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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
4926	LCM LuminArx Capital Management New York	$17.5M	+$30.2M	5	3.59%	Increased
4927	MWM MOR Wealth Management Philadelphia, Pennsylvania	$17.5M	-$116K	12	6.97%	Reduced
4928	YCM Yiheng Capital Management San Francisco, California	$17.5M	-$7.64M	2	6.01%	Reduced
4929	WM Whitford Management New York	$17.5M	+$2.44M	6	15.61%	Increased
4930	STA Shade Tree Advisors Saratoga Springs, New York	$17.5M	-$9.34M	2	10.18%	Reduced
4931	BHPW Box Hill Private Wealth Scottsdale, Arizona	$17.5M	+$1.3M	12	14.01%	Increased
4932	CW CrossGen Wealth Greenville, North Carolina	$17.5M	-$4.63K	14	13.56%	Reduced
4933	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$17.4M	+$2.17M	11	5.71%	Increased
4934	CCM Callodine Capital Management Boston, Massachusetts	$17.4M	-$359K	1	1.14%	Reduced
4935	SCM Shaolin Capital Management Miami, Florida	$17.4M	+$17.4M	4	0.83%	New
4936	PMFA Plante Moran Financial Advisors Southfield, Michigan	$17.4M	-$359K	37	0.81%	Reduced
4937	VDC Van Diest Capital Poly City, Iowa	$17.3M	-$8.82M	14	15.55%	Reduced
4938	FEM Fulcrum Equity Management Plano, Texas	$17.3M	+$2.78M	16	12.72%	Increased
4939	SSA Shepherd Street Advisors Larkspur, California	$17.3M	-$771K	7	15.22%	Reduced
4940	WS Wilian Securities Vadnais Heights, Minnesota	$17.3M	+$7.65M	9	10.24%	Increased
4941	AFM Armstrong Fleming & Moore Washington, District of Columbia	$17.3M	+$483K	11	5.74%	Increased
4942	SCM Spreng Capital Management Bucyrus, Ohio	$17.3M	+$1.29M	8	6.29%	Increased
4943	BAG Bridgewealth Advisory Group Fresno, California	$17.3M	+$819K	9	3.26%	Increased
4944	FA Fiducient Advisors Chicago, Illinois	$17.3M	-$7.84M	10	2.48%	Reduced
4945	BI Bradyco Inc Cambridge, Massachusetts	$17.3M	-$13.9M	4	19.82%	Reduced
4946	DM Diker Management New York	$17.3M	-$7.18M	5	13.3%	Reduced
4947	RCA Rose Capital Advisors Miami Beach, Florida	$17.3M	+$17.6M	10	8.65%	New
4948	MWP Momentum Wealth Planning Estero, Florida	$17.3M	-$1.29M	7	12.62%	Reduced
4949	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$17.2M	+$98.8K	11	4.35%	Increased
4950	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$17.2M	+$666K	12	9.89%	Increased