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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
3376	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.51M	-$145K	8	1.06%	Reduced
3377	BW Biegel & Waller Columbia, Maryland	$1.5M	+$499K	3	0.94%	Increased
3378	PGA Premia Global Advisors Coral Gables, Florida	$1.49M	-$8.96M	6	1.95%	Reduced
3379	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$1.49M	+$4.76K	4	1.29%	Increased
3380	TFF The Family Firm Bethesda, Maryland	$1.49M	-$136K	4	0.56%	Reduced
3381	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.48M	-$427K	2	0.08%	Reduced
3382	WAM Watermark Asset Management San Ramon, California	$1.47M	-$11.2K	12	0.62%	Reduced
3383	PA Planning Alternatives Birmingham, Michigan	$1.46M	+$1.47M	2	0.26%	New
3384	GBA Garrison Bradford & Associates New York	$1.46M	+$534K	3	1.19%	Increased
3385	KI Koch Industries Wichita, Kansas	$1.45M	-$7.99M	1	1.01%	Reduced
3386	CHA Cooper/Haims Advisors Victor, New York	$1.45M	+$96.8K	3	1.07%	Increased
3387	Dynasty Wealth Management St. Petersburg, Florida	$1.44M	-$4.61K	4	2.99%	Reduced
3388	CP Coho Partners Berwyn, Pennsylvania	$1.43M	-$43.8K	2	0.04%	Reduced
3389	GA Greytown Advisors Miami, Florida	$1.43M	-$1.36M	2	0.67%	Reduced
3390	PWM Paulson Wealth Management Wheaton, Illinois	$1.43M	-$39.5K	3	1.41%	Reduced
3391	AIA Armor Investment Advisors Raleigh, North Carolina	$1.42M	+$78.6K	3	1.27%	Increased
3392	PA Prism Advisors Studio City, California	$1.39M	-$26.6K	2	0.74%	Reduced
3393	ML McAdam LLC Philadelphia, Pennsylvania	$1.39M	-$129K	15	0.56%	Reduced
3394	C Cerebellum San Francisco, California	$1.36M	-$85.8K	9	2.28%	Reduced
3395	QC QCM Cayman Houston, Texas	$1.35M	-$1.95M	4	6.28%	Reduced
3396	TL Tirschwell & Loewy New York	$1.35M	+$245K	2	0.18%	Increased
3397	PSF Pacific Sun Financial Los Angeles, California	$1.34M	+$19.7K	2	1.38%	Increased
3398	SMH Sanders Morris Harris Houston, Texas	$1.34M	-$667K	4	0.62%	Reduced
3399	SPL Smart Portfolios LLC Seattle, Washington	$1.33M	-$19.4K	4	0.87%	Reduced
3400	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$1.33M	+$242K	8	1.03%	Increased