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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
5626	E EntreWealth Austin, Texas	$10.5M	+$4.12M	9	3.88%	Increased
5627	RFO RiverGlades Family Offices Naples, Florida	$10.5M	+$4.79M	11	4.8%	Increased
5628	CAS Coppell Advisory Solutions Coppell, Texas	$10.4M	+$19.1M	17	0.86%	Increased
5629	CCA Cravens & Co Advisors Cookeville, Tennessee	$10.4M	+$1.03M	5	7.01%	Increased
5630	PFG Prospect Financial Group Arlington, Virginia	$10.4M	+$190K	10	8.41%	Increased
5631	HAFG Hansen & Associates Financial Group Roseville, California	$10.4M	+$1.49M	8	5.96%	Increased
5632	KP Kiltearn Partners Edinburgh, United Kingdom	$10.4M	+$9.44M	1	2.52%	Increased
5633	LWM Laidlaw Wealth Management New York City, New York	$10.4M	+$379K	11	29.63%	Increased
5634	BWA Brave Warrior Advisors New York	$10.4M	+$910K	4	0.23%	Increased
5635	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$10.4M	-$624K	7	2.6%	Reduced
5636	FF Fluent Financial Dallas, Texas	$10.4M	+$9.81M	4	3.7%	Increased
5637	JRSI Jeter Robert S II	$10.4M	+$590K	11	9.93%	Increased
5638	WB West Bancorporation West Des Moines, Iowa	$10.4M	-$549K	9	4.43%	Reduced
5639	LGW Leslie Global Wealth Itasca, Illinois	$10.4M	+$318K	11	4.03%	Increased
5640	PWP Parkwoods Wealth Partners Syracuse, New York	$10.3M	+$4.75M	11	1.66%	Increased
5641	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$10.3M	-$1.92M	4	3.6%	Reduced
5642	CCA Coign Capital Advisors Draper, Utah	$10.3M	-$1.81M	7	4.65%	Reduced
5643	RIM Rockbridge Investment Management Syracuse, New York	$10.3M	+$309K	8	0.84%	Increased
5644	CSIA Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$10.3M	+$2.04M	10	1.68%	Increased
5645	HCM Hillman Capital Management Bethesda, Maryland	$10.3M	-$1.41M	7	7.46%	Reduced
5646	HSM H Squared Management New York	$10.3M	-$5.02M	1	6.6%	Reduced
5647	FCU Financial Concepts Unlimited Centreville, Maine	$10.3M	-$951K	5	8.08%	Reduced
5648	RK Rather & Kittrell Knoxville, Tennessee	$10.3M	+$1.34M	9	1.44%	Increased
5649	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$10.3M	+$108K	13	8.6%	Increased
5650	RCM RMR Capital Management Tustin, California	$10.3M	-$153K	5	7.08%	Reduced