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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
3726	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$624K	+$670K	2	0.71%	New
3727	CCM Colorado Capital Management Boulder, Colorado	$623K	-$111K	3	0.52%	Reduced
3728	IF Ironwood Financial Tucson, Arizona	$623K	+$41.9K	8	0.35%	Increased
3729	CFG CKW Financial Group Honolulu, Hawaii	$621K	-$104K	7	0.14%	Reduced
3730	TF Trek Financial Scottsdale, Arizona	$621K	+$654K	1	0.12%	New
3731	MAM Marquette Asset Management Minneapolis, Minnesota	$616K	-$546K	2	0.24%	Reduced
3732	NCM New Capital Management Houston, Texas	$602K	+$18.3K	8	1.1%	Increased
3733	VCP Vista Capital Partners Portland, Oregon	$593K	-$303K	1	0.14%	Reduced
3734	TWM Tolleson Wealth Management Dallas, Texas	$589K	+$621K	1	0.35%	New
3735	BFG Barber Financial Group Lenexa, Kansas	$585K	-$253K	2	0.13%	Reduced
3736	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$585K	+$91.5K	2	0.35%	Increased
3737	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$578K	+$567K	2	0.53%	New
3738	ECM EII Capital Management New York	$575K	$0	5	0.33%	Maintained
3739	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$575K	-$620K	2	0.37%	Reduced
3740	OA Opes Advisors Cupertino, California	$567K	-$254K	2	0.41%	Reduced
3741	KTM Keeler Thomas Management Orem, Utah	$566K	+$597K	1	0.65%	New
3742	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$566K	-$470K	3	0.39%	Reduced
3743	FEM Fulcrum Equity Management Plano, Texas	$565K	+$656K	2	0.21%	New
3744	JFM Jackson Financial Management Costa Mesa, California	$561K	+$46.7K	2	0.62%	Increased
3745	Hershey Trust Company Hershey, Pennsylvania	$554K	+$585K	1	0.01%	New
3746	GCM Gator Capital Management Tampa, Florida	$548K	-$321K	1	0.84%	Reduced
3747	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$537K	+$572K	12	0.43%	New
3748	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$537K	$0	9	0.41%	Maintained
3749	SCA SMH Capital Advisors Fort Worth, Texas	$535K	-$10.6K	1	1.09%	Reduced
3750	SL Salomon & Ludwin Richmond, Virginia	$533K	+$562K	7	0.12%	New