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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
4126	LIC Laurus Investment Counsel Toronto, Canada	$750K	+$198K	3	0.37%	Increased
4127	NEPPG New England Professional Planning Group Westerly, Rhode Island	$748K	-$519K	2	0.6%	Reduced
4128	AGA Arkos Global Advisors Houston, Texas	$746K	-$586K	1	0.34%	Reduced
4129	AF AMG Funds Stamford, Connecticut	$744K	-$23.6K	2	3.73%	Reduced
4130	SWG Summit Wealth Group White River Junction, Vermont	$744K	-$39.8K	2	0.65%	Reduced
4131	LI LVZ Inc Holland, Michigan	$737K	+$51K	2	0.15%	Increased
4132	SM Southport Management Wilson, Wyoming	$735K	-$381K	1	5.29%	Reduced
4133	LSA Lion Street Advisors Austin, Texas	$720K	+$698K	2	1.46%	New
4134	BWM Biltmore Wealth Management Tempe, Arizona	$713K	+$197K	2	0.41%	Increased
4135	NMC NEA Management Company Timonium, Maryland	$712K	+$712K	1	0.03%	New
4136	PWM Provident Wealth Management Brentwood, Tennessee	$710K	+$305K	5	0.82%	Increased
4137	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$709K	-$147K	1	0.22%	Reduced
4138	IR Invictus RG Hamilton, Bermuda	$706K	+$672K	3	13.63%	New
4139	PI Pachira Investments Dana Point, California	$702K	+$4.41K	1	0.92%	Increased
4140	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$701K	+$239K	1	0.41%	Increased
4141	SFP Strategic Financial Partners Bend, Oregon	$690K	+$27.3K	1	0.54%	Increased
4142	BC Barnett & Company Chattanooga, Tennessee	$681K	-$82.1K	7	0.49%	Reduced
4143	PIA Powell Investment Advisors Miami, Florida	$680K	+$6.63K	2	0.58%	Increased
4144	BA Ballew Advisors Jackson, Mississippi	$678K	+$23.1K	2	0.58%	Increased
4145	SMM Stadion Money Management Watkinsville, Georgia	$673K	$0	1	0.03%	Maintained
4146	AWA Alaska Wealth Advisors Anchorage, Alaska	$669K	-$72K	1	0.15%	Reduced
4147	ARM Adirondack Research & Management Guilderland, New York	$668K	$0	1	0.93%	Maintained
4148	QWM Quaker Wealth Management Moorestown, New Jersey	$665K	+$2.73K	2	0.36%	Increased
4149	GC Gruss & Co West Palm Beach, Florida	$660K	-$5.43M	2	0.18%	Reduced
4150	HCM Horrell Capital Management Little Rock, Arkansas	$659K	+$59	6	0.31%	Increased