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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
4276	PFM Peak Financial Management Wellesley, Massachusetts	$2.65M	+$398K	5	0.96%	Increased
4277	BA BCM Advisors Lafayette, Louisiana	$2.64M	+$218K	4	0.8%	Increased
4278	ACM Alamar Capital Management Santa Barbara, California	$2.64M	+$900K	3	2.54%	Increased
4279	NS Newman & Schimel Deerfield, Illinois	$2.62M	+$885K	4	1.76%	Increased
4280	EFL ERn Financial LLC Middleton, Wisconsin	$2.6M	+$414K	5	1.01%	Increased
4281	SFM Systematic Financial Management Teaneck, New Jersey	$2.6M	$0	4	0.1%	Maintained
4282	ECM Empirical Capital Management Hendersonville, Tennessee	$2.58M	+$27.4K	1	1.82%	Increased
4283	P Palladiem Bryn Mawr, Pennsylvania	$2.58M	-$540K	5	2.25%	Reduced
4284	CA Crumly & Associates Springfield, Illinois	$2.58M	+$141K	4	1.51%	Increased
4285	Financial Management Professionals Austin, Texas	$2.57M	-$82.9K	19	0.69%	Reduced
4286	Ellenbecker Investment Group Waukesha, Wisconsin	$2.57M	+$87K	3	0.9%	Increased
4287	VFA Values First Advisors Gray, Tennessee	$2.54M	-$201K	2	1.87%	Reduced
4288	3F 360 Financial Wayzata, Minnesota	$2.54M	-$103K	7	1.43%	Reduced
4289	AFS Axiom Financial Strategies New Albany, Indiana	$2.53M	+$274K	6	1.24%	Increased
4290	ARG Advisory Resource Group Tulsa, Oklahoma	$2.53M	+$1.11M	5	1.18%	Increased
4291	AA AlphaCentric Advisors San Juan, Puerto Rico	$2.53M	-$238K	4	0.85%	Reduced
4292	LWP Legacy Wealth Planning Reno, Nevada	$2.52M	-$48.4K	3	3.22%	Reduced
4293	TC Tacita Capital Toronto, Ontario, Canada	$2.5M	+$320K	10	1.62%	Increased
4294	SA Springowl Associates New York	$2.49M	-$374K	3	12.16%	Reduced
4295	RCA Rex Capital Advisors Providence, Rhode Island	$2.49M	-$4.74M	2	1.77%	Reduced
4296	EWM Echo Wealth Management Plymouth, Minnesota	$2.49M	+$94.2K	5	3.13%	Increased
4297	RFO RiverGlades Family Offices Naples, Florida	$2.48M	+$416K	6	2.02%	Increased
4298	IWAG Integer Wealth Advisors Group Cartersville, Georgia	$2.48M	-$161K	3	1.35%	Reduced
4299	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$2.48M	+$162K	6	1.52%	Increased
4300	TFA Trinity Financial Advisors Columbus, Ohio	$2.48M	+$61.9K	4	1.92%	Increased