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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
2151	SCS Sound Capital Solutions Naples, Florida	$110M	+$91.1M	13	25.62%	New
2152	SOS Silver Oak Securities Jackson, Tennessee	$109M	+$9.03M	29	6.64%	Increased
2153	BL BFSG LLC Irvine, California	$109M	-$3.71M	27	9.68%	Reduced
2154	LFA Legacy Financial Advisors Covington, Kentucky	$109M	+$1.89M	23	13.31%	Increased
2155	3IP 3Chopt Investment Partners Richmond, Virginia	$109M	+$9.25M	19	20.47%	Increased
2156	FFG Fortem Financial Group Palm Desert, California	$109M	+$6.22M	16	22.22%	Increased
2157	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$109M	-$522K	20	22.33%	Reduced
2158	BG BDF Gestion Paris, France	$109M	-$43.8M	15	14.55%	Reduced
2159	NA Nordwand Advisors Radnor, Pennsylvania	$108M	+$1.39M	10	16.63%	Increased
2160	OWA Octavia Wealth Advisors Cincinnati, Ohio	$108M	-$6.7M	15	9.36%	Reduced
2161	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$108M	+$42M	9	12.04%	Increased
2162	LA Lifeworks Advisors Grand Rapids, Michigan	$108M	+$1.51M	19	11.32%	Increased
2163	WIM Westside Investment Management Santa Monica, California	$108M	-$1.36M	39	14.2%	Reduced
2164	MCC Money Concepts Capital Palm Beach Gardens, Florida	$108M	+$5.92M	25	5.01%	Increased
2165	AA Apriem Advisors Irvine, California	$108M	-$5.62M	16	9.36%	Reduced
2166	BEAM Baker Ellis Asset Management Vancouver, Washington	$108M	-$2.05M	9	11.2%	Reduced
2167	CCM Canal Capital Management Richmond, Virginia	$108M	+$6.47M	14	13.19%	Increased
2168	NA N10 Assets Greenwich, Connecticut	$108M	+$99.4M	12	46.65%	New
2169	VCM Vision Capital Management Portland, Oregon	$108M	-$1.92M	12	12.3%	Reduced
2170	CC Copos Capital Luxembourg,	$108M	+$108M	8	14.55%	New
2171	FAM Formidable Asset Management Cincinnati, Ohio	$108M	-$26.9K	19	17.11%	Reduced
2172	NOSC North of South Capital London, United Kingdom	$107M	+$20.8M	2	7.91%	Increased
2173	HCP Hiddenite Capital Partners New York	$107M	+$67.1M	5	9.21%	Increased
2174	BFS Burr Financial Services Pleasant Hill, California	$107M	+$1.47M	10	66.47%	Increased
2175	KWM Keebeck Wealth Management Chicago, Illinois	$107M	+$8.62M	27	10.46%	Increased