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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	SOAG Silver Oak Advisory Group Portland, Oregon	$1.55M	-$48K	2	1.01%	Reduced
5227	TCSAM Tyrus Capital S.A.M. Monaco	$1.54M	$0	1	10.82%	Maintained
5228	TA Teton Advisors Rye, New York	$1.53M	$0	2	0.43%	Maintained
5229	OR Olympiad Research Stamford, Connecticut	$1.52M	+$93.6K	4	1.5%	Increased
5230	SFA Seneca Financial Advisors Rochester, New York	$1.52M	+$123K	2	1.01%	Increased
5231	PI Pachira Investments Dana Point, California	$1.51M	+$519K	4	1.63%	Increased
5232	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$1.51M	+$94.5K	4	0.56%	Increased
5233	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$1.5M	-$28.8K	7	0.47%	Reduced
5234	QC QCM Cayman Houston, Texas	$1.5M	-$617K	6	8.85%	Reduced
5235	EFI EHP Funds Inc Toronto, Canada	$1.5M	+$705K	2	0.37%	Increased
5236	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$1.5M	+$191K	2	0.36%	Increased
5237	SCM Stordahl Capital Management Greenwood Village, Colorado	$1.5M	+$313	2	0.43%	Increased
5238	NPPM North Point Portfolio Managers Orange Village, Ohio	$1.5M	-$436K	1	0.3%	Reduced
5239	SC Steph & Co Marinette, Wisconsin	$1.49M	+$70K	8	0.81%	Increased
5240	SCM Springhouse Capital Management Westport, Connecticut	$1.48M	-$5.92M	2	2.49%	Reduced
5241	ODFS O'Donnell Financial Services San Rafael, California	$1.48M	+$218K	3	0.89%	Increased
5242	LWA Lowe Wealth Advisors Columbia, Maryland	$1.48M	-$6.36K	14	0.75%	Reduced
5243	WA Wealthstar Advisors Plano, Texas	$1.47M	+$213K	3	0.62%	Increased
5244	PD Planning Directions Glen Mills, Pennsylvania	$1.47M	+$1.57K	2	1.07%	Increased
5245	RSCM Rock Springs Capital Management Baltimore, Maryland	$1.47M	$0	1	0.04%	Maintained
5246	AWM Act Wealth Management Plano, Texas	$1.46M	-$74.6K	1	0.82%	Reduced
5247	FPIS Financial Planning & Information Services De Pere, Wisconsin	$1.46M	+$62.5K	2	0.27%	Increased
5248	PP PFS Partners Mine Hill, New Jersey	$1.46M	+$147K	16	1.22%	Increased
5249	PPWM PFG Private Wealth Management Lutz, Florida	$1.46M	-$108K	9	0.86%	Reduced
5250	TFA Tobias Financial Advisors Plantation, Florida	$1.45M	+$230K	4	0.39%	Increased