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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
3276	G GenTrust Miami, Florida	$245K	-$284K	1	0.05%	Reduced
3277	NI NFC Investments Memphis, Tennessee	$245K	$0	1	0.08%	Maintained
3278	HWM Highwater Wealth Management Glendale, Colorado	$235K	-$466K	1	0.56%	Reduced
3279	PFG Piershale Financial Group Barrington, Illinois	$232K	$0	1	0.13%	Maintained
3280	QFA Quattro Financial Advisors The Woodlands, Texas	$231K	+$220K	1	0.07%	New
3281	JC Jentner Corp Akron, Ohio	$225K	$0	1	0.21%	Maintained
3282	PP Pension Partners New York	$223K	$0	1	0.17%	Maintained
3283	NSCM New South Capital Management Memphis, Tennessee	$218K	$0	1	0.01%	Maintained
3284	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$212K	$0	2	0.11%	Maintained
3285	WCM Wealthcare Capital Management Richmond, Virginia	$211K	-$4.92K	6	0.02%	Reduced
3286	ODG O'Dell Group Cincinnati, Ohio	$208K	+$203K	1	0.16%	New
3287	Valmark Advisers Akron, Ohio	$207K	+$203K	1	0%	New
3288	ACM Americafirst Capital Management Roseville, California	$207K	-$280K	1	0.28%	Reduced
3289	FPIS Financial Planning & Information Services De Pere, Wisconsin	$205K	+$201K	1	0.07%	New
3290	RT Reliance Trust Atlanta, Georgia	$201K	+$197K	1	2.25%	New
3291	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$185K	-$1.67K	3	0.08%	Reduced
3292	LYV Live Your Vision West Conshohocken, Pennsylvania	$169K	-$10.2K	5	0.06%	Reduced
3293	BA Bard Associates Chicago, Illinois	$162K	$0	1	0.08%	Maintained
3294	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$160K	-$26.3K	4	0.12%	Reduced
3295	DPA Delphi Private Advisors San Diego, California	$148K	$0	5	0.43%	Maintained
3296	GWA Guidant Wealth Advisors Palatine, Illinois	$146K	+$59.6K	5	0.1%	Increased
3297	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$136K	+$134K	1	0.19%	New
3298	1CM 1492 Capital Management Milwaukee, Wisconsin	$128K	-$1.72M	1	0.11%	Reduced
3299	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$127K	-$85.4K	6	0.05%	Reduced
3300	PS Portfolio Solutions Royal Oak, Michigan	$111K	-$365K	4	0.01%	Reduced