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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	CFN Cordasco Financial Network Naples, Florida	$2.51M	+$468K	14	2.3%	Increased
3802	AG AlphaSimPlex Group Boston, Massachusetts	$2.5M	+$886K	5	1.88%	Increased
3803	VFM Vivid Financial Management Orcutt, California	$2.5M	+$749K	4	1.56%	Increased
3804	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$2.5M	$0	6	9.14%	Maintained
3805	GAM Gould Asset Management Claremont, California	$2.5M	+$181K	3	0.88%	Increased
3806	AA AlphaCentric Advisors San Juan, Puerto Rico	$2.49M	+$2.03M	4	1.41%	New
3807	WFA Wellspring Financial Advisors Cleveland, Ohio	$2.49M	-$23.1K	4	1.03%	Reduced
3808	CS Capital Square Chattanooga, Tennessee	$2.48M	-$374K	5	2.66%	Reduced
3809	Advisory Alpha Holland, Michigan	$2.48M	-$319K	4	0.55%	Reduced
3810	PWM Peterson Wealth Management Sparks, Nevada	$2.48M	+$239K	1	2.46%	Increased
3811	KC Kepos Capital New York	$2.47M	+$1.56M	1	0.32%	Increased
3812	EA Emerald Advisors Bellevue, Washington	$2.46M	-$648K	3	1.08%	Reduced
3813	HFP Holistic Financial Partners Indianapolis, Indiana	$2.46M	-$235K	7	2.12%	Reduced
3814	VFP Verus Financial Partners Richmond, Virginia	$2.44M	+$192K	3	0.53%	Increased
3815	OEP Ocean Endowment Partners Chicago, Illinois	$2.44M	-$1.58M	2	3.83%	Reduced
3816	PA PSI Advisors Tampa, Florida	$2.43M	+$256K	4	1.96%	Increased
3817	RWM Reston Wealth Management Reston, Virginia	$2.43M	+$198K	4	1.67%	Increased
3818	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$2.43M	+$1.25M	9	1.19%	Increased
3819	F F3Logic Burnsville, Minnesota	$2.43M	+$869K	4	0.45%	Increased
3820	I2I Insight 2811 Inc Chicago, Illinois	$2.43M	-$802K	5	1.6%	Reduced
3821	HCM Hudson Capital Management Ramsey, New Jersey	$2.43M	+$202K	2	1.29%	Increased
3822	DRW Securities Chicago, Illinois	$2.42M	-$49.1M	2	0.11%	Reduced
3823	PPW Pasadena Private Wealth Pasadena, California	$2.42M	+$441K	4	0.92%	Increased
3824	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$2.42M	+$2.17M	3	3.43%	New
3825	MWC MBM Wealth Consultants Chesterfield, Missouri	$2.41M	-$1.09M	8	1.7%	Reduced