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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
6001	NIMC Nierenberg Investment Management Company Camas, Washington	$629K	$0	1	0.35%	Maintained
6002	CM Cornerstone Management Duluth, Georgia	$625K	$0	2	0.14%	Maintained
6003	WCM Windham Capital Management Boston, Massachusetts	$624K	$0	1	0.49%	Maintained
6004	VAG Vannoy Advisory Group Austin, Texas	$621K	-$64.6K	2	0.48%	Reduced
6005	SA Stewardship Advisors Mount Joy, Pennsylvania	$620K	+$218K	2	0.21%	Increased
6006	HC Hoese & Co Glencoe, Minnesota	$619K	-$18.4K	7	0.54%	Reduced
6007	TF Theory Financial Fort Collins, Colorado	$613K	-$3.75M	2	0.29%	Reduced
6008	DCM Dean Capital Management Overland Park, Kansas	$609K	+$622K	1	0.78%	New
6009	DAL Delta Air Lines Atlanta, Georgia	$604K	$0	1	0.08%	Maintained
6010	CT ClearAlpha Technologies Greenwich, Connecticut	$602K	-$3.09M	2	0.2%	Reduced
6011	GSC Ground Swell Capital Folly Beach, South Carolina	$597K	-$24.2K	4	0.46%	Reduced
6012	WFA Websterrogers Financial Advisors Florence, South Carolina	$596K	-$196K	2	0.21%	Reduced
6013	BWA BCU Wealth Advisors Vernon Hills, Illinois	$587K	$0	2	0.43%	Maintained
6014	EL EQ LLC Bellevue, Washington	$585K	+$202K	2	0.35%	Increased
6015	PWS Physician Wealth Solutions North Las Vegas, Nevada	$582K	$0	1	0.42%	Maintained
6016	NPI New Perspectives Inc Ridgeland, Mississippi	$582K	+$178K	2	0.31%	Increased
6017	MM Main Management San Francisco, California	$580K	-$105K	3	0.05%	Reduced
6018	NOI Newton One Investments Newark, Delaware	$576K	+$1.63K	4	0.25%	Increased
6019	FIA FPC Investment Advisory Petaluma, California	$575K	+$1.14M	9	0.52%	Increased
6020	SAS SMI Advisory Services Columbus, Indiana	$562K	+$433K	1	0.14%	New
6021	MWA Mills Wealth Advisors Southlake, Texas	$560K	-$61.7K	2	0.4%	Reduced
6022	NFP NorthLanding Financial Partners Rochester, New York	$557K	+$201K	2	0.59%	Increased
6023	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$557K	-$39.3K	2	0.05%	Reduced
6024	OAP One Advisory Partners Overland Park, Kansas	$555K	+$302K	2	0.26%	Increased
6025	T TrueFG Cedar Park, Texas	$554K	+$15.6K	1	0.2%	Increased