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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
4826	AWA Ark Wealth Advisors Yorba Linda, California	$18.6M	+$2.77M	11	16.54%	Increased
4827	WC Weil Company San Diego, California	$18.6M	+$327K	11	3.28%	Increased
4828	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$18.6M	+$495K	2	5.09%	Increased
4829	BIA Bell Investment Advisors Oakland, California	$18.6M	+$71.8K	52	2.73%	Increased
4830	PK Pflug Koory Omaha, Nebraska	$18.6M	+$397K	15	7.43%	Increased
4831	ORG Optimist Retirement Group Bellevue, Washington	$18.6M	+$378K	13	7.17%	Increased
4832	Axa Paris, France	$18.6M	-$84.4M	11	20.23%	Reduced
4833	NFC Northstar Financial Companies Conshohocken, Pennsylvania	$18.6M	-$89K	12	12.52%	Reduced
4834	KFS Kelly Financial Services Braintree, Massachusetts	$18.5M	-$3.38M	7	3.97%	Reduced
4835	CI Cavalier Investments Alpharetta, Georgia	$18.5M	-$3.24M	1	0.77%	Reduced
4836	CAG Centerpoint Advisory Group Overland Park, Kansas	$18.5M	+$134K	10	11.74%	Increased
4837	GSC Ground Swell Capital Folly Beach, South Carolina	$18.5M	+$13.6M	9	19.99%	Increased
4838	RW RVW Wealth Los Angeles, California	$18.5M	+$1.05M	11	1.22%	Increased
4839	MWM Mosley Wealth Management Anaheim, California	$18.5M	-$3.33M	33	5.88%	Reduced
4840	BI Bolthouse Investments Bakersfield, California	$18.5M	+$1.45M	9	14.96%	Increased
4841	JA JVL Associates Wyoming, Michigan	$18.4M	+$1.32M	11	5.23%	Increased
4842	BC Brio Consultants San Francisco, California	$18.4M	+$1.28M	13	2.16%	Increased
4843	EWS Eagle Wealth Strategies West Deptford, New Jersey	$18.4M	+$736K	13	7.04%	Increased
4844	SNPAM St. Nicholas Private Asset Management Jacksonville, Florida	$18.4M	+$114K	4	16.06%	Increased
4845	MWM MFG Wealth Management Indianapolis, Indiana	$18.4M	-$929K	8	13.16%	Reduced
4846	PMIA Patrick Mauro Investment Advisor Oak Brook, Illinois	$18.4M	-$2.87M	4	9.24%	Reduced
4847	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$18.4M	-$723K	31	2.8%	Reduced
4848	TF TLWM Financial San Antonio, Texas	$18.4M	-$905K	9	2.99%	Reduced
4849	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$18.4M	+$1.94M	14	3.69%	Increased
4850	SFG Seamount Financial Group Colorado Springs, Colorado	$18.4M	-$423K	10	7.4%	Reduced