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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
5926	AFG Arkansas Financial Group Little Rock, Arkansas	$723K	$0	1	0.13%	Maintained
5927	WIC Whitegate Investment Counselors Concord, New Hampshire	$723K	-$79.2K	2	0.2%	Reduced
5928	DK David Kennon Sarasota, Florida	$719K	+$343K	2	0.31%	Increased
5929	NRA NSI Retail Advisors Warrendale, Pennsylvania	$716K	-$121K	1	0.11%	Reduced
5930	SIM SummerHaven Investment Management Stamford, Connecticut	$712K	+$9.55K	1	0.45%	Increased
5931	SJGA Stephen J. Garry & Associates Garden City, New York	$709K	+$222K	2	0.73%	Increased
5932	FI FIDELIS iM Medford, Oregon	$704K	+$1.21K	1	0.35%	Increased
5933	TFM Trademark Financial Management Bloomington, Minnesota	$701K	-$186K	2	0.58%	Reduced
5934	WFA Websterrogers Financial Advisors Florence, South Carolina	$700K	-$226K	2	0.25%	Reduced
5935	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$699K	-$264K	5	0.25%	Reduced
5936	SIAS Summit Investment Advisory Services Roseville, Minnesota	$697K	+$294K	2	0.41%	Increased
5937	AFTS American Financial & Tax Strategies New York	$694K	+$172K	2	0.37%	Increased
5938	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$693K	+$12.3K	2	3.76%	Increased
5939	BP BCK Partners Corning, New York	$692K	+$237K	2	0.37%	Increased
5940	CF Convergence Financial Columbia, Missouri	$692K	+$119K	2	0.29%	Increased
5941	HPA High Probability Advisors Pittsford, New York	$690K	-$27.5K	1	0.13%	Reduced
5942	CGIM Cannon Global Investment Management Davie, Florida	$688K	+$628K	4	1.85%	New
5943	SC Sinecera Capital Austin, Texas	$686K	+$211K	2	0.95%	Increased
5944	DAL Delta Air Lines Atlanta, Georgia	$683K	$0	1	0.07%	Maintained
5945	AAS Asset Allocation Strategies Farmington, Michigan	$680K	+$315K	2	0.24%	Increased
5946	EC EJF Capital Arlington, Virginia	$674K	-$6.05M	2	0.47%	Reduced
5947	MM Main Management San Francisco, California	$671K	+$195K	2	0.06%	Increased
5948	CSIA Carl Stuart Investment Advisor Austin, Texas	$671K	-$452K	1	0.44%	Reduced
5949	PWM Pacific Wealth Management San Diego, California	$671K	$0	2	0.38%	Maintained
5950	TPW TL Private Wealth Southlake, Texas	$670K	$0	1	0.33%	Maintained