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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	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$1.41M	-$182K	4	0.16%	Reduced
4502	BMD Better Money Decisions Santa Fe, New Mexico	$1.41M	+$1.4M	16	1.45%	New
4503	WFA WestHill Financial Advisors San Rafael, California	$1.41M	-$207K	3	0.5%	Reduced
4504	ACM Alethea Capital Management Mercer Island, Washington	$1.41M	-$170K	2	0.86%	Reduced
4505	FFA Fi3 Financial Advisors Indianapolis, Indiana	$1.41M	+$1.37M	3	1.21%	New
4506	RWRC R.W. Roge & Company Bohemia, New York	$1.4M	+$2.32K	2	0.94%	Increased
4507	CP Coho Partners Berwyn, Pennsylvania	$1.39M	-$113K	1	0.02%	Reduced
4508	CFO Colony Family Offices Charlotte, North Carolina	$1.39M	+$1.4M	3	1.1%	Increased
4509	PI Pachira Investments Dana Point, California	$1.39M	+$640K	2	1.02%	Increased
4510	ICM Invenomic Capital Management Boston, Massachusetts	$1.38M	+$1.14M	2	0.31%	Increased
4511	NWA Navis Wealth Advisors Rye Brook, New York	$1.38M	-$557K	4	1.07%	Reduced
4512	QWM Quaker Wealth Management Moorestown, New Jersey	$1.38M	+$247K	4	0.64%	Increased
4513	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$1.38M	-$569K	3	12.39%	Reduced
4514	SL Salomon & Ludwin Richmond, Virginia	$1.37M	+$388K	4	0.23%	Increased
4515	BWM BCGM Wealth Management Lafayette, Indiana	$1.37M	-$408K	2	0.94%	Reduced
4516	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$1.37M	-$9.3M	2	1.12%	Reduced
4517	TWM Tolleson Wealth Management Dallas, Texas	$1.37M	$0	1	0.41%	Maintained
4518	AWMG Alliance Wealth Management Group Flemington, New Jersey	$1.35M	-$11.4K	2	0.51%	Reduced
4519	AlphaCore Capital La Jolla, California	$1.35M	-$475K	5	0.9%	Reduced
4520	WCM Wealthcare Capital Management Richmond, Virginia	$1.34M	+$878K	17	0.13%	Increased
4521	SWG Summit Wealth Group White River Junction, Vermont	$1.33M	+$35.1K	11	2.14%	Increased
4522	CCA Cadent Capital Advisors Tulsa, Oklahoma	$1.33M	+$268K	3	0.59%	Increased
4523	PBF Petix & Botte Financial La Mesa, California	$1.32M	-$241K	4	0.98%	Reduced
4524	KCA Karn Couzens & Associates Farmington, Connecticut	$1.32M	+$186K	2	1.18%	Increased
4525	QTM qPULA Trading Management New York	$1.31M	-$7.22M	3	2.78%	Reduced