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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	ICA Infrastructure Capital Advisors New York	$702K	+$439K	2	0.07%	Increased
3502	RPG Resource Planning Group Atlanta, Georgia	$684K	+$689K	2	0.53%	New
3503	IF Ironwood Financial Tucson, Arizona	$680K	+$219K	8	0.36%	Increased
3504	NCM New Capital Management Houston, Texas	$676K	+$5.62K	8	1.1%	Increased
3505	PS Portfolio Strategies Monsey, New York	$670K	-$371K	10	0.39%	Reduced
3506	VFP Verus Financial Partners Richmond, Virginia	$663K	-$215K	2	0.24%	Reduced
3507	AP Advisors Preferred Rockville, Maryland	$662K	+$554K	2	0.3%	Increased
3508	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$647K	-$200K	2	0.4%	Reduced
3509	OAJ Ogorek Anthony Joseph Williamsville, New York	$646K	+$71.7K	6	0.48%	Increased
3510	BIA BHK Investment Advisors Birmingham, Alabama	$644K	-$153K	2	0.43%	Reduced
3511	Private Management Group Irvine, California	$642K	+$130K	1	0.03%	Increased
3512	BA Ballew Advisors Jackson, Mississippi	$639K	+$92.8K	15	0.59%	Increased
3513	GWA Guidant Wealth Advisors Palatine, Illinois	$637K	+$122K	7	0.27%	Increased
3514	JFM Jackson Financial Management Costa Mesa, California	$629K	+$202K	2	0.5%	Increased
3515	AWA Alaska Wealth Advisors Anchorage, Alaska	$625K	$0	2	0.19%	Maintained
3516	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$620K	$0	9	0.39%	Maintained
3517	MIM Macroview Investment Management Bethesda, Maryland	$607K	+$413K	11	1.9%	Increased
3518	AWMG Alliance Wealth Management Group Flemington, New Jersey	$598K	-$6.35K	2	0.33%	Reduced
3519	ECM EII Capital Management New York	$598K	$0	5	0.33%	Maintained
3520	CT CMT Trading Chicago, Illinois	$597K	-$1.08M	1	1.51%	Reduced
3521	PCI Pacifica Capital Investments Leander, Texas	$595K	+$1.12K	2	0.31%	Increased
3522	PWA Peterson Wealth Advisors Orem, Utah	$588K	-$27K	1	0.43%	Reduced
3523	BAMG Brand Asset Management Group Chesterfield, Missouri	$583K	+$45.3K	6	0.43%	Increased
3524	TB Terril Brothers St. Louis, Missouri	$582K	+$14.7K	2	0.18%	Increased
3525	BC Barnett & Company Chattanooga, Tennessee	$580K	+$121K	7	0.26%	Increased