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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
3701	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$740K	-$26.2K	2	0.36%	Reduced
3702	IF Ironwood Financial Tucson, Arizona	$738K	+$10.9K	9	0.38%	Increased
3703	NCM New Capital Management Houston, Texas	$730K	+$17.8K	9	2.06%	Increased
3704	VFP Verus Financial Partners Richmond, Virginia	$730K	+$37.7K	2	0.26%	Increased
3705	CFG CKW Financial Group Honolulu, Hawaii	$727K	+$510	7	0.13%	Increased
3706	LWM Lyons Wealth Management Winter Park, Florida	$721K	-$599K	1	2.03%	Reduced
3707	MHP Manatuck Hill Partners Westport, Connecticut	$715K	+$618K	1	0.34%	New
3708	BAMG Brand Asset Management Group Chesterfield, Missouri	$708K	+$110K	9	0.48%	Increased
3709	BFG Barber Financial Group Lenexa, Kansas	$698K	+$23.5K	2	0.14%	Increased
3710	JWM Janiczek Wealth Management Denver, Colorado	$697K	-$294K	10	0.33%	Reduced
3711	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$694K	+$662K	1	0.76%	New
3712	AMG Advisors Management Group La Crosse, Wisconsin	$693K	+$242K	2	0.31%	Increased
3713	KAH Kathryn A. Hall	$691K	+$639K	1	0.47%	New
3714	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$689K	+$49.2K	13	0.47%	Increased
3715	TWM Tolleson Wealth Management Dallas, Texas	$684K	$0	1	0.47%	Maintained
3716	RPG Resource Planning Group Atlanta, Georgia	$676K	+$228K	2	0.45%	Increased
3717	SCA SMH Capital Advisors Fort Worth, Texas	$672K	+$7.65K	1	1.3%	Increased
3718	UIM Underhill Investment Management Greenbrae, California	$671K	-$56.5K	1	0.36%	Reduced
3719	BIA BHK Investment Advisors Birmingham, Alabama	$669K	+$289K	2	0.41%	Increased
3720	CM Columbus Macro New Castle, Pennsylvania	$661K	-$787K	1	0.14%	Reduced
3721	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$658K	-$4.74K	2	0.36%	Reduced
3722	BJ Brouwer & Janachowski Mill Valley, California	$657K	+$121K	1	0.12%	Increased
3723	CCM Concourse Capital Management Atlanta, Georgia	$656K	-$3.14M	1	0.66%	Reduced
3724	FWCM First Western Capital Management Los Angeles, California	$651K	-$439K	2	9.26%	Reduced
3725	RCS Retirement Capital Strategies San Jose, California	$639K	+$185K	2	0.32%	Increased