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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
4101	KCM Knoll Capital Management Miami, Florida	$867K	$0	1	0.71%	Maintained
4102	GPA Guidance Point Advisors Wellesley, Massachusetts	$866K	+$210K	2	0.48%	Increased
4103	IWA Inspirion Wealth Advisors Libertyville, Illinois	$862K	+$420	2	0.3%	Increased
4104	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$856K	$0	1	0.49%	Maintained
4105	WCM Windham Capital Management Boston, Massachusetts	$841K	$0	1	0.19%	Maintained
4106	BWA BlueSky Wealth Advisors New Bern, North Carolina	$834K	-$268K	3	0.22%	Reduced
4107	RTS Round Table Services Westfield, New Jersey	$828K	+$29.6K	1	0.36%	Increased
4108	TCM Tuttle Capital Management Riverside, Connecticut	$828K	-$7.8M	2	0.57%	Reduced
4109	TCB Texas Capital Bancshares Dallas, Texas	$825K	+$210	1	1.16%	Increased
4110	AFG Affinia Financial Group Burlington, Massachusetts	$817K	-$19.7K	3	0.57%	Reduced
4111	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$814K	-$41.6K	1	0.54%	Reduced
4112	CBOR Community Bank of Raymore Raymore, Missouri	$813K	-$41K	1	0.36%	Reduced
4113	PWS Private Wealth Strategies New Albany, Ohio	$812K	+$790K	3	0.28%	New
4114	AWM Altus Wealth Management Ft Mitchell, Kentucky	$804K	-$77.5K	3	0.74%	Reduced
4115	HWA Heartwood Wealth Advisors Richmond, Virginia	$800K	$0	3	0.15%	Maintained
4116	TC Trilogy Capital Irvine, California	$788K	+$184K	2	0.08%	Increased
4117	PFM Probabilities Fund Management White Plains, New York	$782K	$0	1	2.59%	Maintained
4118	SAM Sequent Asset Management Houston, Texas	$782K	-$21K	1	0.56%	Reduced
4119	BWM Brickley Wealth Management San Mateo, California	$781K	$0	2	0.22%	Maintained
4120	LWA Lowe Wealth Advisors Columbia, Maryland	$774K	+$16.5K	9	0.43%	Increased
4121	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$767K	-$6.58K	11	0.31%	Reduced
4122	NCP NexWave Capital Partners New York	$765K	+$477K	2	1.22%	Increased
4123	MWM McNaughton Wealth Management San Diego, California	$763K	+$473K	3	0.67%	Increased
4124	MAM Marotta Asset Management Charlottesville, Virginia	$763K	$0	1	0.23%	Maintained
4125	PWP Personal Wealth Partners Bloomington, Minnesota	$756K	+$281K	2	0.4%	Increased