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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
4001	CFO CVA Family Office Denver, Colorado	$826K	+$162K	9	0.84%	Increased
4002	PRC Pearl River Capital Niles, Michigan	$823K	-$8M	7	1.59%	Reduced
4003	BJ Brouwer & Janachowski Mill Valley, California	$815K	-$6.91K	1	0.16%	Reduced
4004	BC Barnett & Company Chattanooga, Tennessee	$814K	+$120K	12	0.78%	Increased
4005	Capital Markets Trading (UK) London, United Kingdom	$811K	-$46.6K	1	0.02%	Reduced
4006	CF Corrigan Financial Middletown, Rhode Island	$811K	-$968K	2	0.6%	Reduced
4007	BM Brandywine Managers Hockessin, Delaware	$806K	-$1.77M	3	0.28%	Reduced
4008	RIG Ramiah Investment Group Brookfield, Wisconsin	$806K	+$525K	2	1.43%	Increased
4009	CWM Cahaba Wealth Management Atlanta, Georgia	$805K	+$290K	2	0.21%	Increased
4010	SPM Symmetry Peak Management Radnor, Pennsylvania	$802K	-$11.7M	2	1.81%	Reduced
4011	RPG Resource Planning Group Atlanta, Georgia	$791K	+$21K	2	0.69%	Increased
4012	NP Ninepoint Partners Toronto, Ontario, Canada	$789K	-$7.91M	2	0.78%	Reduced
4013	Nishkama Capital LLC Dorado, Puerto Rico	$789K	-$22.8M	1	1.13%	Reduced
4014	OIM Opus Investment Management Worcester, Massachusetts	$789K	-$177K	1	0.17%	Reduced
4015	AF AMG Funds Stamford, Connecticut	$784K	+$21.2K	2	3.72%	Increased
4016	JWM Janiczek Wealth Management Denver, Colorado	$784K	-$24K	8	0.44%	Reduced
4017	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$783K	-$443K	17	0.48%	Reduced
4018	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$783K	-$1.16M	1	0.74%	Reduced
4019	EW Element Wealth Ridgeland, Mississippi	$780K	+$63.2K	2	1.08%	Increased
4020	AFG American Financial Group Cincinnati, Ohio	$770K	$0	1	0.09%	Maintained
4021	ARG Advisory Resource Group Tulsa, Oklahoma	$768K	+$16.1K	1	0.59%	Increased
4022	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$766K	+$74.8K	9	0.26%	Increased
4023	TWP TFO Wealth Partners Maumee, Ohio	$765K	-$203K	6	0.33%	Reduced
4024	Xponance Philadelphia, Pennsylvania	$765K	+$822K	1	0.62%	New
4025	EFL ERn Financial LLC Middleton, Wisconsin	$763K	-$857K	1	0.5%	Reduced