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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
3001	PA Planning Alternatives Birmingham, Michigan	$1.88M	-$209K	3	0.35%	Reduced
3002	I INVST Indianapolis, Indiana	$1.87M	+$745K	3	1.64%	Increased
3003	Bogart Wealth LLC Mclean, Virginia	$1.84M	+$884K	10	1.36%	Increased
3004	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.83M	-$36.5K	3	6.03%	Reduced
3005	Partners Value Investments Hamilton, Bermuda	$1.83M	-$2.06M	1	0.27%	Reduced
3006	BIA BMT Investment Advisors Berwyn, Pennsylvania	$1.82M	+$1.78M	1	1.68%	New
3007	Reinhart Partners Mequon, Wisconsin	$1.82M	-$136K	4	0.19%	Reduced
3008	GA Greytown Advisors Miami, Florida	$1.79M	+$759K	2	1.03%	Increased
3009	GC Gilbert & Cook West Des Moines, Iowa	$1.79M	-$2.06M	4	0.65%	Reduced
3010	DLG Daniel L. Goodwin	$1.78M	+$520K	3	0.79%	Increased
3011	FSCM Front Street Capital Management Missoula, Montana	$1.77M	-$446K	2	0.65%	Reduced
3012	EA Elm Advisors Burlingame, California	$1.76M	+$123K	4	1.4%	Increased
3013	CPP Crow Point Partners Boston, Massachusetts	$1.76M	+$567K	6	0.28%	Increased
3014	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$1.76M	+$7.59K	1	1.07%	Increased
3015	GCA Gideon Capital Advisors New York	$1.76M	+$792K	4	1.73%	Increased
3016	LSC Lesa Sroufe & Co Seattle, Washington	$1.75M	-$51.4K	2	1.53%	Reduced
3017	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$1.75M	-$710K	4	1.25%	Reduced
3018	SLA Silver Lake Advisory Cottonwood Heights, Utah	$1.72M	+$557	2	1.31%	Increased
3019	GIM Guardian Investment Management Tiburon, California	$1.71M	-$219K	1	1.89%	Reduced
3020	FO FT Options Chicago, Illinois	$1.71M	$0	1	2.58%	Maintained
3021	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.7M	+$357K	5	0.29%	Increased
3022	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$1.7M	+$215K	4	0.4%	Increased
3023	EU Emory University Atlanta, Georgia	$1.7M	-$33.7K	1	1.34%	Reduced
3024	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$1.69M	+$1.35M	4	3.73%	Increased
3025	CPR CSU Producer Resources Fairfield, Ohio	$1.69M	$0	2	7.98%	Maintained