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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	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$1.24M	+$1.18M	2	0.85%	New
4027	AlphaCore Capital La Jolla, California	$1.24M	-$415K	5	1.12%	Reduced
4028	RWA RGT Wealth Advisors Dallas, Texas	$1.22M	-$308K	4	0.31%	Reduced
4029	TWM Tolleson Wealth Management Dallas, Texas	$1.22M	$0	1	0.49%	Maintained
4030	PS Portfolio Strategies Monsey, New York	$1.21M	-$7.69K	3	0.34%	Reduced
4031	MAG Mayfair Advisory Group Birmingham, Alabama	$1.21M	+$67.2K	3	3.13%	Increased
4032	NP Ninepoint Partners Toronto, Ontario, Canada	$1.21M	-$745K	3	0.53%	Reduced
4033	AIA Armor Investment Advisors Raleigh, North Carolina	$1.21M	-$220K	2	1.04%	Reduced
4034	ZCM Zebra Capital Management Stamford, Connecticut	$1.21M	-$127K	4	1.87%	Reduced
4035	BFG Baron Financial Group Fair Lawn, New Jersey	$1.21M	+$1.22M	8	1.13%	New
4036	CIM Cambria Investment Management Manhattan Beach, California	$1.21M	+$21.3K	2	0.45%	Increased
4037	AWMG Alliance Wealth Management Group Flemington, New Jersey	$1.2M	+$42.2K	2	0.52%	Increased
4038	PBF Petix & Botte Financial La Mesa, California	$1.19M	+$159K	4	0.95%	Increased
4039	IFO Independent Family Office Albany, New York	$1.18M	$0	2	0.56%	Maintained
4040	CFIA Cantor Fitzgerald Investment Advisors New York	$1.17M	$0	3	0.19%	Maintained
4041	AAMC Asset Allocation & Management Company Chicago, Illinois	$1.17M	-$469K	3	0.54%	Reduced
4042	CCM Colorado Capital Management Boulder, Colorado	$1.17M	-$48.6K	3	0.96%	Reduced
4043	PC Permanens Capital New York	$1.13M	+$362K	5	0.39%	Increased
4044	RPG Resource Planning Group Atlanta, Georgia	$1.13M	-$1.47K	2	0.85%	Reduced
4045	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.12M	+$148K	9	0.32%	Increased
4046	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.11M	-$17.2M	6	2.5%	Reduced
4047	OAJ Ogorek Anthony Joseph Williamsville, New York	$1.1M	+$35K	7	0.65%	Increased
4048	FRM Fox Run Management Greenwich, Connecticut	$1.1M	-$2.36M	4	2.75%	Reduced
4049	GG Gleason Group Prospect, Kentucky	$1.1M	+$4.7K	5	0.63%	Increased
4050	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$1.09M	-$96K	2	0.77%	Reduced