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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
6151	VIM Villanova Investment Management Wayne, Pennsylvania	$2.27M	+$2.35M	1	2.02%	New
6152	SCA Strathmore Capital Advisors Charlotte, North Carolina	$2.26M	+$2.04M	5	1.65%	New
6153	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$2.25M	-$1.24M	5	0.57%	Reduced
6154	AAS AdviceOne Advisory Services Glastonbury, Connecticut	$2.25M	+$2.24M	5	1.99%	New
6155	ATC Advantage Trust Company Salina, Kansas	$2.24M	-$42.3K	12	1.32%	Reduced
6156	EMCIP Ewing Morris & Co Investment Partners Toronto, Ontario, Canada	$2.24M	+$2.2M	2	0.77%	New
6157	Highbridge Capital Management New York	$2.24M	+$2.88M	4	0.08%	New
6158	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$2.23M	-$2.07K	4	0.42%	Reduced
6159	SOAG Silver Oak Advisory Group Portland, Oregon	$2.23M	+$198K	2	1.18%	Increased
6160	MKW Mullaney, Keating & Wright Middletown, Connecticut	$2.23M	+$10.6K	3	1.51%	Increased
6161	UFF USA Financial Formulas Ada, Michigan	$2.23M	-$7.83M	6	0.35%	Reduced
6162	CWD Clarity Wealth Development Corvallis, Oregon	$2.22M	+$2.14M	4	2.41%	New
6163	WWWM White Wing Wealth Management The Wodlands, Texas	$2.22M	-$95.7K	3	1.65%	Reduced
6164	GA Gagnon Advisors New York	$2.22M	$0	1	1.42%	Maintained
6165	RWM Ruedi Wealth Management Champaign, Illinois	$2.22M	+$8.7K	14	0.7%	Increased
6166	MWA Martel Wealth Advisors Vancouver, Washington	$2.21M	+$487K	4	0.43%	Increased
6167	EFS Econ Financial Services Harrisburg, Pennsylvania	$2.21M	+$2.18M	2	1.27%	New
6168	CCP Cushing Capital Partners Delafield, Wisconsin	$2.21M	+$2.36M	3	2.13%	New
6169	OC OxenFree Capital Satellite Beach, Florida	$2.21M	-$9.53K	2	1.66%	Reduced
6170	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$2.2M	-$280K	4	1.11%	Reduced
6171	TFP Traction Financial Partners Encampment, Wyoming	$2.2M	+$453K	5	1.71%	Increased
6172	QEI QSV Equity Investors Naperville, Illinois	$2.19M	+$778	1	2.11%	Increased
6173	KV Kickstand Ventures Pittsford, New York	$2.19M	+$141K	3	0.56%	Increased
6174	GFG GR Financial Group Tucson, Arizona	$2.19M	+$1.21M	4	0.37%	Increased
6175	BGAI Bruce G. Allen Investments Denver, Colorado	$2.19M	-$279K	22	1.78%	Reduced