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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
5601	AFS Access Financial Services Minneapolis, Minnesota	$10.6M	+$563K	7	3.48%	Increased
5602	HP Haven Private Orlando, Florida	$10.6M	-$272K	12	4.04%	Reduced
5603	SI Stonekeep Investments Sante Fe, New Mexico	$10.6M	+$350K	7	6.18%	Increased
5604	PCR Potrero Capital Research San Francisco, California	$10.6M	+$1.82M	4	5.9%	Increased
5605	BU Brown University Providence, Rhode Island	$10.6M	$0	1	9.5%	Maintained
5606	HGA Hobbs Group Advisors Columbia, South Carolina	$10.6M	+$169K	6	2.79%	Increased
5607	SFG Southern Financial Group Birmingham, Alabama	$10.6M	+$1.3M	14	2.71%	Increased
5608	RIS Richmond Investment Services Mequon, Wisconsin	$10.6M	-$17.9M	14	3.35%	Reduced
5609	ANC Ames National Corp Ames, Iowa	$10.6M	-$361K	4	5.82%	Reduced
5610	CL COWA LLC Tulsa, Oklahoma	$10.6M	+$1.11M	11	2.66%	Increased
5611	RTC Real Talk Capital Franklin, Tennessee	$10.6M	+$2.24M	11	7.88%	Increased
5612	AIA Arbor Investment Advisors Winston Salem, North Carolina	$10.6M	+$5.61M	10	1.2%	Increased
5613	LI Latash Investments Anchorage, Alaska	$10.6M	$0	3	7.75%	Maintained
5614	PA ProCore Advisors Newport Beach, California	$10.6M	+$427K	13	13.1%	Increased
5615	SVWG Shared Vision Wealth Group Carlsbad, United States	$10.6M	-$1.05M	6	3.63%	Reduced
5616	UIM Unified Investment Management Atlanta, Georgia	$10.6M	-$524K	9	9.74%	Reduced
5617	GRA Golden Road Advisors Tampa, Florida	$10.6M	+$1.08M	11	5.12%	Increased
5618	MAP Moody Aldrich Partners Marblehead, Massachusetts	$10.6M	-$5.92M	5	1.9%	Reduced
5619	SG Sankala Group Lyons, Colorado	$10.5M	+$1.73M	27	7.04%	Increased
5620	PSF Pacific Sun Financial Los Angeles, California	$10.5M	+$581K	9	4.34%	Increased
5621	ASG Advisory Solutions Group Plymouth, Minnesota	$10.5M	+$10.7M	12	3.56%	New
5622	WCP Wealthcare Capital Partners West Chester, Pennsylvania	$10.5M	+$1.43M	14	4.33%	Increased
5623	MWS MFA Wealth Services Thousand Oaks, California	$10.5M	+$319K	11	6.26%	Increased
5624	E EntreWealth Austin, Texas	$10.5M	+$4.12M	9	3.88%	Increased
5625	RFO RiverGlades Family Offices Naples, Florida	$10.5M	+$4.79M	11	4.8%	Increased