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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.

269 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
2426	Ascent Wealth Partners New Hartford, New York	$4.62M	+$605K	6	2.39%	Increased
2427	IR IAT Reinsurance New York	$4.61M	$0	1	3.21%	Maintained
2428	JFS Wealth Advisors Hermitage, Pennsylvania	$4.61M	+$268K	10	1.27%	Increased
2429	Spectrum Management Group Indianapolis, Indiana	$4.61M	-$1.81M	4	1.9%	Reduced
2430	First Heartland Consultants Lake St. Louis, Missouri	$4.59M	+$736K	8	0.5%	Increased
2431	GCA Gideon Capital Advisors New York	$4.59M	+$1.07M	7	2.67%	Increased
2432	Delphi Management Brookline, Massachusetts	$4.58M	+$183K	2	2.94%	Increased
2433	JNBA Financial Advisors Bloomington, Minnesota	$4.57M	+$470K	12	1.28%	Increased
2434	WBH Advisory Baltimore, Maryland	$4.56M	-$356K	6	1.78%	Reduced
2435	TRUE Private Wealth Advisors Salem, Oregon	$4.55M	+$14.6K	7	1.52%	Increased
2436	Aull & Monroe Investment Management Mobile, Alabama	$4.55M	-$128K	4	2.62%	Reduced
2437	Asset Dedication LLC San Francisco, California	$4.55M	-$27.6K	13	3.16%	Reduced
2438	PVG Asset Management Golden, Colorado	$4.55M	-$251K	2	1.88%	Reduced
2439	MM Meridian Management Little Rock, Arkansas	$4.52M	+$7.9K	2	2.75%	Increased
2440	Alambic Investment Management Belvedere, California	$4.51M	+$311K	9	1.13%	Increased
2441	Stewardship Financial Advisors Stockbridge, Georgia	$4.51M	+$2.08M	4	3.08%	Increased
2442	WSA Wall Street Associates Lajolla, California	$4.5M	+$19.4K	5	1.8%	Increased
2443	Peachtree Investment Advisors Atlanta, Georgia	$4.49M	-$78.2K	3	4.57%	Reduced
2444	Tygh Capital Management Portland, Oregon	$4.49M	-$524K	1	1.26%	Reduced
2445	LWM LBA Wealth Management Jacksonville, Florida	$4.49M	-$266K	13	2.52%	Reduced
2446	Confluence Wealth Management Portland, Oregon	$4.48M	-$975K	4	2.21%	Reduced
2447	Pinnacle Advisory Group Columbia, Maryland	$4.45M	+$1.42M	4	0.34%	Increased
2448	Cribstone Capital Management Augusta, Maine	$4.43M	-$205K	15	2.74%	Reduced
2449	Courage Capital Management Nashville, Tennessee	$4.42M	-$371K	2	2.47%	Reduced
2450	Allworth Financial Folsom, California	$4.42M	+$64.1K	17	0.5%	Increased