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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
3551	RCS Retirement Capital Strategies San Jose, California	$442K	$0	1	0.23%	Maintained
3552	ECP Elk Creek Partners Denver, Colorado	$440K	+$65.2K	1	0.03%	Increased
3553	LGWM Litman Gregory Wealth Management Larkspur, California	$438K	+$375K	9	0.18%	Increased
3554	LFG LifePlan Financial Group Dayton, Ohio	$432K	+$447K	12	0.25%	New
3555	WRM Weybosset Research & Management Province, Rhode Island	$432K	-$5.95M	1	0.26%	Reduced
3556	FMP Financial Management Professionals Austin, Texas	$431K	-$113K	9	0.22%	Reduced
3557	ZF Zhang Financial Portage, Michigan	$431K	-$266K	1	0.23%	Reduced
3558	SHA Seneca House Advisors Richmond, Virginia	$430K	-$143K	1	0.36%	Reduced
3559	GWA Guidant Wealth Advisors Palatine, Illinois	$428K	+$23.9K	7	0.19%	Increased
3560	LWA Lowe Wealth Advisors Columbia, Maryland	$427K	+$11.3K	7	0.27%	Increased
3561	SIS Sound Income Strategies Ft Lauderdale, Florida	$422K	+$88.5K	15	0.28%	Increased
3562	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$415K	-$2.74K	1	0.38%	Reduced
3563	BC Barnett & Company Chattanooga, Tennessee	$412K	+$1.91K	5	0.21%	Increased
3564	ICA Infrastructure Capital Advisors New York	$407K	-$488K	1	0.04%	Reduced
3565	JFM Jackson Financial Management Costa Mesa, California	$405K	-$754K	1	0.37%	Reduced
3566	VEA Virtus ETF Advisers New York	$391K	+$110K	7	0.34%	Increased
3567	SFC SYM Financial Corp Winona Lake, Indiana	$390K	-$409K	1	0.24%	Reduced
3568	KHCM Kettle Hill Capital Management New York	$389K	+$437K	1	0.17%	New
3569	TCB Texas Capital Bancshares Dallas, Texas	$386K	-$24.6K	1	0.91%	Reduced
3570	IF Ironwood Financial Tucson, Arizona	$381K	+$28.3K	7	0.41%	Increased
3571	ABA American Beacon Advisors Irving, Texas	$368K	+$5.39K	4	3.9%	Increased
3572	IWA Inspirion Wealth Advisors Libertyville, Illinois	$366K	-$3.93K	1	0.18%	Reduced
3573	HS Horan Securities Cincinnati, United States	$358K	+$60.1K	5	0.32%	Increased
3574	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$345K	-$198K	1	0.21%	Reduced
3575	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$334K	-$615K	1	0.02%	Reduced