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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
4501	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$1.07M	+$469K	3	1.44%	Increased
4502	BAMG Brand Asset Management Group Chesterfield, Missouri	$1.06M	-$255K	7	0.6%	Reduced
4503	NFP Novak Financial Planning Bel Air, Maryland	$1.06M	+$1.06M	2	0.63%	New
4504	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$1.06M	+$51.6K	17	0.63%	Increased
4505	KCA Karn Couzens & Associates Farmington, Connecticut	$1.06M	+$1.02M	1	1%	New
4506	SAM Sequent Asset Management Houston, Texas	$1.05M	+$288K	2	0.69%	Increased
4507	QWM Quaker Wealth Management Moorestown, New Jersey	$1.04M	+$319K	3	0.55%	Increased
4508	BU Brown University Providence, Rhode Island	$1.04M	+$1.01M	1	0.75%	New
4509	TOCUITCONY Trustees of Columbia University in the City of New York New York	$1.04M	+$1.01M	1	1.39%	New
4510	MCL MIK Capital LP New York	$1.03M	-$11.9M	1	0.42%	Reduced
4511	AFG Affinia Financial Group Burlington, Massachusetts	$1.02M	+$92.5K	3	0.71%	Increased
4512	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$1.02M	+$997K	7	2.85%	New
4513	PGIM Custom Harvest Newark, New Jersey	$1.01M	+$947K	4	0.33%	New
4514	BC Blackcrane Capital Bellevue, Washington	$1.01M	-$290K	1	1.99%	Reduced
4515	SFC SYM Financial Corp Winona Lake, Indiana	$1.01M	-$7.74K	1	0.74%	Reduced
4516	JSAM J. Safra Asset Management New York	$1M	+$1.04M	2	0.52%	Increased
4517	MIM Macroview Investment Management Bethesda, Maryland	$1M	+$8.12K	17	1.49%	Increased
4518	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$992K	+$84.5K	1	0.5%	Increased
4519	BA Ballew Advisors Jackson, Mississippi	$981K	+$265K	3	0.76%	Increased
4520	PWA Peterson Wealth Advisors Orem, Utah	$979K	-$37.8K	1	0.43%	Reduced
4521	TWM Trinity Wealth Management Berwyn, Pennsylvania	$979K	+$945K	2	0.89%	New
4522	CC Caxton Corporation Princeton, New Jersey	$972K	+$976K	4	0.61%	New
4523	FFIM Founders Fund II Management San Francisco, California	$972K	+$738K	1	100%	New
4524	AWM Act Wealth Management Plano, Texas	$968K	+$936K	1	0.62%	New
4525	PWP Personal Wealth Partners Bloomington, Minnesota	$961K	+$228K	3	0.45%	Increased