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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
2351	KCM Kathmere Capital Management Wayne, Pennsylvania	$94.5M	+$5.07M	23	5%	Increased
2352	ICA Infrastructure Capital Advisors New York	$94.4M	+$71.3M	16	5.52%	Increased
2353	AMPWP Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$94.3M	-$4.67M	8	12.44%	Reduced
2354	AFM Anson Funds Management Dallas, Texas	$94.3M	+$4.15M	11	5.6%	Increased
2355	ECP Elemental Capital Partners San Francisco, California	$94.2M	+$518K	3	19.78%	Increased
2356	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$94.1M	+$6.24M	15	8.19%	Increased
2357	DE Diversified Enterprises Wilmington, Delaware	$94M	+$3.04M	24	4.55%	Increased
2358	SIM SSI Investment Management Los Angeles, California	$94M	+$80.2M	10	5.46%	Increased
2359	KFA Kelleher Financial Advisors New York	$94M	+$37.3M	23	13.33%	Increased
2360	HVP Hudson Value Partners Palm Beach, Florida	$94M	-$4.21M	13	23.58%	Reduced
2361	AC Avenir Corporation Alexandria, Virginia	$93.9M	-$1.55M	4	11.44%	Reduced
2362	GWM Glass Wealth Management San Antonio, Texas	$93.8M	+$740K	9	31.42%	Increased
2363	ZI ZEGA Investments Palm Beach Gardens, Florida	$93.7M	+$13.6M	14	9.63%	Increased
2364	AP Anchyra Partners Atlanta, Georgia	$93.7M	+$3.25M	23	22.5%	Increased
2365	S SimplyRich Carlsbad, California	$93.5M	+$2.7M	11	21.89%	Increased
2366	SCM Sirios Capital Management Boston, Massachusetts	$93.3M	-$27.9M	6	11.35%	Reduced
2367	AGM Alpine Global Management New York	$93.2M	+$63M	23	15.15%	Increased
2368	BSI Bennett Selby Investments Falmouth, Maine	$93.2M	+$2.49M	7	29.79%	Increased
2369	SDH Sloy Dahl & Holst Vancouver, Washington	$93.2M	+$3.98M	13	11.5%	Increased
2370	NIM Nicollet Investment Management Minneapolis, Minnesota	$92.9M	-$256K	10	28.7%	Reduced
2371	FMB Field & Main Bank Henderson, Kentucky	$92.9M	-$452K	18	19.15%	Reduced
2372	FFS Founders Financial Securities Towson, Maryland	$92.9M	+$2.59M	19	4.76%	Increased
2373	A Argentarii Cincinnati, Ohio	$92.9M	+$1.47M	18	28%	Increased
2374	CCA Childress Capital Advisors Houston, Texas	$92.8M	+$81.1K	24	15.2%	Increased
2375	PCA Peddock Capital Advisors Braintree, Massachusetts	$92.8M	-$6.31M	10	18.52%	Reduced