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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	DWA Divergent Wealth Advisors South Jordan, Utah	$605K	$0	2	0.18%	Maintained
4152	SCA SMH Capital Advisors Fort Worth, Texas	$591K	-$232	1	1.18%	Reduced
4153	LI LVZ Inc Holland, Michigan	$583K	+$726	2	0.13%	Increased
4154	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$573K	-$305K	1	0.14%	Reduced
4155	Charles Schwab Investment Advisory San Francisco, California	$568K	+$222K	2	0%	Increased
4156	FSWA Financial Synergies Wealth Advisors Houston, Texas	$562K	+$222K	2	0.19%	Increased
4157	PIN Prudent Investors Network Lake Forest, California	$551K	-$109K	2	0.37%	Reduced
4158	TIM Total Investment Management Scottsdale, Arizona	$539K	-$1.6M	2	0.19%	Reduced
4159	FS Ferguson Shapiro Decatur, Georgia	$533K	+$1.09K	1	0.37%	Increased
4160	TPW TL Private Wealth Southlake, Texas	$532K	+$19.2K	1	0.43%	Increased
4161	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$529K	-$71.6K	8	0.8%	Reduced
4162	LIC Laurus Investment Counsel Toronto, Canada	$525K	+$484K	2	0.28%	New
4163	TWM Trinity Wealth Management Berwyn, Pennsylvania	$524K	-$269K	1	0.73%	Reduced
4164	PPWM PFG Private Wealth Management Lutz, Florida	$523K	+$29.7K	1	0.49%	Increased
4165	FP Factorial Partners Mt. Kisco, New York	$514K	$0	1	0.56%	Maintained
4166	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$513K	$0	1	0.34%	Maintained
4167	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$510K	+$484K	1	0.44%	New
4168	SWM Strategic Wealth Management Kirkland, Washington	$505K	+$435K	2	0.47%	New
4169	LFS Legacy Financial Strategies Overland Park, Kansas	$504K	+$24.3K	1	0.39%	Increased
4170	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$499K	+$261K	9	7.79%	Increased
4171	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$491K	+$213K	2	1%	Increased
4172	IWP IAG Wealth Partners Waukesha, Wisconsin	$484K	-$13.2K	12	0.23%	Reduced
4173	PWM Praetorian Wealth Management Carmel, California	$483K	+$430K	1	0.24%	New
4174	RA Riversedge Advisors Wilmington, Delaware	$480K	+$428K	1	0.28%	New
4175	FPIS Financial Planning & Information Services De Pere, Wisconsin	$478K	+$908	1	0.2%	Increased