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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
5576	OBGC O'Brien Greene & Co Media, Pennsylvania	$10.9M	-$983K	4	3%	Reduced
5577	HFAS Hummer Financial Advisory Services Chicago, Illinois	$10.9M	+$17.2K	8	7.15%	Increased
5578	BC Barnett & Company Chattanooga, Tennessee	$10.9M	+$75.1K	6	8.05%	Increased
5579	AWM AAF Wealth Management Westborough, Massachusetts	$10.9M	-$567K	8	4.01%	Reduced
5580	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$10.9M	-$99.4K	9	2.94%	Reduced
5581	BAM Broyhill Asset Management Charlotte, North Carolina	$10.9M	+$1.14M	9	9.65%	Increased
5582	IWS Integrity Wealth Solutions Denver, Colorado	$10.8M	-$57.6K	8	4%	Reduced
5583	CCA Carrera Capital Advisors Troy, Michigan	$10.8M	+$1.64M	9	1.6%	Increased
5584	PLC Pillsbury Lake Capital San Francisco, California	$10.8M	+$8.21M	2	2.95%	Increased
5585	CHIA Copper Harbor Investment Advisors Appleton, Wisconsin	$10.8M	+$11.2M	6	2.29%	New
5586	LL LPWM LLC Minneapolis, Minnesota	$10.8M	-$51.1K	7	2.39%	Reduced
5587	SPIO Seven Post Investment Office San Francisco, California	$10.8M	+$10.2M	5	3.05%	Increased
5588	MWM Maltin Wealth Management Ridgewood, New Jersey	$10.7M	+$5.46M	6	3.59%	Increased
5589	MASM MH & Associates Securities Management Carlsbad, California	$10.7M	-$2.8M	9	9.62%	Reduced
5590	CCP Cassia Capital Partners Winston Salem, North Carolina	$10.7M	-$17K	6	5.2%	Reduced
5591	PFA Professional Financial Advisors North Platte, Nebraska	$10.7M	+$1.79M	9	1.85%	Increased
5592	BAM Blueshift Asset Management Red Bank, New Jersey	$10.7M	-$2.67M	19	2.48%	Reduced
5593	GAM Gould Asset Management Claremont, California	$10.7M	+$421K	12	1.68%	Increased
5594	CCMI Creative Capital Management Investments San Diego, California	$10.7M	+$3.18M	32	2.46%	Increased
5595	BWMG Barnes Wealth Management Group Bakersfield, California	$10.7M	-$16K	11	4.94%	Reduced
5596	SGM Scalar Gauge Management Dallas, Texas	$10.7M	+$4.01M	3	5.88%	Increased
5597	WAG Windsor Advisory Group Columbus, Ohio	$10.7M	+$7.06M	5	7.75%	Increased
5598	SST S Squared Technology New York	$10.7M	-$4.27M	1	3.31%	Reduced
5599	MPCG Matrix Private Capital Group New York	$10.7M	+$343K	9	4.64%	Increased
5600	CAG Cypress Advisory Group Scottsdale, Arizona	$10.7M	+$65.7K	4	8.26%	Increased