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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
3226	TCM TD Capital Management Memphis, Tennessee	$429K	$0	4	0.13%	Maintained
3227	MCC Malaga Cove Capital Pv Estates, California	$428K	+$4.01K	2	0.26%	Increased
3228	NCM New Capital Management Houston, Texas	$425K	-$38.4K	8	0.78%	Reduced
3229	P8IP Pier 88 Investment Partners San Francisco, California	$425K	-$992K	2	0.17%	Reduced
3230	GA Geller Advisors New York	$422K	$0	1	0.23%	Maintained
3231	RQS Ramsey Quantitative Systems Louisville, Kentucky	$421K	-$176K	1	0.48%	Reduced
3232	OAJ Ogorek Anthony Joseph Williamsville, New York	$407K	+$128	4	0.42%	Increased
3233	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$405K	-$29.3K	8	0.27%	Reduced
3234	PGH Partners Group Holding Baar-Zug, Switzerland	$398K	+$375K	1	0.03%	New
3235	AP Advisors Preferred Rockville, Maryland	$396K	-$115K	5	0.21%	Reduced
3236	BFG Bouchey Financial Group Troy, New York	$385K	+$5K	1	0.13%	Increased
3237	FRM Foundation Resource Management Little Rock, Arkansas	$379K	+$8.72K	1	0.07%	Increased
3238	Avidian Wealth Enterprises Houston, Texas	$376K	-$207K	1	0.14%	Reduced
3239	MAS Managed Account Services Coconut Grove, Florida	$361K	$0	1	0.27%	Maintained
3240	FIG FundX Investment Group San Francisco, California	$355K	$0	1	0.15%	Maintained
3241	ACM Americafirst Capital Management Roseville, California	$353K	-$18.9K	1	0.42%	Reduced
3242	WRM Weybosset Research & Management Province, Rhode Island	$348K	$0	1	0.24%	Maintained
3243	BCM Breithorn Capital Management New York	$343K	$0	1	0.25%	Maintained
3244	OIM Opus Investment Management Worcester, Massachusetts	$329K	$0	1	0.06%	Maintained
3245	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$329K	$0	1	0.26%	Maintained
3246	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$324K	-$414K	1	0.29%	Reduced
3247	LBG Lloyds Banking Group London, United Kingdom	$322K	+$28.5K	3	2.91%	Increased
3248	LWA Lowe Wealth Advisors Columbia, Maryland	$318K	-$107K	5	0.21%	Reduced
3249	BM Brandywine Managers Hockessin, Delaware	$314K	$0	1	0.08%	Maintained
3250	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$314K	$0	1	0.17%	Maintained