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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
6126	CCM Cambridge Capital Management O'fallon, Illinois	$231K	+$230K	1	0.15%	New
6127	AFFA ALM First Financial Advisors Dallas, Texas	$228K	$0	1	0.06%	Maintained
6128	MM Main Management San Francisco, California	$228K	-$356K	2	0.02%	Reduced
6129	SW Schulz Wealth Mansfield, Texas	$227K	$0	1	0.18%	Maintained
6130	LPP Life Planning Partners Jacksonville, Florida	$221K	+$19.2K	1	0.2%	Increased
6131	RR Robotti Robert	$221K	+$196K	1	0.03%	New
6132	BFA Brown Financial Advisory Fairhope, Alabama	$218K	-$8.28K	1	0.15%	Reduced
6133	GCP Garda Capital Partners Wayzata, Minnesota	$212K	-$489K	1	0.01%	Reduced
6134	SGI Swan Global Investments Durango, Colorado	$210K	-$5.56K	1	0.01%	Reduced
6135	WFS Weitzel Financial Services Dubuque, Iowa	$210K	-$208K	1	0.1%	Reduced
6136	VFA Virtus Fund Advisers Hartford, Connecticut	$209K	$0	2	0.85%	Maintained
6137	MAV Mason & Associates (Virginia) Newport News, Virginia	$208K	+$184K	1	0.06%	New
6138	FAM Frontier Asset Management Sheridan, Wyoming	$206K	+$335	1	0.07%	Increased
6139	EPM Elm Partners Management Philadelphia, Pennsylvania	$203K	+$201K	1	0.01%	New
6140	RC Rareview Capital Las Vegas, Nevada	$203K	$0	1	0.15%	Maintained
6141	CI CAZ Investments Houston, Texas	$201K	+$61.4K	1	0.12%	Increased
6142	SWS SYSTM Wealth Solutions Chicago, Illinois	$177K	-$49.6M	8	5.36%	Reduced
6143	WFA Wells Financial Advisors Framingham, Massachusetts	$171K	+$22.6K	4	0.23%	Increased
6144	AIM Ausbil Investment Management Sydney, Australia	$154K	-$696K	1	0.05%	Reduced
6145	MG MilWealth Group Milwaukee, Wisconsin	$147K	$0	4	0.04%	Maintained
6146	SR Summer Road West Palm Beach, Florida	$136K	$0	1	0.11%	Maintained
6147	NC Nixon Capital Austin, Texas	$129K	$0	1	0.05%	Maintained
6148	AIA Arcadia Investment Advisors Eagle, Idaho	$125K	+$122K	1	0.07%	New
6149	PC Periscope Capital Toronto, Ontario, Canada	$107K	-$842K	1	0.06%	Reduced
6150	PLU Performa Ltd (US) Charleston, South Carolina	$92.9K	+$17.1K	2	0.03%	Increased