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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
4426	CPG Cornerstone Planning Group Fairfield, New Jersey	$24.1M	+$593K	48	3.04%	Increased
4427	CMP Christine Messmer PC Collegeville, Pennsylvania	$24.1M	+$861K	8	13.59%	Increased
4428	DFG Demars Financial Group Spokane Valley, Washington	$24.1M	-$537K	13	6.68%	Reduced
4429	FPFC Financial Planning Fort Collins Fort Collins, Colorado	$24.1M	-$10.3K	3	18.25%	Reduced
4430	MWM Massachusetts Wealth Management North Andover, Massachusetts	$24.1M	+$13.5K	9	9.18%	Increased
4431	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$24.1M	-$6.99M	7	11.27%	Reduced
4432	MFFIA McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$24.1M	-$2.1M	11	14.44%	Reduced
4433	NA Nautilus Advisors La Jolla, California	$24.1M	+$1.61M	17	14.19%	Increased
4434	ACM Arlington Capital Management Arlington Heights, Illinois	$24.1M	-$4.57M	13	14.96%	Reduced
4435	RCS R2 Capital Strategies Lincoln, Nebraska	$24M	+$24.5M	11	10.87%	New
4436	CCM Crew Capital Management Cincinnati, Ohio	$24M	+$2.94M	13	13.11%	Increased
4437	SCP Stevens Capital Partners Omaha, Nebraska	$24M	+$8.25M	12	4.56%	Increased
4438	BB Burford Brothers Dallas, Texas	$24M	+$1.27M	11	8.8%	Increased
4439	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$24M	+$9.85M	8	15.94%	Increased
4440	FWP Flatrock Wealth Partners Newport Beach, California	$23.9M	+$449K	12	9.38%	Increased
4441	LWM LeConte Wealth Management Maryville, Tennessee	$23.8M	+$633K	16	12.98%	Increased
4442	NCM Next Capital Management New York	$23.8M	+$187K	9	6.43%	Increased
4443	SF Sun Financial Midvale, Utah	$23.8M	+$1.65M	14	11.23%	Increased
4444	FPWM FSB Premier Wealth Management Waterloo, Iowa	$23.8M	-$2.87M	11	6.71%	Reduced
4445	RCSA REYL & Cie S.A. Geneva, Switzerland	$23.8M	+$30.2M	10	27.42%	New
4446	SSC Syverson Strege & Co West Des Moines, Iowa	$23.8M	-$536K	17	5.18%	Reduced
4447	EFG Elm3 Financial Group Alpharetta, Georgia	$23.7M	+$1.01M	10	16.22%	Increased
4448	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$23.7M	+$245K	9	6.72%	Increased
4449	EM ELCO Management New York	$23.7M	+$887K	10	10.2%	Increased
4450	OC Optimas Capital Central, Hong Kong	$23.6M	-$2.46M	4	24.39%	Reduced