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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
2926	AEPG American Economic Planning Group Warren, New Jersey	$363K	+$455	1	0.14%	Increased
2927	ODCM Old Dominion Capital Management Charlottesville, Virginia	$363K	$0	1	0.39%	Maintained
2928	FMP Financial Management Professionals Austin, Texas	$358K	+$303	7	0.17%	Increased
2929	FRM Foundation Resource Management Little Rock, Arkansas	$356K	$0	1	0.06%	Maintained
2930	FDS First Dallas Securities Dallas, Texas	$344K	-$72.6K	1	0.24%	Reduced
2931	VFP Verus Financial Partners Richmond, Virginia	$344K	-$22.9K	1	0.17%	Reduced
2932	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$343K	+$88.9K	1	0.26%	Increased
2933	GWI Grace & White Inc Ny, New York	$336K	$0	1	0.07%	Maintained
2934	WIM Wilen Investment Management Bonita Springs, Florida	$334K	-$12.7K	1	0.23%	Reduced
2935	KCM KSA Capital Management Morristown, New Jersey	$332K	-$575K	1	0.09%	Reduced
2936	GCM Goldman Capital Management New York	$321K	$0	1	0.19%	Maintained
2937	GHF Good Harbor Financial Barrington, Illinois	$313K	-$586K	1	0.02%	Reduced
2938	DSN D. Scott Neal Lexington, Kentucky	$307K	-$5.16K	1	0.22%	Reduced
2939	Alesco Advisors Pittsford, New York	$302K	+$19.6K	1	0.03%	Increased
2940	OAJ Ogorek Anthony Joseph Williamsville, New York	$300K	-$41.4K	2	0.21%	Reduced
2941	NEPPG New England Professional Planning Group Westerly, Rhode Island	$297K	$0	1	0.4%	Maintained
2942	HRT Financial New York	$295K	-$260K	1	0.38%	Reduced
2943	IWC Integrated Wealth Counsel Carmel, California	$282K	-$20.6K	1	0.36%	Reduced
2944	Valmark Advisers Akron, Ohio	$276K	$0	1	0.01%	Maintained
2945	GFG Gray Financial Group Atlanta, Georgia	$274K	+$303K	1	0.09%	New
2946	SCP Syntal Capital Partners Midland, Texas	$270K	-$2.17K	3	0.33%	Reduced
2947	HP HT Partners Centerbrook, Connecticut	$259K	-$47.1K	1	0.14%	Reduced
2948	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$257K	-$888K	1	0.16%	Reduced
2949	TI Telemetry Investments New York	$257K	-$506K	1	0.14%	Reduced
2950	PSC Piper Sandler & Co Minneapolis, Minnesota	$253K	+$50.4K	2	0.11%	Increased