.69%	Reduced
4822	PFW Petros Family Wealth Bloomington, Minnesota	$18.7M	+$911K	13	11.41%	Increased
4823	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$18.7M	+$572K	11	1.58%	Increased
4824	BWM BAM Wealth Management Lakewood, Colorado	$18.7M	+$3.14M	11	11.67%	Increased
4825	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$18.6M	+$921K	13	1.44%	Increased