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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	FWP Falcon Wealth Planning Ontario, California	$1.97M	+$170K	4	0.84%	Increased
4502	FRM Fox Run Management Greenwich, Connecticut	$1.97M	+$1.1M	6	1.79%	Increased
4503	BAM Bullseye Asset Management Denver, Colorado	$1.97M	+$296K	3	0.66%	Increased
4504	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$1.96M	-$346K	4	1.1%	Reduced
4505	IFO Independent Family Office Albany, New York	$1.96M	-$4.49M	3	0.76%	Reduced
4506	AWA ARQ Wealth Advisors Scottsdale, Arizona	$1.96M	+$1.17M	1	1.25%	Increased
4507	DI DRH Investments Thousand Oaks, California	$1.95M	+$1.88M	1	1.44%	New
4508	EWM Echo Wealth Management Plymouth, Minnesota	$1.91M	-$587K	3	2.43%	Reduced
4509	Orgel Wealth Management Altoona, Wisconsin	$1.9M	-$50.8K	2	0.24%	Reduced
4510	BA Ballew Advisors Jackson, Mississippi	$1.9M	+$132K	3	1.32%	Increased
4511	MAG Mayfair Advisory Group Birmingham, Alabama	$1.9M	-$29.5K	4	3.01%	Reduced
4512	EW Element Wealth Ridgeland, Mississippi	$1.9M	+$55.6K	5	1.48%	Increased
4513	NWA Navis Wealth Advisors Rye Brook, New York	$1.89M	+$315K	4	1.59%	Increased
4514	QC QCM Cayman Houston, Texas	$1.89M	+$1.32M	5	4.88%	Increased
4515	PA Planning Alternatives Birmingham, Michigan	$1.89M	-$4.79K	2	0.31%	Reduced
4516	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.87M	-$62.9K	12	0.43%	Reduced
4517	FWM FFT Wealth Management Philadelphia, Pennsylvania	$1.87M	+$1.8M	9	0.42%	New
4518	OHU Odey Holdings (UK) London, United Kingdom	$1.87M	+$1.76M	3	15.93%	New
4519	KFS Kelly Financial Services Braintree, Massachusetts	$1.87M	+$1.81K	23	1.06%	Increased
4520	PWAC Private Wealth Advisors (California) Fresno, California	$1.85M	+$234K	2	0.57%	Increased
4521	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$1.84M	+$361K	4	1.1%	Increased
4522	PBF Petix & Botte Financial La Mesa, California	$1.83M	+$192K	5	1.28%	Increased
4523	CCM Colorado Capital Management Boulder, Colorado	$1.83M	+$19.6K	3	1.23%	Increased
4524	BJ Brouwer & Janachowski Mill Valley, California	$1.83M	$0	3	0.32%	Maintained
4525	CFAM Center For Asset Management Palm Beach Gardens, Florida	$1.83M	+$169K	3	1.58%	Increased