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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
4226	SG Strid Group Newtown Square, Pennsylvania	$297K	$0	1	0.09%	Maintained
4227	TWP Total Wealth Planning Cincinnati, Ohio	$297K	+$420	1	0.15%	Increased
4228	GG GenWealth Group Maplewood, New Jersey	$294K	$0	1	0.11%	Maintained
4229	LCM LH Capital Markets New York	$294K	+$263K	1	0.08%	New
4230	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$294K	$0	2	0.2%	Maintained
4231	PFG Piershale Financial Group Barrington, Illinois	$292K	$0	1	0.17%	Maintained
4232	Mesirow Financial Investment Management Chicago, Illinois	$291K	+$326K	1	1.25%	New
4233	IWP Insight Wealth Partners Plano, Texas	$288K	+$288K	1	0.28%	New
4234	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$287K	-$3.15K	1	0.18%	Reduced
4235	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$285K	-$103K	1	0.15%	Reduced
4236	HF Halpern Financial Ashburn, Virginia	$284K	-$22.1K	7	0.17%	Reduced
4237	ICM Invenomic Capital Management Boston, Massachusetts	$281K	-$4.63M	1	0.15%	Reduced
4238	RC Rovin Capital Mesa, Arizona	$281K	+$10.7K	1	0.27%	Increased
4239	MAP Milestone Advisory Partners Southern Pines, North Carolina	$280K	-$28.8K	1	0.17%	Reduced
4240	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$280K	-$192K	1	0.02%	Reduced
4241	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$278K	+$420	1	0.12%	Increased
4242	NRI NFP Retirement Inc Aliso Viejo, California	$274K	+$50.8K	1	0.18%	Increased
4243	BIA BHK Investment Advisors Birmingham, Alabama	$270K	+$22.5K	1	0.15%	Increased
4244	GPC Garrison Point Capital Walnut Creek, California	$262K	$0	1	0.15%	Maintained
4245	WU Wealthsimple US Brooklyn, New York	$258K	-$42.9K	1	0.17%	Reduced
4246	SC Schoolcraft Capital Boulder, Colorado	$257K	+$233K	1	0.12%	New
4247	WFPG Waller Financial Planning Group Columbus, Ohio	$251K	+$3.15K	1	0.09%	Increased
4248	AAM American Asset Management Boca Raton, Florida	$249K	$0	1	0.52%	Maintained
4249	CI Chartist Inc Seal Beach, California	$245K	+$244K	1	0.14%	New
4250	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$239K	+$239K	1	0.17%	New