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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	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$684K	-$10K	15	0.84%	Reduced
3727	PI Pachira Investments Dana Point, California	$674K	+$550	2	0.75%	Increased
3728	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$670K	-$274K	2	0.59%	Reduced
3729	ARG Advisory Resource Group Tulsa, Oklahoma	$664K	-$2.89K	1	0.36%	Reduced
3730	LFG LifePlan Financial Group Dayton, Ohio	$660K	-$3K	8	0.31%	Reduced
3731	DWA Divergent Wealth Advisors South Jordan, Utah	$652K	$0	2	0.2%	Maintained
3732	SFC SYM Financial Corp Winona Lake, Indiana	$643K	+$124K	1	0.43%	Increased
3733	SP Steelhead Partners Seattle, Washington	$638K	-$947K	1	0.06%	Reduced
3734	PBCM Point Break Capital Management Miami, Florida	$635K	-$12.4M	1	0.24%	Reduced
3735	ACA Apis Capital Advisors New York	$617K	+$131K	1	0.97%	Increased
3736	ECM Empirical Capital Management Hendersonville, Tennessee	$610K	+$592K	1	0.83%	New
3737	SCM Shapiro Capital Management Atlanta, Georgia	$607K	+$303K	2	0.01%	Increased
3738	PWA Peterson Wealth Advisors Orem, Utah	$606K	+$138	1	0.37%	Increased
3739	SC Schoolcraft Capital Boulder, Colorado	$600K	+$145K	2	0.34%	Increased
3740	NFG Noven Financial Group Denver, Colorado	$597K	$0	1	0.3%	Maintained
3741	Sageworth Trust Lancaster, Pennsylvania	$587K	+$61.8K	3	0.07%	Increased
3742	TCB Texas Capital Bancshares Dallas, Texas	$587K	-$105K	1	0.95%	Reduced
3743	HS Horan Securities Cincinnati, United States	$586K	-$10.1K	7	0.65%	Reduced
3744	BIA BHK Investment Advisors Birmingham, Alabama	$580K	-$244K	2	0.34%	Reduced
3745	JC Jentner Corp Akron, Ohio	$580K	$0	2	0.47%	Maintained
3746	FFG Ford Financial Group Fresno, California	$579K	-$203K	1	0.37%	Reduced
3747	RCS Retirement Capital Strategies San Jose, California	$576K	-$325K	2	0.29%	Reduced
3748	FEG Financial Enhancement Group Anderson, Indiana	$571K	+$28.3K	8	0.15%	Increased
3749	LWA Lowe Wealth Advisors Columbia, Maryland	$571K	-$4.36K	10	0.34%	Reduced
3750	CWM Capital Wealth Management W. Warwick, Rhode Island	$562K	-$97.4K	2	0.6%	Reduced