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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
3576	PCMC Private Capital Management (Colorado) Denver, Colorado	$1.35M	+$1.42M	3	1.17%	New
3577	WP WealthShield Partners Cary, North Carolina	$1.35M	-$301K	4	0.92%	Reduced
3578	HFA Hoover Financial Advisors Malvern, Pennsylvania	$1.34M	+$1.42M	4	1.48%	New
3579	CFC Coyle Financial Counsel Glenview, Illinois	$1.34M	-$506K	1	1.42%	Reduced
3580	NWM Northwest Wealth Management Spencer, Iowa	$1.34M	-$886K	14	1.14%	Reduced
3581	CM Columbus Macro New Castle, Pennsylvania	$1.34M	-$4.62M	2	0.31%	Reduced
3582	SPL Smart Portfolios LLC Seattle, Washington	$1.33M	+$994	5	1.03%	Increased
3583	EWF Epstein & White Financial San Diego, California	$1.33M	+$230K	4	0.83%	Increased
3584	HP HT Partners Centerbrook, Connecticut	$1.33M	+$79.3K	3	0.64%	Increased
3585	GS Gagnon Securities New York	$1.32M	-$411K	2	0.35%	Reduced
3586	PA Parkside Advisors Berkeley, California	$1.32M	-$117K	3	0.81%	Reduced
3587	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$1.32M	+$1.38M	2	1.2%	New
3588	BI Ballast Inc Lexington, Kentucky	$1.31M	-$823K	2	1.01%	Reduced
3589	CFD Creative Financial Designs Kokomo, Indiana	$1.31M	-$407K	17	0.95%	Reduced
3590	AEPG American Economic Planning Group Warren, New Jersey	$1.3M	-$207K	4	0.42%	Reduced
3591	PA Prism Advisors Studio City, California	$1.3M	-$4.54K	2	0.83%	Reduced
3592	DRW Securities Chicago, Illinois	$1.3M	+$1.22M	3	0.07%	Increased
3593	FAM Flaharty Asset Management Clearwater, Florida	$1.29M	-$163K	3	0.55%	Reduced
3594	FDS First Dallas Securities Dallas, Texas	$1.27M	-$310K	3	1.06%	Reduced
3595	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.27M	-$6.27K	2	0.83%	Reduced
3596	CreativeOne Wealth Overland Park, Kansas	$1.26M	+$512K	2	0.42%	Increased
3597	HCM HGI Capital Management New York	$1.26M	-$704K	2	1.07%	Reduced
3598	CFIC City Financial Investment Company London, United Kingdom	$1.25M	-$27.1M	1	0.22%	Reduced
3599	OWA One Wealth Advisors San Francisco, California	$1.25M	+$10.8M	4	1.24%	Increased
3600	SMC S. Muoio & Co New York	$1.24M	-$375K	1	1.09%	Reduced