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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	MWM MBE Wealth Management Tomah, Wisconsin	$413K	$0	1	0.35%	Maintained
4202	BWM Benchmark Wealth Management Old Lyme, Connecticut	$412K	+$411K	1	0.33%	New
4203	ABA American Beacon Advisors Irving, Texas	$411K	+$289K	2	27.58%	Increased
4204	ACA Ascension Capital Advisors Houston, Texas	$411K	-$15.1K	1	0.32%	Reduced
4205	OC Oppenheimer & Close New York	$410K	-$223K	1	0.54%	Reduced
4206	JC Jentner Corp Akron, Ohio	$402K	$0	1	0.44%	Maintained
4207	HAM Hammer Asset Management Auburn, California	$400K	-$362K	1	1.78%	Reduced
4208	Cooke & Bieler Philadelphia, Pennsylvania	$379K	$0	1	0.01%	Maintained
4209	TFA Tobias Financial Advisors Plantation, Florida	$374K	-$1.89K	1	0.2%	Reduced
4210	PD Planning Directions Glen Mills, Pennsylvania	$367K	-$6.09K	1	0.32%	Reduced
4211	SCA SMH Capital Advisors Fort Worth, Texas	$362K	-$235K	1	0.84%	Reduced
4212	SCHF (GPE) Wilson, Wyoming	$351K	+$350K	1	0.02%	New
4213	T TrueFG Cedar Park, Texas	$345K	+$92.6K	1	0.24%	Increased
4214	KAH Kathryn A. Hall	$342K	$0	1	0.16%	Maintained
4215	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$334K	-$8.4K	1	0.3%	Reduced
4216	TFA TPG Financial Advisors Portland, Oregon	$329K	+$2.31K	1	0.28%	Increased
4217	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$318K	$0	1	0.32%	Maintained
4218	WCM Wealthcare Capital Management Richmond, Virginia	$315K	+$38K	1	0.04%	Increased
4219	CM Cornerstone Management Duluth, Georgia	$314K	$0	1	0.1%	Maintained
4220	Reinhart Partners Mequon, Wisconsin	$306K	$0	1	0.02%	Maintained
4221	CIR Clear Investment Research Alpharetta, Georgia	$304K	+$30.6K	8	0.62%	Increased
4222	JMG Financial Group Downers Grove, Illinois	$304K	+$7.14K	1	0.02%	Increased
4223	FFW Fusion Family Wealth Woodbury, New York	$302K	-$138K	2	0.06%	Reduced
4224	CCA Cruiser Capital Advisors Stamford, Connecticut	$298K	+$356K	1	0.28%	New
4225	NR Newfound Research Wellesley Hills, Massachusetts	$297K	+$282K	8	0.85%	New