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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
4151	FS Ferguson Shapiro Decatur, Georgia	$416K	+$387K	1	0.31%	New
4152	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$416K	-$314K	1	0.18%	Reduced
4153	AW Avion Wealth The Woodlands, Texas	$415K	$0	1	0.37%	Maintained
4154	AFS Aft Forsyth & Sober Valrico, Florida	$412K	+$388K	5	0.38%	New
4155	Bellevue Group Kuesnacht, Switzerland	$411K	$0	1	0.01%	Maintained
4156	SCM Stordahl Capital Management Greenwood Village, Colorado	$404K	-$46.6K	1	0.16%	Reduced
4157	HS Horan Securities Cincinnati, United States	$401K	-$233K	1	0.45%	Reduced
4158	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$397K	-$48.5K	1	0.27%	Reduced
4159	AWM Aprio Wealth Management Atlanta, Georgia	$389K	+$362K	1	0.29%	New
4160	CI Cordant Inc Portland, Oregon	$382K	+$357K	12	0.32%	New
4161	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$379K	+$369K	15	0.35%	New
4162	LAS Lloyd Advisory Services Suwanee, Georgia	$379K	+$359K	9	0.34%	New
4163	NIM NXG Investment Management Dallas, Texas	$378K	+$352K	1	0.02%	New
4164	BWM Biltmore Wealth Management Tempe, Arizona	$377K	+$351K	1	0.18%	New
4165	CM Cornerstone Management Duluth, Georgia	$372K	+$27.2K	1	0.16%	Increased
4166	PBF Petix & Botte Financial La Mesa, California	$372K	+$346K	1	0.29%	New
4167	EFEM Eos Focused Equity Management New York	$369K	+$343K	1	0.4%	New
4168	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$367K	$0	1	0.22%	Maintained
4169	FFW Fusion Family Wealth Woodbury, New York	$364K	$0	5	0.08%	Maintained
4170	FPIS Financial Planning & Information Services De Pere, Wisconsin	$358K	$0	1	0.14%	Maintained
4171	FWCM First Western Capital Management Los Angeles, California	$357K	-$185K	1	5.67%	Reduced
4172	LLL Lynrock Lake LP Rye Brook, New York	$357K	-$1.05M	1	0.03%	Reduced
4173	SCM Shapiro Capital Management Atlanta, Georgia	$349K	-$300K	1	0.01%	Reduced
4174	TIM Triad Investment Management Newport Beach, California	$347K	$0	1	0.34%	Maintained
4175	FEM Fulcrum Equity Management Plano, Texas	$343K	-$16.7K	1	0.18%	Reduced