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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
3751	EWP Engrave Wealth Partners The Woodlands, Texas	$1.99M	-$102K	18	2.34%	Reduced
3752	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$1.98M	-$138K	5	1.78%	Reduced
3753	HCA Heck Capital Advisors Rhinelander, Wisconsin	$1.98M	+$393K	5	0.57%	Increased
3754	WFA Wellspring Financial Advisors Cleveland, Ohio	$1.98M	+$2.17M	4	0.95%	New
3755	AlphaCore Capital La Jolla, California	$1.97M	-$3.31M	14	1.55%	Reduced
3756	CFG CMC Financial Group Atlanta, Georgia	$1.96M	+$594	2	8.55%	Increased
3757	HA HC Advisors Sandy Springs, Georgia	$1.96M	+$1.65M	2	8.55%	Increased
3758	DVC Deer VII & Co Larchmont, New York	$1.96M	$0	1	1.94%	Maintained
3759	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$1.96M	$0	6	7.8%	Maintained
3760	JIP JBJ Investment Partners Charleston, South Carolina	$1.96M	-$153K	1	0.7%	Reduced
3761	IWAG Integer Wealth Advisors Group Cartersville, Georgia	$1.96M	+$225K	3	2.22%	Increased
3762	PFA Professional Financial Advisors North Platte, Nebraska	$1.95M	-$246K	3	3.53%	Reduced
3763	SFG StrategIQ Financial Group Merrillville, Indiana	$1.95M	-$113K	3	0.6%	Reduced
3764	PEA Pacific Edge Advisors Corona Del Mar, California	$1.95M	-$143K	5	1.39%	Reduced
3765	WCM Windsor Capital Management Phoenix, Arizona	$1.95M	+$268K	5	0.98%	Increased
3766	SFG Sowa Financial Group Lincoln, Rhode Island	$1.94M	+$12.3K	12	1.71%	Increased
3767	WDL Well Done LLC Holland, Michigan	$1.94M	-$259K	3	0.59%	Reduced
3768	RWM Raffa Wealth Management Washington, District of Columbia	$1.94M	-$983K	21	0.72%	Reduced
3769	Apella Capital West Hartford, Connecticut	$1.94M	+$2.06M	2	1.13%	New
3770	BWA Beam Wealth Advisors Covington, Louisiana	$1.93M	-$233K	3	1.91%	Reduced
3771	WIC Wilkins Investment Counsel Boston, Massachusetts	$1.93M	-$368K	2	0.7%	Reduced
3772	SG Swarthmore Group Philadelphia, Pennsylvania	$1.93M	-$22.6M	4	10.22%	Reduced
3773	HP HT Partners Centerbrook, Connecticut	$1.91M	-$295K	3	0.88%	Reduced
3774	CL CSS LLC Chicago, Illinois	$1.9M	-$18.6M	8	0.15%	Reduced
3775	OWA One Wealth Advisors San Francisco, California	$1.9M	-$914K	6	1.88%	Reduced