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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
6176	BA Ballew Advisors Jackson, Mississippi	$6.01M	+$150K	7	3.11%	Increased
6177	FWM Forteris Wealth Management Armonk, New York	$6.01M	+$459K	7	4.92%	Increased
6178	IC Ikarian Capital Dallas, Texas	$6.01M	+$1.99M	3	0.65%	Increased
6179	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$6M	-$156K	31	3.31%	Reduced
6180	DFP Donalies Financial Planning Washington, District of Columbia	$6M	-$65.4K	4	4.42%	Reduced
6181	TFS truNorth Financial Services Chambersburg, Pennsylvania	$5.99M	+$1.18M	10	5.36%	Increased
6182	LWA Ledgewood Wealth Advisors Exeter, New Hampshire	$5.98M	+$274K	4	3.17%	Increased
6183	SLG Sanchez Levi Garrett	$5.98M	+$319K	5	3.24%	Increased
6184	FFL Financial Freedom LLC Cincinnati, Ohio	$5.97M	-$403K	10	2.74%	Reduced
6185	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$5.97M	-$4.88M	3	0.3%	Reduced
6186	TA TLS Advisors Miami, Florida	$5.96M	$0	1	17.54%	Maintained
6187	DIM DC Investments Management Mclean, Virginia	$5.96M	$0	3	2.03%	Maintained
6188	CFO Custos Family Office Austin, Texas	$5.95M	-$488K	8	3.57%	Reduced
6189	JWM JDH Wealth Management Santa Rosa, California	$5.95M	+$376K	9	3.62%	Increased
6190	VFM Vision Financial Markets Stamford, Connecticut	$5.94M	+$31.7K	25	5.16%	Increased
6191	HHRDM H&H Retirement Design & Management Las Vegas, Nevada	$5.93M	-$1.15M	6	2.7%	Reduced
6192	THC Truffle Hound Capital Bethesda, Maryland	$5.92M	+$838K	2	1.27%	Increased
6193	TOCUITCONY Trustees of Columbia University in the City of New York New York	$5.92M	+$6.3M	1	1.27%	New
6194	AF ASL Financial Los Gatos, California	$5.92M	+$646K	8	4.17%	Increased
6195	LAM Lotus Asset Management Nashville, Tennessee	$5.9M	+$6.02M	8	5.22%	New
6196	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$5.87M	-$1.57M	5	0.96%	Reduced
6197	RF Robinswood Financial Kirkland, Washington	$5.86M	+$2.23K	16	1.68%	Increased
6198	W WorthPointe La Jolla, California	$5.86M	-$1.09M	9	1.47%	Reduced
6199	GWA Geometric Wealth Advisors Washington, District of Columbia	$5.85M	+$201K	6	0.63%	Increased
6200	G Gainplan Bloomfield Hills, Michigan	$5.85M	+$2.5M	6	2.3%	Increased