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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
4376	LWMG Levy Wealth Management Group Philadelphia, Pennsylvania	$2.79M	+$350K	4	1.6%	Increased
4377	ACM Armbruster Capital Management Pittsford, New York	$2.78M	+$141K	5	0.78%	Increased
4378	RCA Rex Capital Advisors Providence, Rhode Island	$2.77M	$0	2	1.34%	Maintained
4379	CFG CKW Financial Group Honolulu, Hawaii	$2.77M	+$74.3K	14	0.44%	Increased
4380	FFG Ford Financial Group Fresno, California	$2.77M	+$550K	19	1.03%	Increased
4381	EWP Engrave Wealth Partners The Woodlands, Texas	$2.75M	+$310K	4	0.83%	Increased
4382	DM Diker Management New York	$2.75M	$0	1	1.21%	Maintained
4383	DSN D. Scott Neal Lexington, Kentucky	$2.75M	-$1.13K	4	1.25%	Reduced
4384	HS Horan Securities Cincinnati, United States	$2.75M	+$834K	16	1.95%	Increased
4385	BA BCM Advisors Lafayette, Louisiana	$2.73M	$0	4	0.74%	Maintained
4386	VCG Vantage Consulting Group Virginia Beach, Virginia	$2.73M	+$1.28M	8	0.48%	Increased
4387	SFP Sterling Financial Planning Sparta, New Jersey	$2.73M	-$39.9K	14	1.77%	Reduced
4388	BWM Biltmore Wealth Management Tempe, Arizona	$2.72M	+$40K	5	1.11%	Increased
4389	ASFA All Season Financial Advisors Denver, Colorado	$2.71M	+$2.59M	6	1.94%	New
4390	RWA RGT Wealth Advisors Dallas, Texas	$2.71M	-$36.9K	7	0.49%	Reduced
4391	BWA Brave Warrior Advisors New York	$2.67M	-$1.95M	3	0.09%	Reduced
4392	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$2.67M	-$59.6K	2	1.22%	Reduced
4393	SFM Systematic Financial Management Teaneck, New Jersey	$2.66M	-$300K	4	0.08%	Reduced
4394	TCM TD Capital Management Memphis, Tennessee	$2.65M	+$23.6K	16	0.33%	Increased
4395	NICM Neo Ivy Capital Management New York	$2.65M	-$1.71M	10	2.67%	Reduced
4396	CFFNO Common Fund For Nonprofit Organizations Wilton, Connecticut	$2.65M	+$2.86M	1	0.27%	New
4397	JWS Juncture Wealth Strategies Scottsdale, Arizona	$2.64M	+$1.44M	5	1.52%	Increased
4398	BEP Brookside Equity Partners Stamford, Connecticut	$2.62M	$0	1	0.69%	Maintained
4399	MAM Marquette Asset Management Minneapolis, Minnesota	$2.62M	+$9.57K	7	0.58%	Increased
4400	PBCM Point Break Capital Management Miami, Florida	$2.62M	-$8.68M	1	0.1%	Reduced