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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
6051	KFI Kachkovsky & Fisher Inc San Diego, California	$6.87M	+$6.85M	6	6.61%	New
6052	CAM Campion Asset Management Falls Church, Virginia	$6.87M	+$200K	7	4.19%	Increased
6053	SWCM Sullivan Wood Capital Management Washington, District of Columbia	$6.86M	+$459K	5	9.4%	Increased
6054	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$6.86M	-$222K	7	2.32%	Reduced
6055	GC Granville Capital Greensboro, North Carolina	$6.86M	+$147K	8	3.06%	Increased
6056	KWA Kondo Wealth Advisors Pasadena, California	$6.85M	+$828K	9	2.29%	Increased
6057	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$6.84M	+$345K	17	4.05%	Increased
6058	RW Rede Wealth Charlottesville, Virginia	$6.84M	+$392K	5	2.26%	Increased
6059	SWM SK Wealth Management Providence, Rhode Island	$6.84M	-$222K	6	1.54%	Reduced
6060	LFA Level Financial Advisors East Amherst, New York	$6.83M	-$102K	6	1.53%	Reduced
6061	OCFG O'Connor Financial Group Quincy, Illinois	$6.82M	+$1.29M	10	2.41%	Increased
6062	SLT St Louis Trust Saint Louis, Missouri	$6.82M	-$4.39M	7	0.78%	Reduced
6063	Kohlberg Kravis Roberts & Co New York	$6.82M	$0	1	0.12%	Maintained
6064	EP E6 Portfolios Midvale, Utah	$6.81M	+$6.86M	11	5.44%	Increased
6065	JE Jacobs Equity Draper, Utah	$6.81M	+$2.61M	7	4.71%	Increased
6066	PCI Planning Center Inc Moline, Illinois	$6.8M	-$9.86K	7	0.64%	Reduced
6067	TIP Tandem Investment Partners Bordentown, New Jersey	$6.79M	-$506K	5	5.24%	Reduced
6068	CAM Clio Asset Management Charlottesville, Virginia	$6.79M	-$3.38M	1	5.4%	Reduced
6069	SWM Seed Wealth Management Evanston, Illinois	$6.78M	-$1.19M	8	4.29%	Reduced
6070	CFM Comprehensive Financial Management Los Gatos, California	$6.78M	+$550K	5	0.22%	Increased
6071	AW Apricus Wealth Beaufort, South Carolina	$6.78M	+$284K	7	3.24%	Increased
6072	HBFP Henderson Brothers Financial Partners Pittsburgh, Pennsylvania	$6.77M	-$9.83M	7	3.2%	Reduced
6073	CCAL City Center Advisors LLC Troy, Michigan	$6.77M	-$825K	10	5.48%	Reduced
6074	CBT CoreFirst Bank & Trust Topeka, Kansas	$6.76M	-$143K	11	3.36%	Reduced
6075	BFAG Blackston Financial Advisory Group The Villages, Florida	$6.75M	+$730K	10	3.81%	Increased