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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
3201	BIA Barry Investment Advisors New Bedford, Massachusetts	$554K	-$6.37M	1	0.21%	Reduced
3202	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$550K	$0	1	0.47%	Maintained
3203	IWA Inspirion Wealth Advisors Libertyville, Illinois	$542K	$0	1	0.31%	Maintained
3204	CG Corundum Group Colorado Springs, Colorado	$541K	+$8.01K	1	0.68%	Increased
3205	Klingman & Associates New York	$540K	-$449	1	0.15%	Reduced
3206	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$535K	-$47.8K	6	0.72%	Reduced
3207	RBC Roble Belko & Company Sewickley, Pennsylvania	$535K	-$2.79K	13	0.26%	Reduced
3208	FMP Financial Management Professionals Austin, Texas	$528K	+$52.8K	11	0.27%	Increased
3209	BCM Brookmont Capital Management Dallas, Texas	$525K	+$510K	1	0.19%	New
3210	WCM Weatherstone Capital Management Denver, Colorado	$525K	-$334K	2	0.59%	Reduced
3211	FC FCA Corp Houston, Texas	$523K	+$2.5K	2	0.25%	Increased
3212	CP Corbenic Partners Bethlehem, Pennsylvania	$511K	-$1.92M	9	0.63%	Reduced
3213	KL Kinsight LLC Birmingham, Alabama	$509K	$0	2	0.28%	Maintained
3214	Alesco Advisors Pittsford, New York	$506K	-$220K	1	0.04%	Reduced
3215	RCS Retirement Capital Strategies San Jose, California	$504K	$0	1	0.29%	Maintained
3216	AFA Abacus FCF Advisors Orlando, Florida	$503K	+$233K	4	4.15%	Increased
3217	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$494K	+$494K	4	0.41%	New
3218	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$486K	+$213K	2	0.15%	Increased
3219	LFR Lehman Financial Resources Media, Pennsylvania	$477K	+$456K	2	0.26%	New
3220	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$470K	-$246K	1	0.55%	Reduced
3221	CT CMT Trading Chicago, Illinois	$454K	-$246K	1	0.63%	Reduced
3222	NWM Northwest Wealth Management Spencer, Iowa	$448K	-$21.2K	1	0.41%	Reduced
3223	FAM Flaharty Asset Management Clearwater, Florida	$445K	+$435K	1	0.28%	New
3224	PS Portfolio Solutions Royal Oak, Michigan	$443K	+$42K	5	0.06%	Increased
3225	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$434K	-$70.3K	5	37.25%	Reduced