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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	JWM Janiczek Wealth Management Denver, Colorado	$1.14M	+$120K	12	0.64%	Increased
4027	IFO Independent Family Office Albany, New York	$1.14M	+$44.2K	2	0.59%	Increased
4028	CWM Cahaba Wealth Management Atlanta, Georgia	$1.13M	+$13.4K	2	0.23%	Increased
4029	CCM Colorado Capital Management Boulder, Colorado	$1.13M	-$76.1K	3	0.98%	Reduced
4030	PWC PYA Waltman Capital Knoxville, Tennessee	$1.13M	+$469K	2	0.93%	Increased
4031	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$1.12M	-$566K	1	0.55%	Reduced
4032	PCWA Pacific Capital Wealth Advisors Corona, California	$1.12M	-$18.2K	1	0.76%	Reduced
4033	SM Scoggin Management New York	$1.11M	+$345K	1	0.3%	Increased
4034	MA MANA Advisors New York	$1.11M	+$395K	4	4.77%	Increased
4035	HC Hamilton Capital Columbus, Ohio	$1.1M	-$99.8K	1	0.42%	Reduced
4036	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.1M	+$264K	2	0.83%	Increased
4037	PL Polianta Ltd St Helier, Jersey	$1.1M	-$1.14M	1	0.71%	Reduced
4038	PFM Peak Financial Management Wellesley, Massachusetts	$1.09M	+$38.1K	3	0.51%	Increased
4039	AWMG Alliance Wealth Management Group Flemington, New Jersey	$1.09M	+$6.35K	2	0.5%	Increased
4040	PVI Pura Vida Investments New York	$1.09M	+$835K	1	0.1%	New
4041	KCM Knoll Capital Management Miami, Florida	$1.07M	$0	1	0.62%	Maintained
4042	SM Southport Management Wilson, Wyoming	$1.06M	$0	1	7.93%	Maintained
4043	SPIO Seven Post Investment Office San Francisco, California	$1.06M	$0	2	0.45%	Maintained
4044	LFG LifePlan Financial Group Dayton, Ohio	$1.06M	+$195K	11	0.48%	Increased
4045	RPG Resource Planning Group Atlanta, Georgia	$1.05M	+$14.5K	2	0.79%	Increased
4046	AWAM Appian Way Asset Management New York	$1.05M	+$847K	1	0.51%	New
4047	APC Aspire Private Capital Cornelius, North Carolina	$1.05M	+$311K	6	0.49%	Increased
4048	CFG CKW Financial Group Honolulu, Hawaii	$1.04M	-$157K	9	0.23%	Reduced
4049	PFA Pettinga Financial Advisors Evansville, Indiana	$1.03M	-$42.3K	1	0.5%	Reduced
4050	MAG Mayfair Advisory Group Birmingham, Alabama	$1.03M	+$170K	3	3.34%	Increased