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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
6076	TFA Tranquilli Financial Advisor Clinton, New Jersey	$6.75M	-$67.5K	7	3.63%	Reduced
6077	PWM Partners Wealth Management Carmel By The Sea, California	$6.75M	+$105K	8	6.61%	Increased
6078	CBOR Community Bank of Raymore Raymore, Missouri	$6.73M	+$355K	4	3.97%	Increased
6079	BAM Banta Asset Management Newport Beach, California	$6.73M	+$1.28M	3	6.01%	Increased
6080	TI tru Independence Portland, Oregon	$6.73M	+$54.3K	7	2.94%	Increased
6081	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$6.73M	-$5.66K	6	2.11%	Reduced
6082	CWA Continuum Wealth Advisors Saratoga Springs, New York	$6.72M	+$182K	8	2.27%	Increased
6083	SCMS Serenity Capital Management (Singapore) Singapore	$6.72M	$0	1	2.03%	Maintained
6084	PF PlanVest Financial Gaithersburg, Maryland	$6.71M	+$450K	27	4.48%	Increased
6085	TWA Tandem Wealth Advisors Phoenix, Arizona	$6.71M	+$307K	5	2.67%	Increased
6086	MWM MBE Wealth Management Tomah, Wisconsin	$6.71M	+$701K	8	2.36%	Increased
6087	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$6.7M	+$3.67M	4	4.21%	Increased
6088	AFS AFG Fiduciary Services Hingham, Massachusetts	$6.68M	-$5.2M	4	5.2%	Reduced
6089	TP Thayer Partners Wyndmoor, Pennsylvania	$6.67M	+$679K	8	2.76%	Increased
6090	CWR Chico Wealth RIA Chico, California	$6.67M	+$1.72M	8	3.48%	Increased
6091	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$6.66M	+$989K	9	0.95%	Increased
6092	YF Yu Fan	$6.66M	-$3.93M	1	6.17%	Reduced
6093	AA Addison Advisors Middlebury, Vermont	$6.65M	-$19.2M	26	3.14%	Reduced
6094	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$6.65M	+$179K	9	1.23%	Increased
6095	EC EntryPoint Capital New York	$6.64M	+$1.84M	12	1.61%	Increased
6096	MAM Markin Asset Management Rye, New York	$6.63M	+$1.35M	8	5.67%	Increased
6097	Potomac Fund Management Miami, Florida	$6.63M	+$10.7K	8	0.17%	Increased
6098	CWMP Clarion Wealth Managment Partners Fairfax, Virginia	$6.62M	+$496K	8	5.35%	Increased
6099	DG Dala Group Hoffman Estates, Illinois	$6.62M	-$14.8M	7	5.45%	Reduced
6100	WCM Washington Capital Management Seattle, Washington	$6.62M	+$417K	6	4.37%	Increased