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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
1701	Visionary Wealth Advisors O'fallon, Illinois	$172M	+$5.59M	28	6.79%	Increased
1702	Advocacy Wealth Management Services Atlanta, Georgia	$172M	-$15.4M	14	6.24%	Reduced
1703	Ardsley Advisory Partners Stamford, Connecticut	$172M	-$21.3M	12	17.87%	Reduced
1704	Strategic Global Advisors Newport Beach, California	$171M	-$16M	10	24.41%	Reduced
1705	River Wealth Advisors Camp Hill, Pennsylvania	$171M	+$6.18M	14	17.89%	Increased
1706	Sargent Investment Group Bethesda, Maryland	$171M	-$6.54M	20	20.56%	Reduced
1707	Optas LLC Austin, Texas	$171M	-$31.5M	22	23.95%	Reduced
1708	Tran Capital Management San Rafael, California	$171M	+$11M	6	19.67%	Increased
1709	LS Investment Advisors Bloomfield Hills, Michigan	$171M	+$1.02M	10	23.13%	Increased
1710	Rossmore Private Capital Glastonbury, Connecticut	$171M	+$11.2M	16	13.79%	Increased
1711	DSG Capital Advisors Edina, Minnesota	$170M	+$41.2K	13	24.18%	Increased
1712	DRW Securities Chicago, Illinois	$170M	-$60.1M	23	4.14%	Reduced
1713	Trek Financial Scottsdale, Arizona	$170M	+$22.3M	27	8.43%	Increased
1714	Stanley-Laman Group Berwyn, Pennsylvania	$170M	-$14.6M	16	17.25%	Reduced
1715	HMI Capital Management San Francisco, California	$170M	+$68.2M	4	23.82%	Increased
1716	CMI Clare Market Investments Dallas, Texas	$170M	+$7.6M	18	30.93%	Increased
1717	Icon Wealth Advisors Houston, Texas	$169M	+$2.32M	21	10.2%	Increased
1718	RMR Wealth Builders Montclair, New Jersey	$169M	+$10M	23	10.51%	Increased
1719	Van Berkom & Associates Montreal, Quebec, Canada	$169M	-$89M	2	5.45%	Reduced
1720	Delta Asset Management Memphis, Tennessee	$169M	-$995K	22	14.62%	Reduced
1721	Denali Advisors San Diego, California	$169M	+$14.3M	13	17.01%	Increased
1722	Nellore Capital Management Redwood City, California	$169M	-$6.6M	3	18.74%	Reduced
1723	AAM Augustine Asset Management Jacksonville, Florida	$168M	-$15M	11	34.1%	Reduced
1724	Alphadyne Asset Management New York	$168M	-$41.1M	16	1.61%	Reduced
1725	PIM Progressive Investment Management Lake Oswego, Oregon	$168M	-$4.26M	9	37.03%	Reduced