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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
3801	AP Advisors Preferred Rockville, Maryland	$334K	+$229K	7	0.08%	Increased
3802	PRC Pearl River Capital Niles, Michigan	$333K	-$302K	8	0.95%	Reduced
3803	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$324K	+$29.3K	1	0.2%	Increased
3804	FFW Fusion Family Wealth Woodbury, New York	$322K	-$1.01M	5	0.09%	Reduced
3805	TFA TPG Financial Advisors Portland, Oregon	$316K	+$55K	1	0.28%	Increased
3806	FPIS Financial Planning & Information Services De Pere, Wisconsin	$315K	-$6.33K	1	0.13%	Reduced
3807	BWM Brickley Wealth Management San Mateo, California	$311K	+$14K	1	0.13%	Increased
3808	MLM Mount Lucas Management Newtown, Pennsylvania	$307K	-$8.47M	1	0.06%	Reduced
3809	TIM Triad Investment Management Newport Beach, California	$306K	$0	1	0.33%	Maintained
3810	QC QCM Cayman Houston, Texas	$304K	+$301K	1	4.4%	New
3811	SAM Southpaw Asset Management Stamford, Connecticut	$302K	+$288K	1	0.27%	New
3812	LFS Legacy Financial Strategies Overland Park, Kansas	$292K	+$68.6K	1	0.26%	Increased
3813	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$291K	+$288K	1	0.21%	New
3814	BC Barnett & Company Chattanooga, Tennessee	$289K	+$55.4K	9	0.17%	Increased
3815	VEA Virtus ETF Advisers New York	$288K	-$61.7K	5	0.06%	Reduced
3816	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$283K	-$577K	1	3.37%	Reduced
3817	GPWA Great Point Wealth Advisors Boston, Massachusetts	$281K	$0	1	0.19%	Maintained
3818	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$271K	$0	1	0.08%	Maintained
3819	AIA Arcadia Investment Advisors Eagle, Idaho	$269K	$0	3	0.18%	Maintained
3820	ML McAdam LLC Philadelphia, Pennsylvania	$268K	-$237K	1	0.07%	Reduced
3821	MCM Maxim Capital Management San Francisco, California	$263K	$0	1	0.24%	Maintained
3822	MAS Managed Account Services Coconut Grove, Florida	$257K	-$3.01K	1	0.13%	Reduced
3823	PD Planning Directions Glen Mills, Pennsylvania	$254K	-$81.7K	1	0.24%	Reduced
3824	Cooke & Bieler Philadelphia, Pennsylvania	$250K	$0	1	0%	Maintained
3825	TW Towerpoint Wealth Sacramento, California	$248K	$0	1	0.17%	Maintained