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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	RC RBO & Co Saint Helena, California	$655K	-$419K	1	0.15%	Reduced
3727	CCM Concourse Capital Management Atlanta, Georgia	$652K	$0	1	0.63%	Maintained
3728	NFG Noven Financial Group Denver, Colorado	$647K	-$9.14K	1	0.33%	Reduced
3729	LFG LifePlan Financial Group Dayton, Ohio	$644K	+$31.9K	9	0.31%	Increased
3730	ARG Advisory Resource Group Tulsa, Oklahoma	$643K	$0	1	0.35%	Maintained
3731	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$637K	-$231K	2	0.29%	Reduced
3732	RWM Reston Wealth Management Reston, Virginia	$635K	+$381K	1	0.5%	Increased
3733	PI Pachira Investments Dana Point, California	$632K	+$218K	2	0.7%	Increased
3734	CWM Capital Wealth Management W. Warwick, Rhode Island	$631K	+$6.73K	2	0.63%	Increased
3735	PRC Pearl River Capital Niles, Michigan	$622K	-$311K	6	3.97%	Reduced
3736	BCA Biltmore Capital Advisors Princeton, New Jersey	$609K	-$254K	2	0.18%	Reduced
3737	UIA UBP Investment Advisors Geneva, Switzerland	$608K	-$433K	2	0.55%	Reduced
3738	AWA Alaska Wealth Advisors Anchorage, Alaska	$606K	$0	1	0.06%	Maintained
3739	55I LLC Boston, Massachusetts	$604K	+$29.5K	2	0.34%	Increased
3740	DWA Divergent Wealth Advisors South Jordan, Utah	$603K	+$6.04K	2	0.19%	Increased
3741	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$590K	-$13.1K	1	0.41%	Reduced
3742	PWA Peterson Wealth Advisors Orem, Utah	$584K	-$31.6K	1	0.37%	Reduced
3743	FWCM First Western Capital Management Los Angeles, California	$582K	-$111K	2	7.72%	Reduced
3744	HS Horan Securities Cincinnati, United States	$574K	+$121K	9	0.65%	Increased
3745	JC Jentner Corp Akron, Ohio	$568K	-$12.7K	2	0.47%	Reduced
3746	MIM Macroview Investment Management Bethesda, Maryland	$564K	+$7.4K	8	1.46%	Increased
3747	LWA Lowe Wealth Advisors Columbia, Maryland	$558K	-$4.08K	11	0.33%	Reduced
3748	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$538K	+$370K	2	6.85%	Increased
3749	WCM Windham Capital Management Boston, Massachusetts	$536K	$0	1	0.09%	Maintained
3750	Sageworth Trust Lancaster, Pennsylvania	$535K	+$468K	4	0.06%	Increased