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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	AFS Aft Forsyth & Sober Valrico, Florida	$342K	+$309K	6	2.43%	New
4202	FA Forefront Analytics West Conshohocken, Pennsylvania	$342K	-$285K	1	0.21%	Reduced
4203	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$337K	+$1.63K	1	0.48%	Increased
4204	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$332K	$0	1	0.3%	Maintained
4205	KAH Kathryn A. Hall	$331K	$0	1	0.19%	Maintained
4206	WVP Worth Venture Partners Fort Lee, New Jersey	$331K	+$173K	2	0.16%	Increased
4207	Advent Capital Management New York	$325K	-$5.13M	1	0.01%	Reduced
4208	TFA TPG Financial Advisors Portland, Oregon	$316K	-$363	1	0.28%	Reduced
4209	CM Cornerstone Management Duluth, Georgia	$311K	$0	1	0.11%	Maintained
4210	SL Salomon & Ludwin Richmond, Virginia	$310K	-$457K	1	0.07%	Reduced
4211	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$308K	$0	1	0.34%	Maintained
4212	BIP Blueprint Investment Partners Greensboro, North Carolina	$305K	+$272K	1	0.19%	New
4213	FWCM First Western Capital Management Los Angeles, California	$301K	-$75.7K	1	6.79%	Reduced
4214	MAP Milestone Advisory Partners Southern Pines, North Carolina	$299K	$0	1	0.18%	Maintained
4215	HF Halpern Financial Ashburn, Virginia	$298K	+$28.5K	7	0.2%	Increased
4216	Reinhart Partners Mequon, Wisconsin	$296K	$0	1	0.02%	Maintained
4217	NCP NexWave Capital Partners New York	$289K	+$199K	1	0.45%	New
4218	SG Strid Group Newtown Square, Pennsylvania	$288K	-$4.54K	1	0.1%	Reduced
4219	JMG Financial Group Downers Grove, Illinois	$287K	-$330K	1	0.03%	Reduced
4220	TWP Total Wealth Planning Cincinnati, Ohio	$287K	+$182	1	0.16%	Increased
4221	MAS Managed Account Services Coconut Grove, Florida	$283K	$0	1	0.1%	Maintained
4222	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$283K	$0	2	0.2%	Maintained
4223	PCC Park Circle Company Baltimore, Maryland	$283K	-$89.2K	4	0.36%	Reduced
4224	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$281K	-$15.8K	1	0.18%	Reduced
4225	PWS Paragon Wealth Strategies Jacksonville, Florida	$280K	+$2.54K	1	0.16%	Increased