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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
2551	SWM Strategic Wealth Management Kirkland, Washington	$2.83M	+$451K	3	2.76%	Increased
2552	AC Alexandria Capital Arlington, Virginia	$2.83M	+$44.2K	9	1.11%	Increased
2553	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.82M	+$88K	10	2.49%	Increased
2554	SEC Seven Eight Capital New York	$2.81M	+$235K	11	4.68%	Increased
2555	PG Proffitt & Goodson Knoxville, Tennessee	$2.81M	-$38.7K	2	1.66%	Reduced
2556	Koshinski Asset Management Decatur, Illinois	$2.8M	+$2.78M	6	1.59%	New
2557	AIM Aspen Investment Management Grand Rapids, Michigan	$2.78M	-$164K	3	2.34%	Reduced
2558	UBV United Bank (Virginia) Vienna, Virginia	$2.77M	+$1.48M	2	6.51%	Increased
2559	SignatureFD Atlanta, Georgia	$2.75M	+$513K	12	0.68%	Increased
2560	AWA Arete Wealth Advisors Chicago, Illinois	$2.72M	+$579K	2	1.92%	Increased
2561	DA DSC Advisors Chicago, Illinois	$2.71M	+$918K	5	1.57%	Increased
2562	JPC Jackson Park Capital Alpine, Utah	$2.68M	+$2.65M	2	2.13%	New
2563	CCM Carderock Capital Management Chevy Chase, Maryland	$2.67M	+$66.3K	3	1.31%	Increased
2564	NewEdge Advisors New Orleans, Louisiana	$2.65M	+$2.7M	2	2.05%	New
2565	UFG United Fire Group Cedar Rapids, Iowa	$2.64M	$0	4	1.09%	Maintained
2566	SMG Spectrum Management Group Indianapolis, Indiana	$2.63M	-$27.8K	4	1.14%	Reduced
2567	CA Claar Advisors New York	$2.63M	+$2.69M	1	0.99%	New
2568	HCM Harvest Capital Management Concord, New Hampshire	$2.6M	-$79.5K	4	1.33%	Reduced
2569	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$2.6M	+$2.59M	3	8.63%	New
2570	HCM Highlander Capital Management Short Hills, New Jersey	$2.6M	-$54.2K	7	2.24%	Reduced
2571	SRAM Stone Ridge Asset Management New York	$2.6M	+$2.5M	9	5.44%	New
2572	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.58M	+$2.1M	1	3.67%	Increased
2573	KA Kovack Advisors Ft. Lauderdale, Florida	$2.58M	+$966K	6	2.66%	Increased
2574	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$2.57M	+$1.52M	3	2.49%	Increased
2575	HI Hudock Inc Williamsport, Pennsylvania	$2.57M	+$506K	8	1.18%	Increased