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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
3826	DP Denver PWM Denver, Colorado	$2.4M	+$40.3K	3	1.47%	Increased
3827	QOP Quinn Opportunity Partners Charlottesville, Virginia	$2.4M	-$24.5M	4	0.3%	Reduced
3828	KLI Kelman-Lazarov Inc Memphis, Tennessee	$2.39M	-$661K	3	1.11%	Reduced
3829	BF Blankinship & Foster Solana Beach, California	$2.39M	+$160	4	1.25%	Increased
3830	GM GeoWealth Management Chicago, Illinois	$2.39M	+$1.95M	6	0.99%	Increased
3831	FMP Financial Management Professionals Austin, Texas	$2.39M	+$1.35M	18	0.82%	Increased
3832	CAM Crestone Asset Management Boulder, Colorado	$2.37M	+$53.1K	4	0.78%	Increased
3833	WWM WJ Wealth Management Glendale, Arizona	$2.36M	+$1.1M	3	1.65%	Increased
3834	BCA Biltmore Capital Advisors Princeton, New Jersey	$2.35M	+$587K	4	0.65%	Increased
3835	PG Prostatis Group Hanover, Maryland	$2.35M	+$613K	4	4.73%	Increased
3836	CWM CCG Wealth Management San Diego, California	$2.35M	+$165K	6	2.19%	Increased
3837	CM Columbus Macro New Castle, Pennsylvania	$2.34M	-$1.2M	2	0.64%	Reduced
3838	CI Centerstone Investors New York	$2.33M	-$2.65M	1	2.26%	Reduced
3839	ICM III Capital Management Boca Raton, Florida	$2.33M	-$299K	2	0.58%	Reduced
3840	PSF Pacific Sun Financial Los Angeles, California	$2.32M	+$13.2K	3	2.1%	Increased
3841	SFG Sunburst Financial Group Vestavia Hills, Alabama	$2.31M	+$108K	3	2.1%	Increased
3842	FWM FSA Wealth Management Needham, Massachusetts	$2.3M	-$164K	14	1.57%	Reduced
3843	CPC Consolidated Planning Corp Atlanta, Georgia	$2.3M	+$370K	5	2.25%	Increased
3844	CWM Cedar Wealth Management Walnut Creek, California	$2.29M	-$689K	7	1.54%	Reduced
3845	CWA Clarus Wealth Advisors Peoria, Arizona	$2.28M	-$1.01M	5	1.92%	Reduced
3846	WIC Wilkins Investment Counsel Boston, Massachusetts	$2.28M	$0	2	0.72%	Maintained
3847	AMG Asset Management Group Stamford, Connecticut	$2.27M	+$754K	4	0.72%	Increased
3848	SHWM Silicon Hills Wealth Management Austin, Texas	$2.27M	-$35.9K	4	2.72%	Reduced
3849	FP Fiduciary Planning Englewood, Florida	$2.26M	-$2.59M	1	4.97%	Reduced
3850	CA Continental Advisors Park City, Utah	$2.24M	$0	1	1.2%	Maintained