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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	PSF Pacific Sun Financial Los Angeles, California	$1.71M	+$253K	3	1.62%	Increased
3527	EWF Epstein & White Financial San Diego, California	$1.71M	-$7.41K	4	0.83%	Reduced
3528	AEPG American Economic Planning Group Warren, New Jersey	$1.71M	-$115K	5	0.47%	Reduced
3529	AF AMG Funds Stamford, Connecticut	$1.71M	-$1.01M	4	2.19%	Reduced
3530	CWM Campbell Wealth Management Alexandria, Virginia	$1.71M	+$51.8K	3	0.38%	Increased
3531	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$1.71M	-$350K	3	1.21%	Reduced
3532	BDF Black Diamond Financial Towson, Maryland	$1.69M	+$1.49M	3	1.25%	Increased
3533	SPL Smart Portfolios LLC Seattle, Washington	$1.68M	$0	2	1.48%	Maintained
3534	ACM Armbruster Capital Management Pittsford, New York	$1.67M	-$9.21K	3	0.69%	Reduced
3535	FWSM First Wilshire Securities Management Pasadena, California	$1.65M	-$14K	2	0.62%	Reduced
3536	CFC Coyle Financial Counsel Glenview, Illinois	$1.65M	+$221K	2	1.67%	Increased
3537	HFA Hoover Financial Advisors Malvern, Pennsylvania	$1.64M	-$27.5K	4	1.46%	Reduced
3538	JIP JBJ Investment Partners Charleston, South Carolina	$1.64M	-$1.38K	1	0.55%	Reduced
3539	CAM Crestone Asset Management Boulder, Colorado	$1.63M	+$57.9K	4	0.62%	Increased
3540	PA Planning Alternatives Birmingham, Michigan	$1.63M	-$8.8K	2	0.3%	Reduced
3541	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$1.63M	+$1.6M	4	0.54%	New
3542	VFP Verus Financial Partners Richmond, Virginia	$1.62M	+$578K	2	0.53%	Increased
3543	CJA C-J Advisory San Jose, California	$1.61M	+$1.34M	7	1.01%	Increased
3544	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.6M	-$517K	1	1.49%	Reduced
3545	FDS First Dallas Securities Dallas, Texas	$1.6M	-$222K	3	1.42%	Reduced
3546	AF AtlasMark Financial Austin, Texas	$1.58M	+$1.52M	3	3.93%	New
3547	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$1.57M	-$470K	3	1.02%	Reduced
3548	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.57M	-$70K	3	1.38%	Reduced
3549	TI Truehand Inc Strafford, New Hampshire	$1.57M	-$13K	9	1.22%	Reduced
3550	RF RHS Financial San Francisco, California	$1.56M	+$211K	4	1.84%	Increased