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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
3676	FPC Falcon Point Capital San Francisco, California	$863K	+$181K	2	0.46%	Increased
3677	JWM Janiczek Wealth Management Denver, Colorado	$852K	+$69.3K	9	0.4%	Increased
3678	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$850K	-$16.5K	2	0.92%	Reduced
3679	TIS Tortoise Index Solutions Overland Park, Kansas	$846K	+$48.4K	8	0.25%	Increased
3680	BCM BlueMar Capital Management Miami, Florida	$844K	+$806K	1	0.25%	New
3681	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$826K	+$200K	3	0.12%	Increased
3682	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$820K	-$4.7K	2	0.41%	Reduced
3683	BRF B. Riley Financial Los Angeles, California	$816K	-$389K	2	0.39%	Reduced
3684	NCM New Capital Management Houston, Texas	$815K	+$2.46K	9	1.43%	Increased
3685	PPW Pasadena Private Wealth Pasadena, California	$815K	-$229K	2	0.39%	Reduced
3686	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$804K	+$1.46K	1	0.71%	Increased
3687	Robertson Stephens Wealth Management San Francisco, California	$799K	-$829K	3	0.78%	Reduced
3688	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$799K	$0	2	0.62%	Maintained
3689	G GenTrust Miami, Florida	$795K	-$294K	2	0.13%	Reduced
3690	KAH Kathryn A. Hall	$785K	$0	1	0.63%	Maintained
3691	NWM Northwest Wealth Management Spencer, Iowa	$782K	-$705K	2	0.63%	Reduced
3692	CM Cornerstone Management Duluth, Georgia	$777K	-$26.1K	1	0.36%	Reduced
3693	TWM Tolleson Wealth Management Dallas, Texas	$777K	$0	1	0.54%	Maintained
3694	IF Ironwood Financial Tucson, Arizona	$774K	+$4.92K	8	0.38%	Increased
3695	RPG Resource Planning Group Atlanta, Georgia	$773K	-$127	2	0.45%	Reduced
3696	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$769K	+$72.3K	2	0.36%	Increased
3697	BIA BHK Investment Advisors Birmingham, Alabama	$768K	+$83.2K	2	0.44%	Increased
3698	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$768K	-$641K	3	0.08%	Reduced
3699	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$768K	-$391K	2	0.4%	Reduced
3700	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$763K	-$12K	9	0.42%	Reduced