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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
4901	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$17.7M	-$10.7M	9	6.61%	Reduced
4902	LA Latitude Advisors Vero Beach, Florida	$17.7M	-$144K	15	7.07%	Reduced
4903	WA Watchtower Advisors Old Greenwich, Connecticut	$17.7M	-$25.4M	2	9.87%	Reduced
4904	BW Balance Wealth Delaware, Ohio	$17.7M	+$1.61M	13	4.71%	Increased
4905	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$17.7M	+$44.6K	10	6.3%	Increased
4906	CCP Clifford Capital Partners Alpine, Utah	$17.7M	+$19.9M	1	2.44%	New
4907	MAMHA MY.Alpha Management HK Advisors Hong Kong	$17.7M	-$5.81M	1	6.82%	Reduced
4908	JBC Jefferson Bridge Capital Nashville, Tennessee	$17.7M	-$828K	7	15.35%	Reduced
4909	FHM Framtiden Holdings Management Chicago, Illinois	$17.7M	$0	1	10.73%	Maintained
4910	AMG Asset Management Group Stamford, Connecticut	$17.7M	+$44.7K	7	2.59%	Increased
4911	SFS Searcy Financial Services Overland Park, Kansas	$17.7M	-$649K	4	5.93%	Reduced
4912	GWWM Great Waters Wealth Management Shoreview, Minnesota	$17.7M	+$403K	10	1.64%	Increased
4913	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$17.7M	-$122M	2	0.99%	Reduced
4914	BM Bislett Management Palo Alto, California	$17.7M	$0	1	11.97%	Maintained
4915	ROP Rule One Partners Moreland, Georgia	$17.7M	+$4.34M	2	2.54%	Increased
4916	TCG Transcendent Capital Group Edmond, Oklahoma	$17.7M	+$4.37M	7	6.87%	Increased
4917	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$17.6M	+$197K	21	6.92%	Increased
4918	HA Helium Advisors Everett, Washington	$17.6M	-$521K	9	14.65%	Reduced
4919	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$17.6M	+$4.2M	9	2.76%	Increased
4920	DEA DoubleLine ETF Adviser Tampa, Florida	$17.6M	-$9.68M	3	7.27%	Reduced
4921	TWM TSA Wealth Management Houston, Texas	$17.6M	+$991K	11	4.97%	Increased
4922	SWP Stone Wealth Partners Lafayette, Louisiana	$17.6M	+$3.02M	11	12.84%	Increased
4923	BRWM Blue Rock Wealth Management Winston-Salem, North Carolina	$17.6M	+$534K	13	9.78%	Increased
4924	CCMG Connecticut Capital Management Group Milford, Connecticut	$17.5M	+$572K	15	14.12%	Increased
4925	IPWA International Private Wealth Advisors San Diego, California	$17.5M	+$4.66M	8	9.02%	Increased