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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
4201	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$270K	+$252K	1	0.28%	New
4202	CC Caxton Corporation Princeton, New Jersey	$269K	+$1.29K	1	0.26%	Increased
4203	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$269K	+$254K	6	0.15%	New
4204	SMG Smart Money Group Eastland, Texas	$264K	+$246K	1	0.15%	New
4205	MWM MBE Wealth Management Tomah, Wisconsin	$259K	+$242K	1	0.26%	New
4206	SPIO Seven Post Investment Office San Francisco, California	$258K	$0	1	0.19%	Maintained
4207	PIN Prudent Investors Network Lake Forest, California	$255K	+$238K	1	0.23%	New
4208	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$249K	-$79.9K	1	0.17%	Reduced
4209	LPWM Lake Point Wealth Management Rockwall, Texas	$247K	+$233K	11	0.08%	New
4210	NCP NexWave Capital Partners New York	$246K	+$229K	1	0.3%	New
4211	RCA Reitz Capital Advisors Freeland, Michigan	$246K	-$5.88K	1	0.27%	Reduced
4212	RC Rovin Capital Mesa, Arizona	$246K	+$237K	1	0.21%	New
4213	SG Strid Group Newtown Square, Pennsylvania	$246K	+$4.41K	1	0.08%	Increased
4214	Reinhart Partners Mequon, Wisconsin	$245K	-$14.7K	1	0.02%	Reduced
4215	PCC Park Circle Company Baltimore, Maryland	$244K	-$28K	2	0.16%	Reduced
4216	MA MANA Advisors New York	$241K	-$288K	1	0.8%	Reduced
4217	TCM Tieton Capital Management Yakima, Washington	$236K	+$210K	1	0.19%	New
4218	GG GenWealth Group Maplewood, New Jersey	$233K	$0	1	0.09%	Maintained
4219	RBCM Raub Brock Capital Management Larkspur, California	$233K	$0	1	0.04%	Maintained
4220	OGC One68 Global Capital New York	$228K	+$209K	1	0.49%	New
4221	MWM McNaughton Wealth Management San Diego, California	$227K	+$214K	1	0.21%	New
4222	MAP Milestone Advisory Partners Southern Pines, North Carolina	$224K	+$208K	1	0.12%	New
4223	JMG Financial Group Downers Grove, Illinois	$222K	+$207K	1	0.02%	New
4224	TK TIAA Kaspick Boston, Massachusetts	$220K	+$195K	1	0.06%	New
4225	MCM Maxim Capital Management San Francisco, California	$219K	+$38K	1	0.23%	Increased