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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
4476	LW Libra Wealth Los Gatos, California	$23.3M	+$960K	8	5.96%	Increased
4477	CWMGO Capstone Wealth Management Group (Oregon) Bend, Oregon	$23.3M	-$944K	12	14.04%	Reduced
4478	PC Pecaut & Co Sioux City, Iowa	$23.3M	-$482K	3	7.09%	Reduced
4479	OPWM Oakwell Private Wealth Management Austin, Texas	$23.3M	-$3.03M	10	3.86%	Reduced
4480	BWM BNB Wealth Management Silver Spring, Maryland	$23.2M	+$405K	8	12.71%	Increased
4481	AIC Argus Investors Counsel New York	$23.2M	+$440K	10	17.89%	Increased
4482	MWM Meadowbrook Wealth Management Garden City, New York	$23.2M	-$598K	12	25.01%	Reduced
4483	AIA Alternative Investment Advisors Maitland, Florida	$23.2M	+$2.09M	10	8.83%	Increased
4484	LF LifeSteps Financial Claremont, California	$23.2M	+$2.44M	32	10.81%	Increased
4485	LPFG Landing Point Financial Group Avon, Ohio	$23.2M	+$7.02M	9	7.88%	Increased
4486	PWM Peterson Wealth Management Sparks, Nevada	$23.2M	+$10.6M	23	10.8%	Increased
4487	P8IP Pier 88 Investment Partners San Francisco, California	$23.2M	+$18.1M	8	5.51%	Increased
4488	PFT Providence First Trust Scottsdale, Arizona	$23.2M	-$224K	11	6.48%	Reduced
4489	GL Governors Lane New York	$23.2M	+$12.6M	3	1.93%	Increased
4490	FCMT Founders Capital Management (Texas) Houston, Texas	$23.1M	-$214K	22	10.01%	Reduced
4491	GA GoalVest Advisory New York	$23.1M	-$13.5M	24	4.28%	Reduced
4492	SGFG Silver Grove Financial Group Orchard Park, New York	$23.1M	+$2.02M	63	12.49%	Increased
4493	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$23.1M	+$192K	9	9.67%	Increased
4494	SG Sherry Group Mountain Home, Arkansas	$23.1M	+$2.94M	7	22.53%	Increased
4495	PWAM Pinnacle West Asset Management Casper, Wyoming	$23.1M	-$5.37M	9	15.94%	Reduced
4496	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$23.1M	-$350K	11	4.54%	Reduced
4497	VW Vance Wealth Santa Clarita, California	$23M	+$4.35M	11	5.19%	Increased
4498	LWP LeClair Wealth Partners Dublin, Ohio	$23M	+$19.8M	14	11.91%	Increased
4499	PG Prostatis Group Hanover, Maryland	$23M	+$2.6M	13	5.35%	Increased
4500	SC Seldon Capital San Francisco, California	$22.9M	+$11.2M	10	7.17%	Increased