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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	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$763K	-$154K	2	0.23%	Reduced
4027	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$761K	+$410K	1	0.91%	Increased
4028	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$761K	+$791K	4	0.41%	Increased
4029	PC Permanens Capital New York	$744K	-$1.41M	5	0.23%	Reduced
4030	HWM HighMark Wealth Management St. Paul, Minnesota	$735K	-$30.4K	15	0.89%	Reduced
4031	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$733K	+$6.8K	9	0.48%	Increased
4032	CFIA Cantor Fitzgerald Investment Advisors New York	$727K	-$163K	2	0.13%	Reduced
4033	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$722K	-$585K	1	0.45%	Reduced
4034	ICA Infrastructure Capital Advisors New York	$713K	-$347K	2	0.7%	Reduced
4035	WFA Wade Financial Advisory Campbell, California	$710K	-$231K	2	0.71%	Reduced
4036	FMP Financial Management Professionals Austin, Texas	$709K	+$11.2K	12	0.3%	Increased
4037	MWM MBE Wealth Management Tomah, Wisconsin	$705K	+$483K	16	0.67%	Increased
4038	ARTA A.R.T. Advisors New York	$704K	-$76.7M	2	12.34%	Reduced
4039	IF Ironwood Financial Tucson, Arizona	$703K	-$309K	9	0.48%	Reduced
4040	RC RBO & Co Saint Helena, California	$703K	$0	1	0.19%	Maintained
4041	SL Salomon & Ludwin Richmond, Virginia	$697K	-$422K	6	0.18%	Reduced
4042	AWM Altus Wealth Management Ft Mitchell, Kentucky	$692K	+$229K	3	0.99%	Increased
4043	HAM Hammer Asset Management Auburn, California	$691K	-$6.63M	1	2.17%	Reduced
4044	SWPG Strategic Wealth Partners Group Deerfield, Illinois	$689K	+$819K	1	0.2%	New
4045	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$688K	+$36K	1	0.16%	Increased
4046	PWA Peterson Wealth Advisors Orem, Utah	$687K	+$164	1	0.45%	Increased
4047	LFG LifePlan Financial Group Dayton, Ohio	$683K	-$4.45K	11	0.37%	Reduced
4048	ES Equitec Specialists Chicago, Illinois	$682K	+$364K	1	0.16%	Increased
4049	TWM Trinity Wealth Management Berwyn, Pennsylvania	$676K	+$9.55K	2	0.89%	Increased
4050	GG Gleason Group Prospect, Kentucky	$670K	+$11.5K	5	0.53%	Increased