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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
4451	OAJ Ogorek Anthony Joseph Williamsville, New York	$1.31M	+$46.9K	8	0.7%	Increased
4452	Sageworth Trust Lancaster, Pennsylvania	$1.31M	+$310K	10	0.12%	Increased
4453	RWRC R.W. Roge & Company Bohemia, New York	$1.31M	$0	2	0.95%	Maintained
4454	PCMM Piedmont Capital Management (Montana) Whitefish, Montana	$1.3M	+$1.23M	3	1.32%	New
4455	OFS Oldfather Financial Services Kearney, Nebraska	$1.3M	+$113K	3	0.77%	Increased
4456	WWP Waypoint Wealth Partners Mill Valley, California	$1.29M	+$1.29M	3	1.01%	New
4457	TWM Tolleson Wealth Management Dallas, Texas	$1.29M	$0	1	0.43%	Maintained
4458	WWM WJ Wealth Management Glendale, Arizona	$1.29M	-$123K	3	4.01%	Reduced
4459	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.28M	+$75K	10	0.33%	Increased
4460	AWMG Alliance Wealth Management Group Flemington, New Jersey	$1.28M	+$14.3K	2	0.5%	Increased
4461	CCM Colorado Capital Management Boulder, Colorado	$1.27M	+$12.1K	3	0.92%	Increased
4462	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$1.26M	+$75.4K	2	0.79%	Increased
4463	PWS Private Wealth Strategies New Albany, Ohio	$1.26M	+$384K	4	0.38%	Increased
4464	CWA Clarus Wealth Advisors Peoria, Arizona	$1.25M	-$1.52M	2	0.83%	Reduced
4465	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$1.25M	+$188K	2	0.6%	Increased
4466	CF Corrigan Financial Middletown, Rhode Island	$1.25M	+$216K	3	0.55%	Increased
4467	PCWA Pacific Capital Wealth Advisors Corona, California	$1.24M	-$323K	1	0.71%	Reduced
4468	BFG Baron Financial Group Fair Lawn, New Jersey	$1.24M	-$33.8K	7	0.99%	Reduced
4469	BlueCrest Capital Management St Helier, Jersey	$1.24M	-$204K	2	0.03%	Reduced
4470	SWG Summit Wealth Group White River Junction, Vermont	$1.24M	+$431K	4	0.77%	Increased
4471	MAM Marotta Asset Management Charlottesville, Virginia	$1.23M	+$411K	3	0.33%	Increased
4472	TFA Tranquilli Financial Advisor Clinton, New Jersey	$1.23M	+$1.19M	4	1.12%	New
4473	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.21M	-$16.3K	2	0.77%	Reduced
4474	MAM MMA Asset Management Conshohocken, Pennsylvania	$1.2M	+$1.17M	4	1.17%	New
4475	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$1.2M	+$965K	1	1.03%	New