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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
4051	CFG CKW Financial Group Honolulu, Hawaii	$768K	+$520	7	0.14%	Increased
4052	IWA Inspirion Wealth Advisors Libertyville, Illinois	$759K	$0	3	0.26%	Maintained
4053	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$757K	-$90.1K	9	0.39%	Reduced
4054	NEPPG New England Professional Planning Group Westerly, Rhode Island	$756K	+$704K	1	0.6%	New
4055	ARG Advisory Resource Group Tulsa, Oklahoma	$753K	-$588	1	0.42%	Reduced
4056	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$746K	-$29.4K	2	26.11%	Reduced
4057	RW RVW Wealth Los Angeles, California	$745K	-$282K	2	0.16%	Reduced
4058	JWS Juncture Wealth Strategies Scottsdale, Arizona	$742K	-$894K	1	0.58%	Reduced
4059	TFA Tobias Financial Advisors Plantation, Florida	$741K	+$700K	11	0.47%	New
4060	Soleus Capital Management Greenwich, Connecticut	$737K	+$677K	1	0.71%	New
4061	DIM DC Investments Management Mclean, Virginia	$734K	-$1.5M	2	0.56%	Reduced
4062	LFG LifePlan Financial Group Dayton, Ohio	$727K	+$7.5K	10	0.32%	Increased
4063	PWM Provident Wealth Management Brentwood, Tennessee	$726K	+$713K	2	0.65%	New
4064	MWM Moulton Wealth Management Spokane, Washington	$725K	+$671K	1	0.6%	New
4065	CA Crumly & Associates Springfield, Illinois	$724K	+$640K	1	0.75%	New
4066	TWM Trinity Wealth Management Berwyn, Pennsylvania	$722K	+$700K	2	0.73%	New
4067	PI Pachira Investments Dana Point, California	$719K	-$34.8K	2	0.6%	Reduced
4068	AF Apexium Financial Dallas, Texas	$718K	+$669K	1	0.93%	New
4069	NFG Noven Financial Group Denver, Colorado	$718K	+$29.1K	1	0.33%	Increased
4070	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$694K	-$54.2K	14	0.61%	Reduced
4071	CFO CVA Family Office Denver, Colorado	$688K	+$641K	1	0.63%	New
4072	PWA Peterson Wealth Advisors Orem, Utah	$687K	$0	1	0.39%	Maintained
4073	HWA Heartwood Wealth Advisors Richmond, Virginia	$686K	+$671K	3	0.13%	New
4074	SFS Shaker Financial Services Arlington, Virginia	$686K	+$683K	1	0.32%	New
4075	BCA Biltmore Capital Advisors Princeton, New Jersey	$682K	-$573K	2	0.2%	Reduced