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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	BWA BlueSky Wealth Advisors New Bern, North Carolina	$1.03M	+$369K	4	0.29%	Increased
4052	FCM Fortis Capital Management Bellevue, Washington	$1.03M	+$425K	4	1.16%	Increased
4053	SA Silversage Advisors Irvine, California	$1.02M	+$98K	1	1.06%	Increased
4054	OIM Opus Investment Management Worcester, Massachusetts	$1.02M	$0	1	0.21%	Maintained
4055	OAJ Ogorek Anthony Joseph Williamsville, New York	$1.02M	-$150K	7	0.72%	Reduced
4056	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$1.02M	+$30.7K	1	1.14%	Increased
4057	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$1.01M	-$223K	3	0.48%	Reduced
4058	TWP TFO Wealth Partners Maumee, Ohio	$1M	+$44.8K	9	0.4%	Increased
4059	AC AltraVue Capital Bellevue, Washington	$984K	-$83K	1	0.74%	Reduced
4060	SFC SYM Financial Corp Winona Lake, Indiana	$983K	-$81K	1	0.79%	Reduced
4061	BM Brandywine Managers Hockessin, Delaware	$982K	-$97.6K	3	4.03%	Reduced
4062	KPC Karst Peak Capital Hong Kong	$982K	-$24.4M	1	15.69%	Reduced
4063	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$981K	+$82.8K	1	0.18%	Increased
4064	HS Horan Securities Cincinnati, United States	$980K	+$213K	8	1.08%	Increased
4065	HWM HighMark Wealth Management St. Paul, Minnesota	$973K	+$31.3K	16	1.07%	Increased
4066	RW RVW Wealth Los Angeles, California	$969K	-$119K	3	0.18%	Reduced
4067	WFA Wade Financial Advisory Campbell, California	$967K	+$98.5K	2	0.84%	Increased
4068	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$963K	+$28.1K	1	0.51%	Increased
4069	EW Element Wealth Ridgeland, Mississippi	$957K	-$67.7K	2	1.1%	Reduced
4070	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$953K	+$8.23K	10	0.53%	Increased
4071	PWA Peterson Wealth Advisors Orem, Utah	$932K	+$39.9K	1	0.5%	Increased
4072	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$930K	$0	9	0.28%	Maintained
4073	RBCM Raub Brock Capital Management Larkspur, California	$927K	+$614K	4	0.17%	Increased
4074	CF Corrigan Financial Middletown, Rhode Island	$922K	-$59.2K	2	0.5%	Reduced
4075	BJ Brouwer & Janachowski Mill Valley, California	$920K	-$117K	1	0.17%	Reduced