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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
3501	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$613K	-$20K	5	37.47%	Reduced
3502	TA TMD & Associates Scottsdale, Arizona	$612K	-$209K	1	0.56%	Reduced
3503	SCP Sandhill Capital Partners Buffalo, New York	$603K	-$6.32M	1	0.11%	Reduced
3504	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$588K	+$7.5K	2	0.41%	Increased
3505	NFG Noven Financial Group Denver, Colorado	$583K	$0	1	0.34%	Maintained
3506	BCM Baltimore Capital Management Baltimore, Maryland	$582K	-$15.1K	2	0.82%	Reduced
3507	LA LexAurum Advisors Overland Park, Kansas	$571K	+$523K	1	0.53%	New
3508	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$570K	+$217K	2	0.43%	Increased
3509	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$564K	-$14.5K	2	0.35%	Reduced
3510	BWM Biltmore Wealth Management Tempe, Arizona	$557K	-$1.6K	1	0.5%	Reduced
3511	SHA Seneca House Advisors Richmond, Virginia	$551K	+$535K	2	0.47%	New
3512	AWA Alaska Wealth Advisors Anchorage, Alaska	$547K	+$533K	2	0.2%	New
3513	NCM New Capital Management Houston, Texas	$538K	-$6.38K	8	0.66%	Reduced
3514	SGS Sterling Global Strategies Carlsbad, California	$538K	-$229K	2	2.27%	Reduced
3515	FC FCA Corp Houston, Texas	$535K	+$2.61K	2	0.21%	Increased
3516	GF Goodman Financial Houston, Texas	$530K	+$196K	5	0.24%	Increased
3517	MIC MU Investments Company Tokyo, Japan	$529K	-$190K	10	0.36%	Reduced
3518	KC KHP Capital Tulsa, Oklahoma	$528K	+$506K	2	0.38%	New
3519	Private Management Group Irvine, California	$528K	-$288K	1	0.03%	Reduced
3520	CAM Crestone Asset Management Boulder, Colorado	$527K	+$207K	2	0.26%	Increased
3521	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$526K	+$514K	2	0.41%	New
3522	SCM Stordahl Capital Management Greenwood Village, Colorado	$526K	+$513K	2	0.25%	New
3523	RFO RiverGlades Family Offices Naples, Florida	$519K	+$517K	1	0.43%	New
3524	BIA Barry Investment Advisors New Bedford, Massachusetts	$515K	+$8.87K	1	0.19%	Increased
3525	Empirical Finance Havertown, Pennsylvania	$515K	-$1.21M	2	0.17%	Reduced