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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
3526	TB Terril Brothers St. Louis, Missouri	$514K	+$162K	2	0.16%	Increased
3527	PFM Peak Financial Management Wellesley, Massachusetts	$508K	+$214K	2	0.19%	Increased
3528	CWM Capital Wealth Management W. Warwick, Rhode Island	$507K	+$520K	1	0.44%	New
3529	SA SL Advisors Westfield, New Jersey	$505K	-$101K	1	0.86%	Reduced
3530	NWM Northwest Wealth Management Spencer, Iowa	$501K	+$481K	1	0.41%	New
3531	FMP Financial Management Professionals Austin, Texas	$498K	+$27.7K	12	0.21%	Increased
3532	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$497K	-$740K	1	0.23%	Reduced
3533	LBG Lloyds Banking Group London, United Kingdom	$480K	+$76.4K	4	4.45%	Increased
3534	PWA Peterson Wealth Advisors Orem, Utah	$474K	+$454K	1	0.43%	New
3535	G GenTrust Miami, Florida	$471K	+$201K	2	0.08%	Increased
3536	PC Passport Capital San Francisco, California	$470K	-$83.1M	1	1.61%	Reduced
3537	CW Cabot-Wellington Boston, Massachusetts	$468K	-$10.7M	1	0.28%	Reduced
3538	OAJ Ogorek Anthony Joseph Williamsville, New York	$468K	+$22.4K	5	0.38%	Increased
3539	CPA Columbia Pacific Advisors Seattle, Washington	$464K	-$343K	1	0.69%	Reduced
3540	ADMI Albert D. Mason Inc Boston, Massachusetts	$455K	$0	1	0.34%	Maintained
3541	GWA Guidant Wealth Advisors Palatine, Illinois	$455K	+$258K	5	0.2%	Increased
3542	HWM Highwater Wealth Management Glendale, Colorado	$454K	+$208K	2	0.97%	Increased
3543	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$453K	-$51.4K	2	0.99%	Reduced
3544	SM Senvest Management New York	$440K	-$315K	1	0.03%	Reduced
3545	BC Barnett & Company Chattanooga, Tennessee	$435K	+$72.8K	5	0.21%	Increased
3546	PC Pier Capital Stamford, Connecticut	$429K	-$7.39M	1	0.07%	Reduced
3547	OIM Opus Investment Management Worcester, Massachusetts	$428K	$0	1	0.08%	Maintained
3548	IFA Interactive Financial Advisors New Lenox, Illinois	$426K	+$434K	3	0.19%	New
3549	DPA Delphi Private Advisors San Diego, California	$422K	+$238K	5	1.04%	Increased
3550	EIA Eldridge Investment Advisors Manchester, New Hampshire	$422K	+$404K	1	0.33%	New