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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	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$940K	-$13.3K	2	0.77%	Reduced
3677	RW RVW Wealth Los Angeles, California	$936K	+$233K	3	0.22%	Increased
3678	PWP Personal Wealth Partners Bloomington, Minnesota	$928K	+$14K	16	0.43%	Increased
3679	BRF B. Riley Financial Los Angeles, California	$924K	+$47.4K	2	0.34%	Increased
3680	GCIA Gabelli & Co Investment Advisers Rye, New York	$918K	-$106K	1	0.1%	Reduced
3681	Cowen and Company New York	$913K	+$954K	2	0.23%	New
3682	Orgel Wealth Management Altoona, Wisconsin	$903K	$0	1	0.34%	Maintained
3683	PWS Paragon Wealth Strategies Jacksonville, Florida	$900K	+$166K	2	0.48%	Increased
3684	DCM DAFNA Capital Management Los Angeles, California	$898K	+$1.26M	1	0.34%	New
3685	MHP Manatuck Hill Partners Westport, Connecticut	$890K	-$994K	2	0.49%	Reduced
3686	AWMG Alliance Wealth Management Group Flemington, New Jersey	$875K	-$67.5K	3	0.42%	Reduced
3687	BAMG Brand Asset Management Group Chesterfield, Missouri	$872K	-$31.8K	7	0.58%	Reduced
3688	55I LLC Boston, Massachusetts	$861K	+$201K	3	0.42%	Increased
3689	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$854K	+$215K	3	0.38%	Increased
3690	OIM Opus Investment Management Worcester, Massachusetts	$852K	+$156K	2	0.15%	Increased
3691	MCP Maso Capital Partners Hong Kong	$850K	+$874K	1	0.31%	New
3692	NCM New Capital Management Houston, Texas	$838K	+$7.55K	9	0.7%	Increased
3693	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$831K	+$501K	2	0.33%	Increased
3694	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$831K	+$81.4K	2	0.45%	Increased
3695	F F3Logic Burnsville, Minnesota	$828K	-$4.18M	2	0.19%	Reduced
3696	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$817K	-$2.61K	2	0.36%	Reduced
3697	PCA Prospect Capital Advisors Sausalito, California	$814K	-$161K	1	0.41%	Reduced
3698	TWM Tolleson Wealth Management Dallas, Texas	$806K	$0	1	0.44%	Maintained
3699	BJ Brouwer & Janachowski Mill Valley, California	$801K	+$25.4K	1	0.14%	Increased
3700	QCMA Quad Capital Management Advisors New York	$795K	-$3.14M	1	0.4%	Reduced