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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	PBF Petix & Botte Financial La Mesa, California	$470K	+$419K	1	0.39%	Increased
4177	3AM 3D Asset Management Hartford, Connecticut	$449K	-$71.2K	1	0.13%	Reduced
4178	TIM Triad Investment Management Newport Beach, California	$448K	$0	1	0.61%	Maintained
4179	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$447K	+$398K	1	0.27%	New
4180	PA Prism Advisors Studio City, California	$440K	-$1.23M	1	0.2%	Reduced
4181	PWP Personal Wealth Partners Bloomington, Minnesota	$433K	+$6.54K	1	0.24%	Increased
4182	SCM Stordahl Capital Management Greenwood Village, Colorado	$425K	+$13.8K	1	0.24%	Increased
4183	SLT St Louis Trust Saint Louis, Missouri	$422K	$0	1	0.13%	Maintained
4184	Bellevue Group Kuesnacht, Switzerland	$413K	$0	1	0.01%	Maintained
4185	LAS Lloyd Advisory Services Suwanee, Georgia	$413K	+$102K	11	0.26%	Increased
4186	MWM MBE Wealth Management Tomah, Wisconsin	$413K	-$388K	1	0.35%	Reduced
4187	ACA Ascension Capital Advisors Houston, Texas	$412K	-$363	1	0.36%	Reduced
4188	BWM Biltmore Wealth Management Tempe, Arizona	$411K	+$39.9K	1	0.26%	Increased
4189	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$409K	+$115K	2	0.04%	Increased
4190	PWM Provident Wealth Management Brentwood, Tennessee	$399K	-$303K	1	0.44%	Reduced
4191	FFW Fusion Family Wealth Woodbury, New York	$389K	$0	3	0.09%	Maintained
4192	JC Jentner Corp Akron, Ohio	$389K	-$18.5K	1	0.44%	Reduced
4193	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$375K	$0	1	0.22%	Maintained
4194	TL TowerView LLC New York	$373K	+$222K	2	0.29%	Increased
4195	Cooke & Bieler Philadelphia, Pennsylvania	$366K	$0	1	0.01%	Maintained
4196	SMG Smart Money Group Eastland, Texas	$366K	-$8.35K	1	0.22%	Reduced
4197	TFA Tobias Financial Advisors Plantation, Florida	$363K	-$9.62K	1	0.21%	Reduced
4198	PD Planning Directions Glen Mills, Pennsylvania	$361K	-$3.41M	1	0.34%	Reduced
4199	CTC (Chicago Trading Company) Chicago, Illinois	$352K	-$125K	5	0.28%	Reduced
4200	MCM Maxim Capital Management San Francisco, California	$344K	$0	1	0.31%	Maintained