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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
4026	PPWM PFG Private Wealth Management Lutz, Florida	$856K	+$826K	2	0.76%	New
4027	AFG Affinia Financial Group Burlington, Massachusetts	$846K	+$804K	2	0.55%	New
4028	MAM Marotta Asset Management Charlottesville, Virginia	$840K	+$713K	2	0.26%	New
4029	GG Gleason Group Prospect, Kentucky	$836K	+$795K	5	0.5%	New
4030	RPG Resource Planning Group Atlanta, Georgia	$826K	$0	2	0.47%	Maintained
4031	BJ Brouwer & Janachowski Mill Valley, California	$822K	-$80.5K	1	0.14%	Reduced
4032	AMG Advisors Management Group La Crosse, Wisconsin	$821K	+$33.5K	2	0.33%	Increased
4033	W WealthStone Columbus, Ohio	$820K	-$13.7K	2	0.48%	Reduced
4034	GPWA Great Point Wealth Advisors Boston, Massachusetts	$818K	+$477K	2	0.51%	Increased
4035	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$817K	-$19.7K	1	0.46%	Reduced
4036	RWM Reston Wealth Management Reston, Virginia	$816K	-$51.3K	1	0.65%	Reduced
4037	ACM ADI Capital Management New York	$815K	-$447K	2	4.65%	Reduced
4038	UIA UBP Investment Advisors Geneva, Switzerland	$815K	-$509K	3	0.64%	Reduced
4039	RC RBO & Co Saint Helena, California	$810K	$0	1	0.18%	Maintained
4040	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$810K	-$6.59K	3	0.09%	Reduced
4041	EW Element Wealth Ridgeland, Mississippi	$806K	+$757K	2	0.83%	New
4042	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$806K	-$46.5K	1	0.69%	Reduced
4043	WWM WJ Wealth Management Glendale, Arizona	$804K	+$748K	3	2.03%	New
4044	SFC SYM Financial Corp Winona Lake, Indiana	$801K	+$66.7K	1	0.53%	Increased
4045	PFA Pettinga Financial Advisors Evansville, Indiana	$799K	-$1.18K	1	0.43%	Reduced
4046	HWM HighMark Wealth Management St. Paul, Minnesota	$798K	+$745K	15	0.85%	New
4047	BC Barnett & Company Chattanooga, Tennessee	$793K	+$437K	12	0.48%	Increased
4048	BO Bach Option Wanchai, Hong Kong	$782K	-$524K	2	0.33%	Reduced
4049	FMP Financial Management Professionals Austin, Texas	$774K	-$3.47M	12	0.26%	Reduced
4050	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$769K	-$225K	9	0.21%	Reduced