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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
6351	TWCA Two West Capital Advisors Overland Park, Kansas	$1.97M	+$598K	4	1.19%	Increased
6352	Bellevue Group Kuesnacht, Switzerland	$1.97M	+$474K	10	0.04%	Increased
6353	NHFG New Harbor Financial Group Worcester, Massachusetts	$1.97M	+$1.03M	3	0.4%	Increased
6354	SMF Sterling Manor Financial Saratoga Springs, New York	$1.97M	+$333K	5	1.24%	Increased
6355	BGWM Bridge Generations Wealth Management South Miami, Florida	$1.96M	+$136K	6	1.3%	Increased
6356	BRIA Balanced Rock Investment Advisors Roslindale, Massachusetts	$1.96M	+$137K	5	1.43%	Increased
6357	LWM Luminvest Wealth Management Scottsdale, Arizona	$1.95M	+$22.1K	5	0.64%	Increased
6358	PCM Passive Capital Management Baltimore, Maryland	$1.95M	-$1.09M	3	0.64%	Reduced
6359	CFS Compass Financial Services West Des Moines, Iowa	$1.95M	-$57.6K	18	0.86%	Reduced
6360	SIA Spectrum Investment Advisors Mequon, Wisconsin	$1.95M	+$810K	4	1.05%	Increased
6361	TFP Traction Financial Partners Encampment, Wyoming	$1.93M	+$235K	4	1.19%	Increased
6362	SIM Spark Investment Management New York	$1.93M	-$872K	2	4.85%	Reduced
6363	KFG Kropog Financial Group Mandeville, Louisiana	$1.93M	+$25.3K	4	1.58%	Increased
6364	VF Vawter Financial Columbus, Ohio	$1.92M	+$1.29M	5	0.87%	Increased
6365	SL Systelligence LLC Bloomington, Minnesota	$1.92M	+$1.77M	1	0.36%	New
6366	NA Nottingham Advisors Amherst, New York	$1.91M	+$186K	5	0.27%	Increased
6367	Advent Capital Management New York	$1.91M	-$15M	2	0.04%	Reduced
6368	QEI QSV Equity Investors Naperville, Illinois	$1.91M	-$242K	1	1.95%	Reduced
6369	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$1.9M	-$2.02M	4	0.85%	Reduced
6370	WCM Woodson Capital Management Greenwich, Connecticut	$1.9M	-$3.91M	1	0.34%	Reduced
6371	SWM SpringVest Wealth Management Dallas, Texas	$1.9M	+$411K	4	1.4%	Increased
6372	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$1.9M	-$656K	6	3.86%	Reduced
6373	DWA Delta Wealth Advisors Indianapolis, Indiana	$1.89M	$0	4	1.48%	Maintained
6374	1L 10Elms LLP Tulsa, Oklahoma	$1.88M	+$51.1K	6	1.69%	Increased
6375	OWA Oak Wealth Advisors Northbrook, Illinois	$1.88M	+$165K	4	1.09%	Increased