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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
6301	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$5.32M	+$687K	9	1.11%	Increased
6302	GC Guilbault Capital Metairie, Louisiana	$5.32M	-$318K	4	5.34%	Reduced
6303	WAM Watershed Asset Management San Francisco, California	$5.31M	-$2.72M	4	4.75%	Reduced
6304	ACA Ackerman Capital Advisors Dallas, Texas	$5.31M	+$48.7K	5	1.07%	Increased
6305	OFG Orcam Financial Group Encinitas, California	$5.3M	+$4.99M	8	2.59%	Increased
6306	VWA VSM Wealth Advisory Hunt Valley, Maryland	$5.3M	-$116K	22	1.41%	Reduced
6307	RTC Riverview Trust Company Vancouver, Washington	$5.29M	-$449K	10	6.3%	Reduced
6308	GPW Gray Private Wealth Canton, Massachusetts	$5.29M	+$126K	7	2.28%	Increased
6309	SWM Sherman Wealth Management Gaithersburg, Maryland	$5.29M	+$389K	8	3.98%	Increased
6310	CWA Cascade Wealth Advisors Wenatchee, Washington	$5.28M	+$102K	4	2.12%	Increased
6311	WCM WealthTrak Capital Management Virginia Beach, Virginia	$5.28M	-$385K	6	3.47%	Reduced
6312	CC Climber Capital Nyon, Switzerland	$5.27M	-$1.39M	4	3.22%	Reduced
6313	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$5.26M	+$3.42M	1	2.9%	New
6314	LHWM Lake Hills Wealth Management Austin, Texas	$5.25M	+$2.1M	8	2.38%	Increased
6315	KFSN Keystone Financial Services (Nebraska) Omaha, Nebraska	$5.24M	+$1.5M	5	3.15%	Increased
6316	ACM Armbruster Capital Management Pittsford, New York	$5.24M	-$502K	8	0.78%	Reduced
6317	AAMC Asset Allocation & Management Company Chicago, Illinois	$5.24M	-$3.45M	6	1.71%	Reduced
6318	TCM TABR Capital Management Orange, California	$5.23M	+$585K	8	4.46%	Increased
6319	PHWM Palatine Hill Wealth Management Birmingham, Michigan	$5.23M	+$652K	9	4.21%	Increased
6320	HIA Harvest Investment Advisors Tallahassee, Florida	$5.23M	-$2.65K	4	2.59%	Reduced
6321	AFO Allie Family Office Miami, Florida	$5.22M	+$712K	6	1.93%	Increased
6322	AIFS A&I Financial Services Lone Tree, Colorado	$5.21M	-$46.1K	5	2.27%	Reduced
6323	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$5.2M	+$11.8K	10	16.13%	Increased
6324	CHWM Cauble & Harre Wealth Management Saint Louis, Missouri	$5.18M	-$18.3K	5	4.16%	Reduced
6325	ACM Archon Capital Management Seattle, Washington	$5.18M	-$7.48M	2	2.1%	Reduced