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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
6551	FHB First Hawaiian Bank Honolulu, Hawaii	$3.96M	$0	4	0.5%	Maintained
6552	CAG Compass Advisory Group Melville, New York	$3.95M	+$274K	6	0.94%	Increased
6553	DS Dudley & Shanley Palm Beach, Florida	$3.94M	$0	1	0.6%	Maintained
6554	MCA Maryland Capital Advisors Chester, Maryland	$3.93M	+$4M	26	1.26%	New
6555	OM OV Management Minneapolis, Minnesota	$3.93M	-$460K	9	7.34%	Reduced
6556	CFIM Client First Investment Management West Bend, Wisconsin	$3.92M	+$1.84M	2	1.65%	Increased
6557	CWP Corepath Wealth Partners Scottsdale, Arizona	$3.92M	+$255K	7	2.44%	Increased
6558	FA Forefront Analytics West Conshohocken, Pennsylvania	$3.91M	+$1.09M	1	4.25%	Increased
6559	FRA FFG Retirement Advisors Centennial, Colorado	$3.9M	-$22.7K	1	2.06%	Reduced
6560	RSF Rik Saylor Financial Fairfield, Ohio	$3.9M	+$2.21M	5	2.58%	Increased
6561	DC Darrow Company Needham, Massachusetts	$3.89M	+$1.06M	7	1.51%	Increased
6562	AA AlphaCentric Advisors San Juan, Puerto Rico	$3.89M	+$132K	11	3.29%	Increased
6563	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$3.89M	+$890K	6	3.01%	Increased
6564	BWM Boyd Wealth Management Sacramento, California	$3.87M	+$1.63M	5	1.47%	Increased
6565	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$3.85M	+$2.93M	7	1.63%	Increased
6566	IWP IAG Wealth Partners Waukesha, Wisconsin	$3.85M	+$34.9K	21	0.38%	Increased
6567	BMC Bear Mountain Capital Seattle, Washington	$3.84M	+$122K	14	1.11%	Increased
6568	BWAM Blue Water Asset Management Grand Rapids, Michigan	$3.83M	+$363K	4	1.24%	Increased
6569	MBC Michael Brady & Co Westlake, Ohio	$3.82M	-$166K	5	3.38%	Reduced
6570	DG Diesslin Group Fort Worth, Texas	$3.82M	+$485K	7	1.47%	Increased
6571	SA SJBenen ADVISORY Chapel Hill, North Carolina	$3.82M	$0	1	2.17%	Maintained
6572	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$3.81M	+$341K	5	1.93%	Increased
6573	CF CDC Financial Chicago, Illinois	$3.81M	-$55.8K	4	1.6%	Reduced
6574	PSA Plum Street Advisors New Orleans, Louisiana	$3.81M	+$245K	5	1.22%	Increased
6575	CG Circumference Group Little Rock, Arkansas	$3.8M	-$801K	1	8.26%	Reduced