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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
3876	CC Claybrook Capital Wellesley, Massachusetts	$1.57M	+$18.9K	2	0.73%	Increased
3877	SIS Sound Income Strategies Ft Lauderdale, Florida	$1.57M	+$89.7K	19	0.42%	Increased
3878	KPWG KFA Private Wealth Group Tysons, Virginia	$1.57M	+$1.48M	3	1.44%	New
3879	VFM Vivid Financial Management Orcutt, California	$1.57M	+$1.29M	3	1.68%	New
3880	3F 360 Financial Wayzata, Minnesota	$1.57M	+$1.35M	5	1.16%	New
3881	HR Hardy Reed Tupelo, Mississippi	$1.57M	+$101K	2	0.58%	Increased
3882	CCIM Chapwood Capital Investment Management Plano, Texas	$1.55M	+$1.45M	1	1.56%	New
3883	SMC S. Muoio & Co New York	$1.55M	$0	1	1.4%	Maintained
3884	TAM Trust Asset Management Houston, Texas	$1.55M	-$78K	4	0.35%	Reduced
3885	RWA RGT Wealth Advisors Dallas, Texas	$1.55M	+$9.03K	2	4.67%	Increased
3886	WAM Wakefield Asset Management Englewood, Colorado	$1.55M	-$1.52M	2	0.64%	Reduced
3887	LWA Lineweaver Wealth Advisors Valley View, Ohio	$1.54M	+$1.46M	4	0.87%	New
3888	Mizuho Securities USA New York	$1.54M	-$11.2M	2	0.08%	Reduced
3889	G GenTrust Miami, Florida	$1.51M	+$260K	4	0.22%	Increased
3890	AFA American Financial Advisors Marietta, Georgia	$1.49M	+$14.8K	3	0.26%	Increased
3891	AI AdvisorShares Investments Bethesda, Maryland	$1.49M	+$1.38M	2	0.93%	New
3892	FCFC First Citizens Financial Corp Mason City, Iowa	$1.49M	+$1.44M	3	1.47%	New
3893	HPCM High Pointe Capital Management Chicago, Illinois	$1.49M	-$612K	2	1.77%	Reduced
3894	CFN Cordasco Financial Network Naples, Florida	$1.48M	+$150K	13	1.32%	Increased
3895	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$1.48M	+$514K	3	0.5%	Increased
3896	APC Aspire Private Capital Cornelius, North Carolina	$1.47M	+$84K	15	0.63%	Increased
3897	AG AlphaSimPlex Group Boston, Massachusetts	$1.46M	-$640K	3	0.55%	Reduced
3898	GWI Grace & White Inc Ny, New York	$1.45M	$0	1	0.33%	Maintained
3899	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$1.44M	+$167K	3	1.03%	Increased
3900	CJA C-J Advisory San Jose, California	$1.44M	-$361K	1	0.86%	Reduced