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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
4851	WFA Wells Financial Advisors Framingham, Massachusetts	$85K	-$200K	2	0.08%	Reduced
4852	IHWM Iron Horse Wealth Management Johston, Iowa	$69K	+$1.86K	5	0.05%	Increased
4853	KIG Kessler Investment Group Columbus, Indiana	$69K	$0	5	0.09%	Maintained
4854	YAL Your Advocates Ltd Houston, Texas	$55K	-$20K	1	0.04%	Reduced
4855	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$53K	+$39.1K	1	0.03%	Increased
4856	NWM Navigation Wealth Management Fort Collins, Colorado	$39K	+$37.5K	2	0.04%	New
4857	AIA Arcadia Investment Advisors Eagle, Idaho	$17.3K	$0	1	0.01%	Maintained
4858	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$16K	$0	2	0%	Maintained
4859	DRS Deane Retirement Strategies New Orleans, Louisiana	$11K	-$1.64M	1	0.01%	Reduced
4860	TFA Transamerica Financial Advisors St. Petersburg, Florida	$8K	+$311	5	0.19%	Increased
4861	1WCM 12 West Capital Management New York	$0	-$14.3M	0	–	Closed
4862	7IH 72 Investment Holdings Stamford, Connecticut	$0	-$688M	0	–	Closed
4863	ACG Anchorage Capital Group New York	$0	-$69.5M	0	–	Closed
4864	AWAM Appian Way Asset Management New York	$0	-$2.54M	0	–	Closed
4865	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$32.5M	0	–	Closed
4866	ACM Arosa Capital Management Miami Beach, Florida	$0	-$531K	0	–	Closed
4867	ACJ Autonomy Capital (Jersey) St. Helier, Jersey	$0	-$2.7M	0	–	Closed
4868	APM Avidity Partners Management Dallas, Texas	$0	-$25.3M	0	–	Closed
4869	BCP Berylson Capital Partners Boston, Massachusetts	$0	-$27.1M	0	–	Closed
4870	BRC Blue Ridge Capital New York	$0	-$215M	0	–	Closed
4871	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$2.4M	0	–	Closed
4872	BCP BSN Capital Partners London, United Kingdom	$0	-$105M	0	–	Closed
4873	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$0	-$2.04M	0	–	Closed
4874	CGM Capital Growth Management Boston, Massachusetts	$0	-$18.6M	0	–	Closed
4875	CPIM Coalescence Partners Investment Management New York	$0	-$12.1M	0	–	Closed