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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
5376	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$941K	+$16.2K	21	0.34%	Increased
5377	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$935K	-$150K	8	0.5%	Reduced
5378	BF Brogan Financial Knoxville, Tennessee	$935K	$0	1	0.79%	Maintained
5379	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$933K	-$88.5K	2	10.66%	Reduced
5380	HCM Hutner Capital Management Manchester, Vermont	$933K	+$196K	1	0.55%	Increased
5381	CC Cannell Capital Alta, Wyoming	$931K	$0	1	0.19%	Maintained
5382	Delta Accumulation LLC Sausalito, California	$929K	+$345K	4	0.31%	Increased
5383	SAM Southeastern Asset Management Memphis, Tennessee	$926K	-$96.1M	1	0.03%	Reduced
5384	PFG Piershale Financial Group Barrington, Illinois	$923K	-$216K	12	0.59%	Reduced
5385	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$922K	-$2.74M	1	0.36%	Reduced
5386	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$922K	+$1.46K	10	0.37%	Increased
5387	GC Gibson Capital Wexford, Pennsylvania	$920K	-$199K	2	0.24%	Reduced
5388	NRA NSI Retail Advisors Warrendale, Pennsylvania	$920K	-$62.7K	1	0.15%	Reduced
5389	CSIA Carl Stuart Investment Advisor Austin, Texas	$918K	+$342K	2	0.7%	Increased
5390	SC Soundwatch Capital Rowayton, Connecticut	$917K	+$2.32K	2	0.23%	Increased
5391	SFSG Sound Financial Strategies Group Madison, Mississippi	$915K	+$883K	1	0.67%	New
5392	WH Whitcomb & Hess Ashland, Ohio	$910K	+$940	1	0.33%	Increased
5393	FSWA Financial Synergies Wealth Advisors Houston, Texas	$910K	-$90.3K	19	0.13%	Reduced
5394	MLRA Main Line Retirement Advisors Whitefish, Montana	$909K	+$836K	1	0.85%	New
5395	CIAS CBIZ Investment Advisory Services Independence, Ohio	$908K	-$15.7K	1	0.08%	Reduced
5396	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$908K	-$23.2K	1	1.2%	Reduced
5397	CCM Cutler Capital Management Worcester, Massachusetts	$908K	-$360K	2	0.43%	Reduced
5398	WFA Websterrogers Financial Advisors Florence, South Carolina	$908K	-$62.7K	1	0.4%	Reduced
5399	BHCM Boulder Hill Capital Management New York	$903K	+$470K	2	1.74%	Increased
5400	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$902K	-$17.6K	1	0.72%	Reduced