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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
5276	PIMG Patriot Investment Management Group Knoxville, Tennessee	$13.8M	-$515K	10	0.8%	Reduced
5277	WCM Warburton Capital Management Tulsa, Oklahoma	$13.8M	+$1.16M	13	5.59%	Increased
5278	MA MBA Advisors Hermitage, Pennsylvania	$13.8M	+$917K	12	4.63%	Increased
5279	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$13.7M	-$94.9K	19	4.27%	Reduced
5280	HA Heartland Advisors Milwaukee, Wisconsin	$13.7M	-$2.29M	6	0.61%	Reduced
5281	MPW Magnolia Private Wealth Philadelphia, Pennsylvania	$13.7M	+$3.9M	13	7.54%	Increased
5282	NC Nitorum Capital New York	$13.7M	-$6.34M	2	9.34%	Reduced
5283	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$13.7M	+$294K	17	18.66%	Increased
5284	MA MKT Advisors Escondido, California	$13.7M	-$692K	11	4.25%	Reduced
5285	PWA Portus Wealth Advisors Charlotte, North Carolina	$13.7M	+$457K	7	11.24%	Increased
5286	BFG Buttonwood Financial Group Kansas City, Missouri	$13.6M	-$4.31M	1	7.8%	Reduced
5287	VFA Values First Advisors Gray, Tennessee	$13.6M	+$2.75M	9	6.22%	Increased
5288	ZWA Zinnia Wealth Advisory Ocala, Florida	$13.6M	+$72.4K	13	13.88%	Increased
5289	BWG Beta Wealth Group San Diego, California	$13.6M	-$701K	11	5.09%	Reduced
5290	CWA CJM Wealth Advisers Falls Church, Virginia	$13.6M	-$65.5K	8	3.56%	Reduced
5291	MAM Mainsail Asset Management Birmingham, Alabama	$13.6M	+$402K	11	5.32%	Increased
5292	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$13.5M	+$1.24M	21	5.54%	Increased
5293	OCG Opus Capital Group Cincinnati, Ohio	$13.5M	+$288K	8	1.31%	Increased
5294	CFA CWS Financial Advisors Kalamazoo, Michigan	$13.5M	+$360K	9	3%	Increased
5295	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$13.5M	+$245K	12	3.62%	Increased
5296	DWA Delos Wealth Advisors Dallas, Texas	$13.5M	+$846K	16	6.92%	Increased
5297	EP EPIQ Partners Minneapolis, Minnesota	$13.5M	+$504K	8	5.72%	Increased
5298	T TrustBank Olney, Illinois	$13.5M	-$321K	11	4.57%	Reduced
5299	IW Instrumental Wealth Tampa, Florida	$13.5M	+$1.94M	12	6.81%	Increased
5300	PHWM Pine Harbor Wealth Management Silver Spring, Maryland	$13.5M	+$75.6K	8	3.6%	Increased