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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	LAS Lloyd Advisory Services Suwanee, Georgia	$245K	-$101K	10	0.18%	Reduced
4202	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$239K	-$32.9K	1	0.29%	Reduced
4203	RCIM Red Cedar Investment Management Grand Rapids, Michigan	$238K	+$26.6K	1	0.1%	Increased
4204	IFA Invus Financial Advisors New York	$236K	+$253K	1	0.12%	New
4205	RC Rovin Capital Mesa, Arizona	$234K	$0	1	0.24%	Maintained
4206	HF Halpern Financial Ashburn, Virginia	$233K	-$37.3K	5	0.22%	Reduced
4207	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$232K	-$13.5K	1	0.16%	Reduced
4208	MAP Milestone Advisory Partners Southern Pines, North Carolina	$232K	+$8.22K	1	0.16%	Increased
4209	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$232K	-$23M	2	0.16%	Reduced
4210	GM GeoWealth Management Chicago, Illinois	$230K	-$414K	1	0.16%	Reduced
4211	AAM American Asset Management Boca Raton, Florida	$229K	-$6.92M	1	0.48%	Reduced
4212	FEM Fulcrum Equity Management Plano, Texas	$229K	-$65.5K	1	0.16%	Reduced
4213	Reinhart Partners Mequon, Wisconsin	$229K	-$16.4K	1	0.02%	Reduced
4214	SG Strid Group Newtown Square, Pennsylvania	$227K	-$19.6K	1	0.09%	Reduced
4215	WFPG Waller Financial Planning Group Columbus, Ohio	$227K	+$237K	1	0.12%	New
4216	FSA Financial Services Advisory Rockville, Maryland	$222K	+$265K	1	2.78%	New
4217	TWP Total Wealth Planning Cincinnati, Ohio	$222K	+$232K	1	0.14%	New
4218	OMC Oasis Management Company Grand Cayman, Cayman Islands	$219K	-$2.3M	1	0.18%	Reduced
4219	PWS Paragon Wealth Strategies Jacksonville, Florida	$215K	-$743K	1	1.23%	Reduced
4220	WA Wealthstar Advisors Plano, Texas	$215K	+$329	1	0.15%	Increased
4221	MAS Managed Account Services Coconut Grove, Florida	$207K	$0	1	0.1%	Maintained
4222	MWM McNaughton Wealth Management San Diego, California	$206K	+$25.5K	1	0.22%	Increased
4223	RBCM Raub Brock Capital Management Larkspur, California	$206K	+$4.07K	1	0.05%	Increased
4224	GAM GQ Asset Management New York City, New York	$205K	-$1.76M	2	0.39%	Reduced
4225	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$201K	-$214K	1	0.23%	Reduced