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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
4176	FFW Fusion Family Wealth Woodbury, New York	$291K	-$10.9K	3	0.08%	Reduced
4177	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$291K	+$80.1K	1	0.2%	Increased
4178	SMG Smart Money Group Eastland, Texas	$291K	+$28.1K	1	0.2%	Increased
4179	TFA Tobias Financial Advisors Plantation, Florida	$290K	-$454K	1	0.21%	Reduced
4180	EFEM Eos Focused Equity Management New York	$289K	-$24.9K	1	0.43%	Reduced
4181	LSA Lion Street Advisors Austin, Texas	$287K	-$12.8K	16	1.56%	Reduced
4182	CM Cornerstone Management Duluth, Georgia	$286K	-$26.4K	1	0.13%	Reduced
4183	SWM Southern Wealth Management Dallas, Texas	$286K	-$357K	1	0.06%	Reduced
4184	Cooke & Bieler Philadelphia, Pennsylvania	$284K	+$296K	1	0%	New
4185	KIC Keating Investment Counselors Delray Beach, Florida	$279K	$0	1	0.17%	Maintained
4186	PCC Park Circle Company Baltimore, Maryland	$277K	+$36.4K	3	0.34%	Increased
4187	LPWM Lake Point Wealth Management Rockwall, Texas	$269K	+$49K	11	0.24%	Increased
4188	Charles Schwab Investment Advisory San Francisco, California	$264K	-$1.21B	1	0%	Reduced
4189	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$262K	+$271K	1	0.57%	New
4190	TC Tatro Capital Lexington, Kentucky	$258K	+$269K	1	0.46%	New
4191	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$257K	+$268K	1	0.28%	New
4192	KAH Kathryn A. Hall	$256K	+$267K	1	0.21%	New
4193	VCM Virtue Capital Management Brentwood, Tennessee	$255K	-$15.1M	1	0.39%	Reduced
4194	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$252K	+$263K	1	0.1%	New
4195	GA Greenspring Associates Owings Mills, Maryland	$252K	+$292K	1	0.1%	New
4196	FSWA Financial Synergies Wealth Advisors Houston, Texas	$250K	+$260K	1	0.14%	New
4197	DC Derby & Company Newton, Massachusetts	$247K	+$258K	1	0.1%	New
4198	MCM Maxim Capital Management San Francisco, California	$246K	-$38.4K	1	0.26%	Reduced
4199	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$246K	-$513K	1	0.03%	Reduced
4200	TFA TPG Financial Advisors Portland, Oregon	$246K	-$233K	1	0.24%	Reduced