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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
3476	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$2.04M	+$159K	7	5.76%	Increased
3477	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2.03M	+$1.94M	11	0.44%	Increased
3478	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$2.02M	+$214K	4	1.53%	Increased
3479	OWA One Wealth Advisors San Francisco, California	$2M	-$597K	5	1.66%	Reduced
3480	ACM AlphaStar Capital Management Cornelius, North Carolina	$2M	+$170K	4	0.51%	Increased
3481	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$2M	+$723K	4	1.4%	Increased
3482	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$2M	-$9.17K	2	2.6%	Reduced
3483	EMB Elefante Mark B	$1.99M	-$97.9K	3	7.73%	Reduced
3484	KTM Keeler Thomas Management Orem, Utah	$1.99M	+$62.7K	1	1.58%	Increased
3485	FFS Founders Financial Securities Towson, Maryland	$1.96M	+$297K	3	0.65%	Increased
3486	RCM Rivernorth Capital Management West Palm Beach, Florida	$1.96M	$0	1	0.09%	Maintained
3487	FRM Fox Run Management Greenwich, Connecticut	$1.95M	-$973K	5	1.3%	Reduced
3488	GAM Gould Asset Management Claremont, California	$1.95M	+$225K	3	0.7%	Increased
3489	BCM BBT Capital Management Fort Worth, Texas	$1.95M	+$236K	4	2.27%	Increased
3490	DP Denver PWM Denver, Colorado	$1.94M	+$1.05M	3	1.24%	Increased
3491	EA Elm Advisors Burlingame, California	$1.93M	+$633	4	1.32%	Increased
3492	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$1.93M	-$305K	4	1.24%	Reduced
3493	TC Trilogy Capital Irvine, California	$1.93M	+$210K	4	0.21%	Increased
3494	CCM Cobalt Capital Management Short Hills, New Jersey	$1.93M	+$1.83M	1	0.68%	New
3495	Larson Financial Group St Louis, Missouri	$1.93M	-$148K	16	1.43%	Reduced
3496	PP PDS Planning Dublin, Ohio	$1.93M	-$155K	4	1.44%	Reduced
3497	HP HT Partners Centerbrook, Connecticut	$1.93M	+$285K	4	0.81%	Increased
3498	Alesco Advisors Pittsford, New York	$1.93M	+$206K	2	0.1%	Increased
3499	BI Ballast Inc Lexington, Kentucky	$1.92M	+$178K	3	1.2%	Increased
3500	RWG Regal Wealth Group Seal Beach, California	$1.92M	+$7.26K	9	1.33%	Increased