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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
5226	CCA Cadent Capital Advisors Tulsa, Oklahoma	$1.03M	-$104K	3	0.51%	Reduced
5227	PWA Peterson Wealth Advisors Orem, Utah	$1.02M	-$289K	1	0.31%	Reduced
5228	SC Shearwater Capital Denver, Colorado	$1.02M	$0	2	1.03%	Maintained
5229	GFL Granite FO LLC Bedford, New Hampshire	$1.02M	+$958K	6	0.79%	New
5230	TC Towle & Co Denver, Colorado	$1.02M	+$1.05M	1	0.14%	New
5231	AFG Affinia Financial Group Burlington, Massachusetts	$1.02M	+$32.3K	3	0.87%	Increased
5232	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$1.02M	+$1.03M	8	0.84%	New
5233	AW Avion Wealth The Woodlands, Texas	$1.01M	$0	14	0.32%	Maintained
5234	HIA HTG Investment Advisors New Canaan, Connecticut	$1.01M	+$1.01M	3	1.03%	New
5235	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$1.01M	+$24.1K	13	0.42%	Increased
5236	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$1M	-$10.1K	1	0.59%	Reduced
5237	Sageworth Trust Lancaster, Pennsylvania	$995K	-$98	15	0.08%	Reduced
5238	FPIS Financial Planning & Information Services De Pere, Wisconsin	$995K	-$36.8K	2	0.21%	Reduced
5239	PAM PVG Asset Management Golden, Colorado	$986K	+$398K	3	4.36%	Increased
5240	TA TKG Advisors Valparaiso, Indiana	$984K	-$4.44M	2	0.65%	Reduced
5241	BCP Berylson Capital Partners Boston, Massachusetts	$979K	+$1.14M	1	2.85%	New
5242	KIC Keating Investment Counselors Delray Beach, Florida	$976K	+$977K	1	0.38%	New
5243	RFP Roth Financial Partners Kingwood, Texas	$975K	$0	3	0.7%	Maintained
5244	SLT St Louis Trust Saint Louis, Missouri	$973K	+$480K	2	0.21%	Increased
5245	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$972K	-$56.9K	2	0.33%	Reduced
5246	PP PFS Partners Mine Hill, New Jersey	$971K	+$24.2K	14	1.02%	Increased
5247	AWM Avondale Wealth Management West Lake Hills, Texas	$967K	+$288K	7	0.84%	Increased
5248	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$961K	-$10.6K	3	0.51%	Reduced
5249	BAG Briggs Advisory Group Lincoln, Rhode Island	$957K	-$774K	1	0.61%	Reduced
5250	FF Financial Futures Brielle, New Jersey	$952K	$0	2	0.86%	Maintained