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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	LFG LifePlan Financial Group Dayton, Ohio	$1.09M	-$22.4K	12	0.47%	Reduced
4052	PFA Pettinga Financial Advisors Evansville, Indiana	$1.08M	+$10.1K	1	0.46%	Increased
4053	RR Robotti Robert	$1.08M	+$982K	1	0.42%	New
4054	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$1.08M	-$11.8K	3	0.47%	Reduced
4055	Charles Schwab Investment Advisory San Francisco, California	$1.06M	+$488K	3	0%	Increased
4056	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$1.06M	+$5.67K	1	1.27%	Increased
4057	RW RVW Wealth Los Angeles, California	$1.05M	-$7.21K	3	0.18%	Reduced
4058	NIM NuWave Investment Management Parsippany, New Jersey	$1.05M	-$6.11M	20	1.62%	Reduced
4059	OIM Opus Investment Management Worcester, Massachusetts	$1.05M	$0	1	0.2%	Maintained
4060	GWM GSB Wealth Management Guilford, Connecticut	$1.05M	+$232K	3	4.8%	Increased
4061	TWP TFO Wealth Partners Maumee, Ohio	$1.05M	-$7.19K	7	0.4%	Reduced
4062	SC Steph & Co Marinette, Wisconsin	$1.04M	-$208K	8	0.97%	Reduced
4063	LL LPWM LLC Minneapolis, Minnesota	$1.03M	+$225K	3	0.84%	Increased
4064	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$1.03M	+$17K	1	0.17%	Increased
4065	PWC PYA Waltman Capital Knoxville, Tennessee	$1.03M	-$208K	2	0.72%	Reduced
4066	HS Horan Securities Cincinnati, United States	$1.02M	-$11K	11	1.02%	Reduced
4067	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$1.02M	+$84.4K	7	0.47%	Increased
4068	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1.01M	+$5.33K	10	0.52%	Increased
4069	HWM HighMark Wealth Management St. Paul, Minnesota	$1.01M	-$80.8K	14	0.91%	Reduced
4070	PFM Peak Financial Management Wellesley, Massachusetts	$1.01M	-$127K	3	0.43%	Reduced
4071	KAM Kirkoswald Asset Management New York	$1M	+$876K	1	15.1%	New
4072	RHFI Reilly Herbert Faulkner III	$1M	+$1.04M	2	0.37%	New
4073	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$1M	+$1.04M	2	0.59%	New
4074	FPC Falcon Point Capital San Francisco, California	$995K	+$45.6K	3	11.25%	Increased
4075	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$993K	-$2.94K	1	0.15%	Reduced