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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	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$2.43M	-$1.39M	2	1.63%	Reduced
3227	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$2.42M	+$41.4K	6	1.69%	Increased
3228	CFC Coyle Financial Counsel Glenview, Illinois	$2.41M	+$271K	5	2.5%	Increased
3229	EMR Errol M. Rudman	$2.4M	+$2.69M	1	1.15%	New
3230	Avidian Wealth Enterprises Houston, Texas	$2.39M	+$761K	3	0.8%	Increased
3231	Xponance Philadelphia, Pennsylvania	$2.38M	+$2.48M	2	1%	New
3232	Merit Financial Group Alpharetta, Georgia	$2.36M	+$357K	5	0.46%	Increased
3233	BLA Balter Liquid Alternatives Boston, Massachusetts	$2.35M	-$1.24M	6	2.25%	Reduced
3234	GFP Gryphon Financial Partners Columbus, Ohio	$2.35M	-$131K	22	1.2%	Reduced
3235	DRS Deane Retirement Strategies New Orleans, Louisiana	$2.35M	+$27.3K	2	2.4%	Increased
3236	CPA Cowen Prime Advisors New York	$2.33M	-$96.4K	9	1.29%	Reduced
3237	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$2.33M	+$1.47M	4	1.35%	Increased
3238	BFPW BOK Financial Private Wealth Denver, Colorado	$2.32M	-$131K	2	0.38%	Reduced
3239	MA MYDA Advisors Woodmere, New York	$2.31M	-$10.4M	2	1.58%	Reduced
3240	Valmark Advisers Akron, Ohio	$2.31M	-$701K	5	0.05%	Reduced
3241	BBNB Baker Boyer National Bank Walla Walla, Washington	$2.3M	-$118K	4	6.96%	Reduced
3242	CFD Creative Financial Designs Kokomo, Indiana	$2.29M	-$69.3K	17	1.47%	Reduced
3243	B Bridgeworth Birmingham, Alabama	$2.29M	+$2.16M	6	1.05%	Increased
3244	FUBT First United Bank & Trust Oakland, Maryland	$2.27M	+$55.9K	3	1.49%	Increased
3245	WI WBI Investments Red Bank, New Jersey	$2.26M	-$16.4M	1	0.12%	Reduced
3246	TWM Titus Wealth Management Larskpur, California	$2.25M	-$52.4K	6	2.17%	Reduced
3247	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$2.24M	-$5.73K	21	1.94%	Reduced
3248	FM Forward Management San Francisco, California	$2.24M	+$3.93K	1	0.33%	Increased
3249	BWP BSW Wealth Partners Boulder, Colorado	$2.23M	+$32.6K	5	1%	Increased
3250	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$2.23M	+$1.78M	4	3.09%	Increased