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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
5526	CA Clune & Associates Chicago, Illinois	$11.3M	+$367K	7	1.71%	Increased
5527	LIM Letson Investment Management Atlanta, Georgia	$11.3M	-$108K	7	4.16%	Reduced
5528	RMF Red Mountain Financial Fort Collins, Colorado	$11.3M	+$36.9K	5	9.48%	Increased
5529	LFS Littlejohn Financial Services Roseburg, Oregon	$11.3M	+$469K	10	8.21%	Increased
5530	PFM Peak Financial Management Wellesley, Massachusetts	$11.3M	+$387K	12	2.59%	Increased
5531	DWS Discipline Wealth Solutions Greenville, South Carolina	$11.3M	+$741K	11	0.98%	Increased
5532	RPA Redwood Park Advisors Redwood City, California	$11.3M	-$540K	23	7.41%	Reduced
5533	FFG First Financial Group Raleigh, North Carolina	$11.3M	+$333K	7	8.16%	Increased
5534	RCG Ridge Creek Global Strongsville, Ohio	$11.3M	+$1.01M	7	8.77%	Increased
5535	VF Vista Finance Clayton, Missouri	$11.3M	+$8.73M	6	6.3%	Increased
5536	WAG Wallace Advisory Group Lafayette, California	$11.3M	+$547K	11	10.58%	Increased
5537	DF Daviman Financial Noblesville, Indiana	$11.2M	-$414K	7	6.2%	Reduced
5538	PC PhiloSmith Capital Stamford, Connecticut	$11.2M	-$40.9K	1	3.05%	Reduced
5539	HWM HighMark Wealth Management St. Paul, Minnesota	$11.2M	+$3.24M	33	3.76%	Increased
5540	WCM Winebrenner Capital Management Louisville, Kentucky	$11.2M	+$242K	6	6.82%	Increased
5541	RLIM Red Lighthouse Investment Management New York	$11.2M	+$943K	7	3.34%	Increased
5542	QAM Q3 Asset Management Birmingham, Michigan	$11.2M	+$7.49M	4	2.05%	Increased
5543	PWM Paulson Wealth Management Wheaton, Illinois	$11.2M	+$450K	11	2.37%	Increased
5544	WAM WealthCare Asset Management Springfield, Missouri	$11.2M	+$7.47M	8	4.65%	Increased
5545	BF Blankinship & Foster Solana Beach, California	$11.2M	+$20.7K	9	2.26%	Increased
5546	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$11.2M	+$155K	5	2.53%	Increased
5547	AA ACT Advisors Asheville, North Carolina	$11.2M	+$1.48M	12	3.72%	Increased
5548	JTF J. Team Financial Abilene, Texas	$11.2M	+$1.81M	11	10.84%	Increased
5549	AWMG Alliance Wealth Management Group Flemington, New Jersey	$11.2M	+$768K	12	2.17%	Increased
5550	SR Syntax Research Boca Raton, Florida	$11.2M	-$12M	13	8.15%	Reduced