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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	RAM RJA Asset Management Stamford, Connecticut	$1.73M	-$269M	1	10.6%	Reduced
4427	TLFA True Link Financial Advisors San Francisco, California	$1.73M	-$250K	3	0.25%	Reduced
4428	FWM FSA Wealth Management Needham, Massachusetts	$1.72M	-$1.15M	3	1.15%	Reduced
4429	Conestoga Capital Advisors Wayne, Pennsylvania	$1.72M	-$462K	3	0.03%	Reduced
4430	NP Ninepoint Partners Toronto, Ontario, Canada	$1.7M	-$371K	3	0.68%	Reduced
4431	BWM BCS Wealth Management Johnson City, Tennessee	$1.7M	+$57.6K	2	0.81%	Increased
4432	Orgel Wealth Management Altoona, Wisconsin	$1.7M	+$32.5K	2	0.24%	Increased
4433	DG DigitalBridge Group Boca Raton, Florida	$1.69M	$0	1	0.22%	Maintained
4434	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.69M	-$4.07K	3	0.52%	Reduced
4435	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.68M	+$277K	15	0.41%	Increased
4436	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$1.68M	+$14.6K	2	0.63%	Increased
4437	IA Inspire Advisors Meridian, Idaho	$1.67M	-$64.8K	3	0.6%	Reduced
4438	PA Planning Alternatives Birmingham, Michigan	$1.66M	-$116K	2	0.28%	Reduced
4439	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$1.66M	+$159K	4	3.18%	Increased
4440	AIA Armor Investment Advisors Raleigh, North Carolina	$1.65M	-$132K	4	1.07%	Reduced
4441	RRA Round Rock Advisors Wilton, Connecticut	$1.65M	+$652K	5	1.31%	Increased
4442	VU Vanderbilt University Nashville, Tennessee	$1.65M	$0	1	0.4%	Maintained
4443	OAJ Ogorek Anthony Joseph Williamsville, New York	$1.65M	+$135K	8	0.81%	Increased
4444	HS Horan Securities Cincinnati, United States	$1.64M	+$374K	12	1.38%	Increased
4445	WFO Wealthgate Family Office Boulder, Colorado	$1.64M	+$947K	3	2.23%	Increased
4446	WFA Wade Financial Advisory Campbell, California	$1.63M	-$156K	4	1.03%	Reduced
4447	EE EWG Elevate Roseville, California	$1.63M	+$60.2K	2	0.72%	Increased
4448	EA Elm Advisors Burlingame, California	$1.63M	-$554K	3	1.01%	Reduced
4449	DCM DAFNA Capital Management Los Angeles, California	$1.62M	+$818K	1	0.39%	Increased
4450	PWAC Private Wealth Advisors (California) Fresno, California	$1.62M	-$276K	1	0.55%	Reduced