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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
3251	KL Kinsight LLC Birmingham, Alabama	$346K	-$174K	1	0.2%	Reduced
3252	OIM Opus Investment Management Worcester, Massachusetts	$345K	$0	1	0.06%	Maintained
3253	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$340K	-$52.8K	8	0.22%	Reduced
3254	BC Barnett & Company Chattanooga, Tennessee	$339K	+$18.2K	5	0.16%	Increased
3255	LWA Lowe Wealth Advisors Columbia, Maryland	$336K	$0	5	0.21%	Maintained
3256	FRM Foundation Resource Management Little Rock, Arkansas	$335K	$0	1	0.06%	Maintained
3257	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$334K	-$14.9K	1	0.26%	Reduced
3258	ZF Zhang Financial Portage, Michigan	$326K	-$265K	1	0.17%	Reduced
3259	DA Doliver Advisors Houston, Texas	$310K	+$309K	1	0.15%	New
3260	FIG FundX Investment Group San Francisco, California	$308K	-$6.33K	1	0.13%	Reduced
3261	FPA Fieldpoint Private Advisors New York	$307K	-$1.99M	3	15.87%	Reduced
3262	IF Ironwood Financial Tucson, Arizona	$307K	$0	6	0.2%	Maintained
3263	FIMG Financial & Investment Management Group Traverse City, Michigan	$303K	-$2.2M	1	0.11%	Reduced
3264	ABA American Beacon Advisors Irving, Texas	$302K	+$193K	4	3.86%	Increased
3265	BCM Breithorn Capital Management New York	$291K	-$12.7K	1	0.21%	Reduced
3266	DI DUMAC Inc Durham, North Carolina	$284K	$0	1	0.35%	Maintained
3267	BO Bach Option Wanchai, Hong Kong	$282K	+$281K	1	0.27%	New
3268	PFG Piershale Financial Group Barrington, Illinois	$279K	$0	1	0.18%	Maintained
3269	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$278K	$0	1	0.15%	Maintained
3270	PCI Pacifica Capital Investments Leander, Texas	$277K	$0	1	0.14%	Maintained
3271	DRW Securities Chicago, Illinois	$266K	-$663K	2	0.05%	Reduced
3272	HS Horan Securities Cincinnati, United States	$255K	+$132K	5	0.27%	Increased
3273	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$255K	$0	1	0.17%	Maintained
3274	PFM Peak Financial Management Wellesley, Massachusetts	$246K	$0	1	0.1%	Maintained
3275	BC Blueport Capital Fort Worth, Texas	$243K	$0	1	3.94%	Maintained