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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	DA Detalus Advisors St. Louis, Missouri	$1.75M	-$115K	2	1.61%	Reduced
3802	FSCP Franklin Street Capital Partners New York	$1.74M	-$7.31M	1	19.3%	Reduced
3803	WSL Western Standard LLC Los Angeles, California	$1.74M	-$701K	1	1.61%	Reduced
3804	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$1.74M	+$25.5K	3	1.64%	Increased
3805	CIM Coastal Investment Management Los Angeles, California	$1.73M	-$39.9M	1	20.4%	Reduced
3806	ST Sentinel Trust Houston, Texas	$1.73M	+$381K	5	0.54%	Increased
3807	PSF Pacific Sun Financial Los Angeles, California	$1.73M	+$28.5K	3	1.99%	Increased
3808	CHA Cooper/Haims Advisors Victor, New York	$1.73M	-$267K	3	1.5%	Reduced
3809	RF RHS Financial San Francisco, California	$1.72M	-$146K	3	2.3%	Reduced
3810	PA PSI Advisors Tampa, Florida	$1.71M	-$1.28M	3	1.58%	Reduced
3811	PWM Peterson Wealth Management Sparks, Nevada	$1.71M	-$136K	1	2.08%	Reduced
3812	CFA Camarda Financial Advisors Fleming Island, Florida	$1.71M	-$28.1K	2	8.63%	Reduced
3813	OCG Opus Capital Group Cincinnati, Ohio	$1.7M	-$572K	3	0.6%	Reduced
3814	NIM NuWave Investment Management Parsippany, New Jersey	$1.7M	-$5.74M	9	3.71%	Reduced
3815	SFG Sunburst Financial Group Vestavia Hills, Alabama	$1.7M	-$187K	3	1.8%	Reduced
3816	RWA RGT Wealth Advisors Dallas, Texas	$1.7M	+$377K	3	1.09%	Increased
3817	RVPG Relative Value Partners Group	$1.69M	-$52.8K	1	0.2%	Reduced
3818	KTM Keeler Thomas Management Orem, Utah	$1.68M	-$694K	1	1.97%	Reduced
3819	CWM CCG Wealth Management San Diego, California	$1.68M	-$430K	4	1.61%	Reduced
3820	AF AtlasMark Financial Austin, Texas	$1.68M	$0	3	4.19%	Maintained
3821	PA Parkside Advisors Berkeley, California	$1.67M	+$145K	3	0.91%	Increased
3822	NCM New Capital Management Houston, Texas	$1.67M	+$812K	6	3.15%	Increased
3823	CWM Campbell Wealth Management Alexandria, Virginia	$1.66M	-$147K	2	0.36%	Reduced
3824	UA Unison Advisors Washington, District of Columbia	$1.66M	-$1.75M	1	1.79%	Reduced
3825	RC Roubaix Capital Denver, Colorado	$1.66M	+$776K	1	2.51%	Increased