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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	BWM Biltmore Wealth Management Tempe, Arizona	$377K	$0	1	0.18%	Maintained
4152	MPAM Monarch Partners Asset Management Boston, Massachusetts	$374K	-$558K	1	0.13%	Reduced
4153	FPIS Financial Planning & Information Services De Pere, Wisconsin	$370K	+$12.8K	1	0.19%	Increased
4154	LFS Legacy Financial Strategies Overland Park, Kansas	$370K	+$56.2K	1	0.35%	Increased
4155	PBF Petix & Botte Financial La Mesa, California	$364K	-$8.06K	1	0.35%	Reduced
4156	C1AG Client 1st Advisory Group Dunedin, Florida	$362K	-$154K	1	0.38%	Reduced
4157	SCM Shaolin Capital Management Miami, Florida	$358K	-$1.72M	1	0.05%	Reduced
4158	SG StepStone Group La Jolla, California	$353K	+$379K	1	2.04%	New
4159	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$347K	-$822K	6	0.49%	Reduced
4160	TIM Triad Investment Management Newport Beach, California	$347K	$0	1	0.6%	Maintained
4161	PWP Personal Wealth Partners Bloomington, Minnesota	$330K	-$706K	1	0.2%	Reduced
4162	SWG Summit Wealth Group White River Junction, Vermont	$328K	$0	1	0.33%	Maintained
4163	Bellevue Group Kuesnacht, Switzerland	$327K	$0	1	0.01%	Maintained
4164	OC Oppenheimer & Close New York	$325K	+$379K	1	0.51%	New
4165	RGIA Rainier Group Investment Advisory Bellevue, Washington	$325K	-$6.35M	1	2.12%	Reduced
4166	ACA Ascension Capital Advisors Houston, Texas	$320K	+$1.64K	1	0.34%	Increased
4167	TW Towerpoint Wealth Sacramento, California	$320K	+$15.3K	1	0.25%	Increased
4168	JC Jentner Corp Akron, Ohio	$318K	-$346K	1	0.42%	Reduced
4169	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$316K	-$46.1K	1	0.16%	Reduced
4170	FWM Filbrandt Wealth Management Middleton, Wisconsin	$313K	+$874	7	0.34%	Increased
4171	SCM Stordahl Capital Management Greenwood Village, Colorado	$310K	-$90.1K	1	0.19%	Reduced
4172	GG GenWealth Group Maplewood, New Jersey	$307K	+$88K	1	0.13%	Increased
4173	KCM Kathmere Capital Management Wayne, Pennsylvania	$307K	-$897K	1	0.11%	Reduced
4174	FWCM First Western Capital Management Los Angeles, California	$299K	-$61K	1	8.98%	Reduced
4175	PWS Private Wealth Strategies New Albany, Ohio	$297K	+$63.4K	2	0.15%	Increased