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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	BA Ballew Advisors Jackson, Mississippi	$624K	+$23.5K	9	0.7%	Increased
3527	TG TLP Group Evanston, Illinois	$613K	-$1.92M	11	0.93%	Reduced
3528	DFIG Dragon Financial & Investment Group San Mateo, California	$611K	-$68.5K	2	0.7%	Reduced
3529	Impax Asset Management (UK) London, United Kingdom	$593K	+$621K	1	0.01%	New
3530	NCM New Capital Management Houston, Texas	$589K	+$1.43K	8	1.05%	Increased
3531	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$588K	+$19K	9	0.4%	Increased
3532	GIG Goodnow Investment Group Darien, Connecticut	$583K	+$542K	1	0.09%	New
3533	SM Salzhauer Michael	$583K	-$452K	1	0.21%	Reduced
3534	PD Planning Directions Glen Mills, Pennsylvania	$579K	-$139K	2	0.56%	Reduced
3535	SIS Sound Income Strategies Ft Lauderdale, Florida	$566K	+$98.8K	17	0.33%	Increased
3536	PFA Pinnacle Family Advisors Springfield, Missouri	$560K	+$331K	1	0.3%	Increased
3537	ABA American Beacon Advisors Irving, Texas	$557K	+$167K	5	5.12%	Increased
3538	RFO RiverGlades Family Offices Naples, Florida	$556K	-$271K	1	0.48%	Reduced
3539	AWA Alaska Wealth Advisors Anchorage, Alaska	$553K	$0	2	0.18%	Maintained
3540	PCI Pacifica Capital Investments Leander, Texas	$552K	$0	2	0.32%	Maintained
3541	PP Pension Partners New York	$547K	+$243K	2	0.41%	Increased
3542	IWA Inspirion Wealth Advisors Libertyville, Illinois	$546K	+$206K	2	0.26%	Increased
3543	BO Bach Option Wanchai, Hong Kong	$545K	+$525K	2	0.26%	New
3544	AWMG Alliance Wealth Management Group Flemington, New Jersey	$536K	-$97.5K	2	0.31%	Reduced
3545	PWA Peterson Wealth Advisors Orem, Utah	$532K	-$14.2K	1	0.43%	Reduced
3546	TB Terril Brothers St. Louis, Missouri	$527K	$0	2	0.16%	Maintained
3547	OAJ Ogorek Anthony Joseph Williamsville, New York	$526K	-$6.62K	6	0.41%	Reduced
3548	SCM Stordahl Capital Management Greenwood Village, Colorado	$518K	$0	2	0.23%	Maintained
3549	JFM Jackson Financial Management Costa Mesa, California	$503K	+$9.94K	1	0.45%	Increased
3550	CWM Capital Wealth Management W. Warwick, Rhode Island	$502K	-$122K	1	0.46%	Reduced