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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
5951	CPA Cathy Pareto & Associates Coral Gables, Florida	$7.62M	+$464K	9	4.47%	Increased
5952	GIM Guardian Investment Management Tiburon, California	$7.61M	-$484K	4	4.91%	Reduced
5953	WFA WestHill Financial Advisors San Rafael, California	$7.6M	+$163K	9	1.29%	Increased
5954	DSCM Del-Sette Capital Management Schenectady, New York	$7.6M	-$1.81M	6	4.44%	Reduced
5955	VW Veridan Wealth West Linn, Oregon	$7.59M	+$1.62M	8	2.58%	Increased
5956	VIM Vista Investment Management Pittsburgh, Pennsylvania	$7.59M	+$84.4K	6	2.28%	Increased
5957	HC Hara Capital Bellevue, Washington	$7.57M	+$92.9K	8	3.99%	Increased
5958	FTB First Trust Bank Nassau, Bahamas	$7.55M	+$7.87M	2	15.15%	New
5959	CCM Charter Capital Management Brookfield, Wisconsin	$7.55M	-$182K	7	3.34%	Reduced
5960	T Tableaux Stockbridge, Massachusetts	$7.53M	-$175K	7	3.17%	Reduced
5961	BCM Beartown Capital Management Huntington Woods, Michigan	$7.53M	-$12.1M	3	3.31%	Reduced
5962	WP Walleye Partners Madison, Wisconsin	$7.53M	+$384K	7	8.58%	Increased
5963	TIA Teucrium Investment Advisors Burlington, Vermont	$7.53M	+$3.64M	6	6.7%	Increased
5964	BFP Beacon Financial Planning Hyannis, Massachusetts	$7.51M	+$1.18M	9	2.55%	Increased
5965	FOR Family Office Research Bethesda, Maryland	$7.51M	+$2.31M	11	2.82%	Increased
5966	GPWA Great Point Wealth Advisors Boston, Massachusetts	$7.51M	-$52.6K	5	1.21%	Reduced
5967	CWMS Cannon Wealth Management Services Winston Salem, North Carolina	$7.51M	+$898K	9	4.11%	Increased
5968	FWP Fiduciary Wealth Partners Boston, Massachusetts	$7.5M	+$351K	8	4.13%	Increased
5969	CGH CMG Global Holdings Plano, Texas	$7.49M	+$406K	10	3.18%	Increased
5970	EFG Ehrlich Financial Group Laguna Niguel, California	$7.49M	+$4.2M	8	3.85%	Increased
5971	AC Aldebaran Capital Carmel, Indiana	$7.48M	-$125K	1	5.62%	Reduced
5972	GWSA Global Wealth Strategies & Associates Denver, Colorado	$7.47M	+$15.7K	10	1.42%	Increased
5973	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$7.47M	+$190K	6	2.7%	Increased
5974	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$7.47M	-$889K	4	5.18%	Reduced
5975	LAS LWM Advisory Services Plantation, Florida	$7.45M	-$3.78M	9	13.3%	Reduced